Institutional Fund
Elwood Capital Partners LP
New York, NYCIK 20501595 filings on record
Portfolio Value
$103.59M
Q1 2026
Holdings
27
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-11.4%
from $116.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc17.1%
- Taiwan Semiconductor Mfg Ltd11.4%
- Microsoft Corp8.1%
- Rentokil Initial PLC6.8%
- Somnigroup International Inc6.4%
- Texas Instrs Inc5.6%
- Other44.4%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 85.1K | $17.73M | 17.1% | +13.3K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 35.0K | $11.83M | 11.4% | 0 | Held |
| 3 | Microsoft Corp | 22.7K | $8.42M | 8.1% | −2.5K | Reduced |
| 4 | Rentokil Initial PLC | 225.2K | $7.09M | 6.8% | −50.1K | Reduced |
| 5 | Somnigroup International Inc | 90.1K | $6.66M | 6.4% | +19.7K | Added |
| 6 | Texas Instrs Inc | 30.1K | $5.84M | 5.6% | −4.0K | Reduced |
| 7 | Louisiana Pac Corp | 75.0K | $5.46M | 5.3% | 0 | Held |
| 8 | Planet Fitness Inc | 50.0K | $3.72M | 3.6% | −20.0K | Reduced |
| 9 | Alphabet Inc | 12.5K | $3.59M | 3.5% | +2.5K | Added |
| 10 | Meta Platforms Inc | 6.3K | $3.58M | 3.5% | +6.3K | New |
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