Institutions / Telligent Fund, LP
Telligent Fund, LP
CIK 1470723 · Institution · as of Dec 31, 2025
Portfolio value
$89.95M
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $9.00M | 10.0% |
| NVIDIA Corp | $8.21M | 9.1% |
| Microsoft Corp | $7.25M | 8.1% |
| ELI LILLY & Co | $7.09M | 7.9% |
| GE Vernova Inc. | $6.54M | 7.3% |
| Alphabet Inc. | $6.28M | 7.0% |
| Amphenol Corp /De | $5.14M | 5.7% |
| SPDR Gold Shares | $4.76M | 5.3% |
| Meta Platforms Inc | $4.62M | 5.1% |
| Arista Networks, Inc.ANET | $4.59M | 5.1% |
| Vertiv Holdings Co | $4.05M | 4.5% |
| Intel Corp | $3.25M | 3.6% |
| iShares Bitcoin Trust ETF | $3.08M | 3.4% |
| Oracle Corp | $2.92M | 3.3% |
| Palantir Technologies Inc | $2.84M | 3.2% |
| Howmet Aerospace Inc. | $2.46M | 2.7% |
| Marvell Technology, Inc. | $2.18M | 2.4% |
| Siemens Energy Ag-Unsp Adr | $2.10M | 2.3% |
| Qnity Electronics, Inc. | $1.31M | 1.5% |
| General Electric Co | $1.29M | 1.4% |
| iShares Ethereum Trust ETF | $1.01M | 1.1% |
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.