Institutional Fund
Freshford Capital Management, LLC
Harrison, NYCIK 14592705 filings on record
Portfolio Value
$200.23M
Q1 2026
Holdings
19
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-19.7%
from $249.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fair Isaac Corp13.6%
- Amazon Com Inc9.1%
- Canadian Pacific Kansas City7.5%
- 10x Genomics Inc7.1%
- Applovin Corp6.5%
- Twist Bioscience Corp6.1%
- Other50.1%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fair Isaac Corp | 25.4K | $27.17M | 13.6% | +6.9K | Added |
| 2 | Amazon Com Inc | 87.3K | $18.17M | 9.1% | −911 | Reduced |
| 3 | Canadian Pacific Kansas City | 189.7K | $14.92M | 7.5% | +78.8K | Added |
| 4 | 10x Genomics Inc | 673.0K | $14.29M | 7.1% | −160.3K | Reduced |
| 5 | Applovin Corp | 32.7K | $13.02M | 6.5% | −10.1K | Reduced |
| 6 | Twist Bioscience Corp | 259.0K | $12.31M | 6.1% | −161.2K | Reduced |
| 7 | Uber Technologies Inc | 168.0K | $12.08M | 6.0% | +163.7K | Added |
| 8 | Take-Two Interactive Softwar | 58.6K | $11.56M | 5.8% | +58.6K | New |
| 9 | Mercury Sys Inc | 154.1K | $11.23M | 5.6% | −28.4K | Reduced |
| 10 | Caci Intl Inc | 20.1K | $10.91M | 5.5% | −5.2K | Reduced |
9 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio