Stoic Point Capital Management LLC: 13F holdings
CIK 20432792026Q2
| Positions | 69 |
|---|
| Reported value | $120.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 69 (+6 vs prior quarter) |
|---|
| Reported value | $120.6m (+17.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EVLV EVOLV TECHNOLOGIES HLDNGS IN | 6,479,298 | $37.6m | 31.1% |
| LUXE LUXEXPERIENCE BV | 1,911,189 | $14.2m | 11.8% |
| HIPO HIPPO HLDGS INC | 263,616 | $7.4m | 6.2% |
| AVPT AVEPOINT INC | 543,023 | $6.1m | 5.0% |
| TABOOLA.COM LTD | 922,424 | $4.6m | 3.8% |
| OMDA OMADA HEALTH INC | 203,580 | $4.5m | 3.7% |
| SMRT SMARTRENT INC | 3,206,034 | $3.8m | 3.2% |
| MAX MEDIAALPHA INC | 297,150 | $3.7m | 3.1% |
| BFLY BUTTERFLY NETWORK INC | 374,237 | $3.2m | 2.6% |
| WALDENCAST PLC | 1,612,619 | $2.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043279")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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