Institutional Fund
Havemeyer Place LP
Greenwich, CTCIK 20261282 filings on record
Portfolio Value
$866.65M
Q1 2026
Holdings
498
Reported positions
New Buys
224
Opened this quarter
QoQ Change
+70.8%
from $507.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Arm Holdings PLC1.1%
- Cummins Inc1.1%
- Autodesk Inc1.0%
- Nvidia Corporation1.0%
- Blackstone Inc1.0%
- Johnson & Johnson0.8%
- Other94.0%
Portfolio Holdings
498 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arm Holdings PLC | 64.1K | $9.70M | 1.1% | +64.1K | New |
| 2 | Cummins Inc | 17.8K | $9.56M | 1.1% | +15.5K | Added |
| 3 | Autodesk Inc | 38.0K | $9.09M | 1.0% | +38.0K | New |
| 4 | Nvidia Corporation | 47.9K | $8.36M | 1.0% | +29.1K | Added |
| 5 | Blackstone Inc | 71.6K | $8.23M | 1.0% | +57.2K | Added |
| 6 | Johnson & Johnson | 29.7K | $7.25M | 0.8% | +19.5K | Added |
| 7 | Dow Inc | 172.1K | $7.17M | 0.8% | +172.1K | New |
| 8 | Trane Technologies PLC | 16.7K | $6.97M | 0.8% | +16.7K | New |
| 9 | Advanced Micro Devices Inc | 33.0K | $6.71M | 0.8% | +33.0K | New |
| 10 | Capital One Finl Corp | 36.1K | $6.59M | 0.8% | +36.1K | New |
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