CLOVERFIELDS CAPITAL GROUP, LP: 13F holdings
CIK 18195812026Q2
| Positions | 90 |
|---|
| Reported value | $330.6m |
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| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 90 (-1 vs prior quarter) |
|---|
| Reported value | $330.6m (+7.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 33,566 | $16.0m | 4.8% |
| GOOG ALPHABET INC | 31,476 | $11.1m | 3.4% |
| AMZN AMAZON COM INC | 45,466 | $10.8m | 3.3% |
| NVDA NVIDIA CORPORATION | 44,849 | $9.0m | 2.7% |
| GE GE AEROSPACE | 22,731 | $8.5m | 2.6% |
| CP CANADIAN PACIFIC KANSAS CITY | 94,643 | $8.2m | 2.5% |
| MSFT MICROSOFT CORP | 21,792 | $8.1m | 2.5% |
| PM PHILIP MORRIS INTL INC | 42,972 | $7.8m | 2.4% |
| SCHW SCHWAB CHARLES CORP | 72,957 | $6.7m | 2.0% |
| UBER UBER TECHNOLOGIES INC | 92,046 | $6.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1819581")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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