CIK 0002023131 · Q1 2026
13F Equity AUM
$419.7M
-29.4% QoQ
Positions
3
-1 QoQ
AUM Rank
#4,817
Top 39%
Skill Alpha (FF)
—
Building track record (7q)
Quarters Tracked
9
~2 years
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Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.
Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)
Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.
Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”
Count of positions per weight bucket — (%) = combined portfolio weight