11 Capital Partners LP: 13F holdings
CIK 18011722026Q2
| Positions | 22 |
|---|
| Reported value | $367.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 22 (+2 vs prior quarter) |
|---|
| Reported value | $367.7m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX LAM RESEARCH CORP | 65,290 | $28.3m | 7.7% |
| ASML HLDG NV | 13,755 | $27.4m | 7.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 55,831 | $26.7m | 7.3% |
| MCO MOODYS CORP | 53,694 | $24.3m | 6.6% |
| V VISA INC | 67,514 | $23.2m | 6.3% |
| GEV GE VERNOVA INC | 19,076 | $22.4m | 6.1% |
| LINDE PLC | 41,460 | $21.5m | 5.9% |
| AAPL APPLE INC | 63,570 | $18.4m | 5.0% |
| AMZN AMAZON COM INC | 73,740 | $17.6m | 4.8% |
| FWONK LIBERTY MEDIA CORP DEL | 181,431 | $17.3m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801172")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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