Sivia Capital Partners, LLC: 13F holdings
CIK 20120322026Q2
| Positions | 540 |
|---|
| Reported value | $822.1m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 540 (+85 vs prior quarter) |
|---|
| Reported value | $822.1m (+59.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CRWV COREWEAVE INC | 639,945 | $63.7m | 7.7% |
| ACWI VANGUARD INTL EQUITY INDEX F | 209,722 | $32.9m | 4.0% |
| NVDA NVIDIA CORPORATION | 145,227 | $29.1m | 3.5% |
| DFAW DIMENSIONAL ETF TRUST | 341,600 | $28.3m | 3.4% |
| AAPL APPLE INC | 67,023 | $19.4m | 2.4% |
| MSFT MICROSOFT CORP | 48,530 | $18.1m | 2.2% |
| MU MICRON TECHNOLOGY INC | 14,845 | $17.1m | 2.1% |
| AMZN AMAZON COM INC | 65,158 | $15.5m | 1.9% |
| VOO VANGUARD INDEX FDS | 20,930 | $14.4m | 1.7% |
| AVGO BROADCOM INC | 26,632 | $10.1m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012032")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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