Incline Global Management LLC: 13F holdings
CIK 15671952026Q2
| Positions | 20 |
|---|
| Reported value | $356.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 20 (-4 vs prior quarter) |
|---|
| Reported value | $356.6m (+40.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTAI FTAI AVIATION LTD | 101,339 | $27.4m | 7.7% |
| LITE LUMENTUM HLDGS INC | 30,913 | $26.5m | 7.4% |
| COHR COHERENT CORP | 64,234 | $25.3m | 7.1% |
| WEX WEX INC | 174,922 | $24.7m | 6.9% |
| AMZN AMAZON COM INC | 97,445 | $23.2m | 6.5% |
| META META PLATFORMS INC | 39,210 | $22.1m | 6.2% |
| FLEX LTD | 128,314 | $20.8m | 5.8% |
| SKM SK TELECOM CO LTD | 634,809 | $20.4m | 5.7% |
| ON ON SEMICONDUCTOR CORP | 209,905 | $19.8m | 5.6% |
| NVDA NVIDIA CORPORATION | 95,027 | $19.0m | 5.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1567195")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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