ELWOOD CAPITAL PARTNERS LP

CIK 2050159 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$202.8M
#6.423 dari 9.443 berdasarkan nilai 13F · top 68.0%
Posisi
32
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +2.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
61,82%
Bobot 25 kepemilikan teratas
93,67%
Posisi di atas 1%
28
Jumlah posisi efektif
20,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 30,88% Perkiraan pembelian $61.757.644 · penjualan $91.402.178

Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 54,2% masih dipegang

Posisi baru
7
Meningkat
9
Menurun
10
Tertutup
6

Eksposur put-notional: 4,7% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+12.8%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
-15.3%

Tahunan: +8.4% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 100,0% · Opsi dikecualikan: 32,2%

Rincian sektor

Technology
23,3%
Health Care
20,5%
Retail
14,9%
Communication Services
14,2%
Industrials
12,6%
Consumer products
5,8%
Consumer Staples
2,5%
Paper & Forest
2,5%
Financial Services
1,6%
Financials
1,4%
Energy
0,7%

Portofolio lengkap 32 posisi

Tipe Rentetan Tren 8 kuartal
UNH UnitedHealth Group Incorporated Common Stock (DE) $20.781.500 10,25% 50.000 Opsi beli $-6.277.500 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $14.370.710 7,09% 60.295 $-3.356.816 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $14.331.876 7,07% 30.010 $2.500.246 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $14.300.400 7,05% 60.000 Opsi beli $-3.402.550 Turun ×1
TTWO Take-Two Interactive Software, Inc. - Common Stock $12.499.000 6,16% 50.000 Opsi beli Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $12.480.538 6,15% 30.028 $9.767.061 Naik ×1
SGI Somnigroup International Inc. Common Stock $11.766.899 5,80% 150.088 $5.107.594 Naik ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $9.551.400 4,71% 20.000 Opsi jual $-587.100 Turun ×1
RTO Rentokil Initial plc American Depositary Shares (each representing five (5) Ordinary Shares) $8.583.000 4,23% 300.000 Opsi beli Naik ×1
TXN Texas Instruments Incorporated - Common Stock $6.723.863 3,32% 22.558 $888.403 Turun ×2
MSFT Microsoft Corporation - Common Stock $6.525.239 3,22% 17.493 $-1.893.537 Turun ×2
STM STMicroelectronics N.V. Common Stock $5.991.200 2,95% 80.000 $2.536.200 Turun ×1
PM Philip Morris International Inc Common Stock $5.022.243 2,48% 27.761 $4.400.399 Naik ×1
LPX Louisiana-Pacific Corporation Common Stock $4.984.999 2,46% 63.374 $-471.251 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $4.467.125 2,20% 12.500 $872.625
AXON Axon Enterprise, Inc. - Common Stock $4.381.167 2,16% 7.815 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $4.230.273 2,09% 5.851 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $4.224.675 2,08% 7.500 $648.862 Naik ×1
RDDT Reddit, Inc. Class A Common Stock $3.930.893 1,94% 22.646 $1.218.234 Naik ×1
STVN Stevanato Group S.p.A. Ordinary Shares $3.899.976 1,92% 215.826 $3.212.476 Naik ×1
TTWO Take-Two Interactive Software, Inc. - Common Stock $3.777.698 1,86% 15.112 $793.078
RTO Rentokil Initial plc American Depositary Shares (each representing five (5) Ordinary Shares) $3.581.400 1,77% 125.180 $-3.507.266 Turun ×2
SHC Sotera Health Company - Common Stock $3.328.125 1,64% 187.500 Naik ×1
JHX James Hardie Industries plc. Ordinary Shares $3.272.500 1,61% 125.000 $1.852.000 Naik ×1
RRX Regal Rexnord Corporation Common Stock $2.977.375 1,47% 12.500 Naik ×1
AJG Arthur J. Gallagher & Co. Common Stock $2.871.921 1,42% 12.510 $162.505
BA Boeing Company (The) Common Stock $2.705.875 1,33% 12.500 $715.575 Naik ×1
SPGI S&P Global Inc. Common Stock $2.036.300 1,00% 5.000 Naik ×1
WRBY Warby Parker Inc. Class A Common Stock $1.517.000 0,75% 50.000 $726.875 Naik ×1
BKR Baker Hughes Company - Common Stock $1.387.500 0,68% 25.000 $-138.750
RKT Rocket Companies, Inc. Class A Common Stock $1.181.250 0,58% 75.000 $112.500
VEEV Veeva Systems Inc. Class A Common Stock $1.132.968 0,56% 6.384 $11.555

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
TTWO $12.499.000 50.000 6,16%
RTO $8.583.000 300.000 4,23%
AXON $4.381.167 7.815 2,16%
AMAT $4.230.273 5.851 2,09%
SHC $3.328.125 187.500 1,64%
RRX $2.977.375 12.500 1,47%
SPGI $2.036.300 5.000 1,00%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
UNH Beli lebih banyak +20K +$9.8M
UNH Dipangkas -50K -$6.3M
SGI Beli lebih banyak +60K +$5.1M
RTO Dipangkas -100K -$3.5M
AMZN Dipangkas -25K -$3.4M
AMZN Dipangkas -25K -$3.4M
STM Dipangkas -20K +$2.5M
TSM Dipangkas -5K +$2.5M
MSFT Dipangkas -5K -$1.9M
JHX Beli lebih banyak +50K +$1.9M

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
SPY 30 Juni 2026 50.000 $32.517.000 Tidak lagi dilacak
TLT 31 Maret 2025 1.000 $8.733.000
WIX 31 Maret 2026 52.033 $5.405.708 -10,8%
TEAM 31 Maret 2026 25.666 $4.161.485 149,5%
PLNT 30 Juni 2026 50.008 $3.719.595 2,4%
GTLB 31 Maret 2026 85.000 $3.190.050 88,9%
MSCI 31 Maret 2026 5.000 $2.868.650 4,8%
FIVE 30 Juni 2026 12.500 $2.856.000 34,6%
APD 30 Sep. 2025 10.000 $2.820.600 11,3%
BKR 31 Des. 2025 50.000 $2.436.000 40,3%
WAT 30 Juni 2026 7.500 $2.233.500 6,1%
EFX 31 Maret 2025 7.500 $1.911.375 -20,1%
ICE 30 Sep. 2025 8.878 $1.628.847 -4,5%
GE 30 Sep. 2025 6.152 $1.583.463 15,9%
MRVL 31 Maret 2025 12.500 $1.380.625 300,1%
CRM 31 Maret 2025 4.000 $1.337.320 -23,4%
BBWI 31 Des. 2025 48.987 $1.261.905 -3,1%
GEV 31 Maret 2025 3.500 $1.151.255 217,8%
VMC 31 Maret 2025 3.750 $964.613 17,1%
WWD 31 Maret 2025 5.000 $832.100 88,9%
APG 30 Juni 2026 10.000 $405.200 -1,1%
PCOR 30 Juni 2026 6.734 $383.838 53,2%