Juniper Hill Capital Management LP

CIK 1803460 · View on SEC EDGAR ↗

Portfolio value
$418.7M
#4,244 of 9,443 by 13F value · top 44.9%
Positions
4
As of
Dec. 31, 2025 Data as of Q4 2025

Portfolio value QoQ: -0.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
3.1

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

Turnover Q4 2025: 0.0% Est. buys $0 · sells $9,963,533

Median holding: 5.0 quarters Tracked Q4 2024–Q4 2025 · 66.7% still held

New positions
0
Increased
0
Decreased
1
Closed
2
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 4 positions

Type Streak 8Q trend
SPY SPY $203,603,582 48.62% 298,574 $-5,034,001 Down ×3
AGG $73,560,521 17.57% 736,489 $-272,501
IEF iShares 7-10 Year Treasury Bond ETF $71,562,176 17.09% 744,199 $-223,260
QQQ Invesco QQQ Trust, Series 1 $70,023,354 16.72% 113,987 $1,588,979

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPY Trimmed -15K -$5.0M
QQQ Price move only +0 +$1.6M
AGG Price move only +0 -$273K
IEF Price move only +0 -$223K

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
NVDA March 31, 2025 157,750 $21,184,248 100.1%
IEI March 31, 2025 153,297 $17,713,468