ECLIPSE OPERATIONS, LLC
Portfolio value QoQ: +6402.5% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%2
Effective number of positions1.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $2,529,625,670 · sells $0
New positions1
Increased0
Decreased0
Closed0
Portfolio value
$2.6B
Positions
2
As of
June 30, 2026 Data as of Q2 2026
Performance vs S&P 500
Tracked Q4 2025–Q2 2026
-64.5%
S&P 500 total return (same window)
+8.7%
Excess return
-73.2%
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.
Sector breakdown
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| Unknown issuer (CUSIP: 15675D103) | $2,529,625,670 | 98.28% | 11,446,270 | Up ×1 | |||
| OWLT | $44,202,793 | 1.72% | 7,700,835 | $4,620,501 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 15675D103) | $2,529,625,670 | 11,446,270 | 98.28% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| OWLT | Price move only | +0 | +$4.6M |