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Funds / Bayshore Capital Advisors, LLC
Institutional Fund

Bayshore Capital Advisors, LLC

Tampa, FLCIK 15981762 filings on record

Portfolio Value
$236.98M
Q1 2026
Holdings
41
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+18.3%
from $200.25M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • USA Rare Earth Inc55.8%
  • Spdr Gold Tr11.4%
  • Listed Fds Tr7.3%
  • Ishares Bitcoin Trust ETF4.5%
  • Ishares Tr2.4%
  • Blue Owl Technology Fin Corp2.1%
  • Other16.4%

Portfolio Holdings

41 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1USA Rare Earth Inc8.74M$132.33M55.8%+140.0KAdded
2Spdr Gold Tr62.9K$27.08M11.4%1.8KReduced
3Listed Fds Tr330.5K$17.21M7.3%+37.8KAdded
4Ishares Bitcoin Trust ETF279.1K$10.72M4.5%+108.1KAdded
5Ishares Tr15.9K$5.66M2.4%+97Added
6Blue Owl Technology Fin Corp403.8K$5.00M2.1%+251.1KAdded
7Blue Owl Capital Corporation390.0K$4.31M1.8%+32.0KAdded
8Ark 21shares Bitcoin ETF178.7K$4.02M1.7%+78.7KAdded
9Galaxy Digital Inc.156.7K$2.89M1.2%0Held
10Ishares Gold Tr28.4K$2.50M1.1%+28.4KNew

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