Crystal Cove Asset Management, LLC

CIK 2129719 · View on SEC EDGAR ↗

Portfolio value
$91.7M
#8,412 of 9,443 by 13F value · top 89.1%
Positions
20
As of
June 30, 2026

Portfolio value QoQ: +12.2% 13F does not disclose cash

Top 10 holdings weight
95.36%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
5.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 12.9% Est. buys $21,027,081 · sells $11,188,916

New positions
8
Increased
0
Decreased
8
Closed
5
On this page

Performance vs S&P 500

Tracked Q1 2026–Q2 2026
+7.6%
S&P 500 total return (same window)
+14.8%
Excess return
-7.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 7.4%

Sector breakdown

Technology
43.7%
Industrials
27.5%
Energy
21.8%
Consumer Staples
5.0%
Healthcare
0.6%
Consumer Discretionary
0.5%
Real Estate
0.4%
Communication Services
0.2%
Retail
0.2%
Materials
0.1%

Full portfolio 20 positions

Type Streak 8Q trend
EOSE Eos Energy Enterprises, Inc. - Common Stock $25,196,864 27.49% 4,285,181 $3,876,368 Down ×1
IREN IREN Limited - Ordinary Shares $20,329,134 22.18% 444,547 $1,937,777 Down ×1
AR Antero Resources Corporation Common Stock $17,267,339 18.84% 491,387 $-6,480,175 Down ×1
CSIQ Canadian Solar Inc. - Common Shares $13,945,410 15.21% 870,500 Up ×1
AAPL Apple Inc. - Common Stock $4,521,321 4.93% 15,625 $523,367 Down ×1
VG Venture Global, Inc. Class A common stock $1,499,434 1.64% 134,720 Up ×1
VITL Vital Farms, Inc. - Common Stock $1,199,251 1.31% 103,117 Up ×1
RIG Transocean Ltd (Switzerland) Common Stock $1,182,304 1.29% 241,780 $-1,282,597 Down ×1
GIS General Mills, Inc. Common Stock $1,151,184 1.26% 33,080 Up ×1
CAG ConAgra Brands, Inc. Common Stock $1,127,315 1.23% 83,753 Up ×1
CPB The Campbell's Company - Common Stock $1,101,986 1.20% 49,483 Up ×1
NOW ServiceNow, Inc. Common Stock $776,370 0.85% 7,820 Up ×1
MSFT Microsoft Corporation - Common Stock $505,069 0.55% 1,354 $-10,948 Down ×1
TSLA Tesla, Inc. - Common Stock $426,488 0.47% 1,014 $49,533
TMO Thermo Fisher Scientific Inc Common Stock $367,497 0.40% 733 $7,206
COMP Compass, Inc. Class A Common Stock $360,258 0.39% 29,218 $146,674
GOOG Alphabet Inc. - Class C Capital Stock $226,131 0.25% 640 Up ×1
AMZN Amazon.com, Inc. - Common Stock $200,206 0.22% 840 $-78,876 Down ×1
MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares $194,700 0.21% 10,000 $8,300
SBSW D/B/A Sibanye-Stillwater Limited ADS $93,390 0.10% 11,000 $-95,106 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
CSIQ $13,945,410 870,500 15.21%
VG $1,499,434 134,720 1.64%
VITL $1,199,251 103,117 1.31%
GIS $1,151,184 33,080 1.26%
CAG $1,127,315 83,753 1.23%
CPB $1,101,986 49,483 1.20%
NOW $776,370 7,820 0.85%
GOOG $226,131 640 0.25%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AR Trimmed -68K -$6.5M
EOSE Trimmed -13K +$3.9M
IREN Trimmed -92K +$1.9M
RIG Trimmed -130K -$1.3M
AAPL Trimmed -128 +$523K
COMP Price move only +0 +$147K
SBSW Trimmed -4K -$95K
AMZN Trimmed -500 -$79K
TSLA Price move only +0 +$50K
MSFT Trimmed -40 -$11K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VAL June 30, 2026 13,800 $1,352,952 23.6%
INV June 30, 2026 185,000 $723,350 -67.7%
HCC June 30, 2026 7,500 $698,625 32.4%
RRC June 30, 2026 11,383 $514,284 9.4%
EQT June 30, 2026 5,932 $377,512 1.3%