Telligent Fund, LP: 13F holdings
CIK 14707232026Q2
| Positions | 23 |
|---|
| Reported value | $135.7m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 23 (-1 vs prior quarter) |
|---|
| Reported value | $135.7m (+44.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 15,000 | $17.3m | 12.8% |
| INTC INTEL CORP | 90,000 | $12.6m | 9.3% |
| GEV GE VERNOVA INC | 10,000 | $11.7m | 8.7% |
| AVGO BROADCOM INC | 30,000 | $11.3m | 8.4% |
| NVDA NVIDIA CORP | 48,000 | $9.6m | 7.1% |
| GOOG ALPHABET INC-CL C | 26,400 | $9.3m | 6.9% |
| VRT VERTIV HOLDINGS CO-A | 25,000 | $8.4m | 6.2% |
| LLY ELI LILLY & CO | 6,600 | $7.9m | 5.8% |
| KLAC KLA CORP | 20,000 | $6.0m | 4.4% |
| AMD ADVANCED MICRO DEVICES | 10,000 | $5.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1470723")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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