Institutions / Freshford Capital Management, LLC
Freshford Capital Management, LLC
CIK 1459270 · Institution · as of Dec 31, 2025
Portfolio value
$249.35M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Fair Isaac Corp | $31.29M | 12.6% |
| AppLovin Corp | $28.86M | 11.6% |
| Alphabet Inc. | $26.79M | 10.7% |
| Amazon.com Inc | $20.35M | 8.2% |
| GoDaddy Inc. | $17.61M | 7.1% |
| Trimble Inc. | $14.20M | 5.7% |
| Atlanta Braves Holdings, Inc. | $14.18M | 5.7% |
| 10x Genomics, Inc. | $13.59M | 5.5% |
| Caci International Inc /De | $13.47M | 5.4% |
| Twist Bioscience Corp | $13.33M | 5.3% |
| Mercury Systems Inc | $13.32M | 5.3% |
| Iqvia Holdings Inc. | $8.93M | 3.6% |
| Nexgen Energy Ltd | $8.24M | 3.3% |
| Canadian Pacific Kansas City | $8.17M | 3.3% |
| Workday Inc | $5.74M | 2.3% |
| Uniqure NV | $5.49M | 2.2% |
| Fluor Corp | $5.43M | 2.2% |
| Uber Technologies, Inc | $348.7K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.