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Funds / Ashford Capital Management Inc
Institutional Fund

Ashford Capital Management Inc

Wilmington, DECIK 8970705 filings on record

Portfolio Value
$809.20M
Q1 2026
Holdings
99
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-9.9%
from $897.67M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Globalstar Inc7.4%
  • Ligand Pharmaceuticals Inc5.1%
  • Stonex Group Inc4.7%
  • Supernus Pharmaceuticals Inc4.1%
  • Vanguard Index Fds3.8%
  • Clear Secure Inc3.2%
  • Other71.7%

Portfolio Holdings

99 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Globalstar Inc907.5K$60.28M7.4%91.5KReduced
2Ligand Pharmaceuticals Inc207.6K$41.44M5.1%6.2KReduced
3Stonex Group Inc466.6K$37.63M4.7%+168.3KAdded
4Supernus Pharmaceuticals Inc645.4K$33.36M4.1%+32.8KAdded
5Vanguard Index Fds95.7K$30.69M3.8%+1.8KAdded
6Clear Secure Inc533.3K$25.82M3.2%+263.2KAdded
7Cellebrite Di Ltd1.76M$24.29M3.0%+92.1KAdded
8Red Violet Inc686.8K$23.76M2.9%+84.0KAdded
9Equinix Inc23.4K$22.91M2.8%49Reduced
10Healthequity Inc266.5K$22.27M2.8%5.2KReduced

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