Institutions / Brooktree Capital Management

Brooktree Capital Management

CIK 1021296 · Institution · as of Mar 31, 2026
Portfolio value
$126.12M
Positions
44
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$126.12M-16.1%
$150.33M$138.22M$126.12MQ4 '25Q1 '26

Positions

44+7.3%
444341Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 44 →
CompanyClassValueShares% of portfolio
Interactive Brokers Group Inc$18.26M272,25214.5%
Rimini Street, Inc.RMNICommon Stock$12.98M3,958,68510.3%
People Inc$12.59M314,44810.0%
Par Technology Corp$11.50M862,3919.1%
Warren E. Buffett$8.98M18,7487.1%
Bread Financial Holdings Inc$7.38M98,5345.9%
Qualcomm INC/DE$6.77M52,5445.4%
Wix.com Ltd.$4.34M48,1603.4%
Fiserv Inc$3.74M67,0583.0%
Johnson & Johnson$3.64M14,9032.9%
Extreme Networks Inc$3.36M222,6882.7%
Dexcom Inc$3.16M50,2782.5%
Pfizer Inc$2.85M101,4352.3%
Thryv Holdings, Inc.$2.53M923,6112.0%
Rocket Companies, Inc.$2.21M154,9881.8%
Cloudflare, Inc.$2.12M10,2861.7%
Exxon Mobil Corp$1.71M10,0761.4%
Gitlab Inc.$1.37M63,4711.1%
ServiceNow Inc$1.30M12,4811.0%
Microsoft Corp$1.28M3,4631.0%
iShares Tr$1.17M6,4760.9%
West Pharmaceutical Services Inc$1.10M4,3720.9%
DXC Technology Company$1.09M86,7030.9%
General Dynamics Corp$1.08M3,1440.9%
AbbVie Inc.$1.08M4,9580.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimInteractive Brokers Group Inc
Common stock
$-8.62M-128K
-32.06%
272,252
14.48% of portfolio
medium
Q1 2026
as of
AddPar Technology Corp
Common stock
$6.30M+473K
+121.46%
862,391
9.11% of portfolio
medium
Q1 2026
as of
TrimBread Financial Holdings Inc
Common stock
$-4.76M-64K
-39.20%
98,534
5.85% of portfolio
low
Q1 2026
as of
AddWix.com Ltd.
Common stock
$4.15M+46K
+2271.25%
48,160
3.44% of portfolio
low
Q1 2026
as of
TrimJohnson & Johnson
Common stock
$-3.66M-15K
-50.12%
14,903
2.89% of portfolio
low
Q1 2026
as of
AddCloudflare, Inc.
Common stock
$1.82M+9K
+611.83%
10,286
1.68% of portfolio
low
Q1 2026
as of
TrimWarren E. Buffett
Common stock
$-1.52M-3K
-14.46%
18,748
7.12% of portfolio
low
Q1 2026
as of
AddFiserv Inc
Common stock
$1.51M+27K
+67.36%
67,058
2.97% of portfolio
low
Q1 2026
as of
NewGitlab Inc.
Common stock
$1.37M+63K
63,471
1.09% of portfolio
low
Q1 2026
as of
NewServiceNow Inc
Common stock
$1.30M+12K
12,481
1.03% of portfolio
low