Institutional Fund
Highlander Partners, L.P.
Dallas, TXCIK 19038665 filings on record
Portfolio Value
$255.53M
Q1 2026
Holdings
45
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-8.3%
from $278.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vertiv Holdings Co25.8%
- Blackstone Inc10.7%
- Keysight Technologies Inc8.8%
- Amazon Com Inc8.5%
- Parsons Corp Del5.4%
- Texas Cap Bancshares Inc4.6%
- Other36.2%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vertiv Holdings Co | 263.6K | $66.05M | 25.8% | −30.0K | Reduced |
| 2 | Blackstone Inc | 238.6K | $27.44M | 10.7% | −5.4K | Reduced |
| 3 | Keysight Technologies Inc | 79.2K | $22.36M | 8.8% | 0 | Held |
| 4 | Amazon Com Inc | 104.0K | $21.66M | 8.5% | +1.0K | Added |
| 5 | Parsons Corp Del | 255.9K | $13.86M | 5.4% | −21.4K | Reduced |
| 6 | Texas Cap Bancshares Inc | 123.8K | $11.75M | 4.6% | −45.6K | Reduced |
| 7 | Mirum Pharmaceuticals Inc | 123.0K | $11.36M | 4.4% | 0 | Held |
| 8 | Danaher Corporation | 58.0K | $11.00M | 4.3% | 0 | Held |
| 9 | Alibaba Group Hldg Ltd | 87.2K | $10.94M | 4.3% | 0 | Held |
| 10 | Spx Technologies Inc | 52.3K | $10.45M | 4.1% | 0 | Held |
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