Back to BTGP Boreas Fund LP - Series A

BTGP Boreas Fund LP - Series A

Quarter-over-quarter position changes

256 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
Added78462F103Jun 30, 2026+93,156>1000%93,600$69.57Mhigh
New464288513Jun 30, 2026+751,373New751,373$60.09Mhigh
TrimmedNVIDIA CorpJun 30, 2026-266,784-95%14,867$53.38Mhigh
TrimmedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMJun 30, 2026-109,385-99%711$52.24Mhigh
New922908363Jun 30, 2026+70,918New70,918$48.71Mmedium
New464287655Jun 30, 2026+160,000New160,000$48.07Mmedium
New464286822Jun 30, 2026+611,127New611,127$46.00Mmedium
TrimmedMeta Platforms IncJun 30, 2026-67,279-99%381$37.90Mmedium
Added464286400Jun 30, 2026+954,864+596%1,115,073$32.94Mmedium
NewTesla IncJun 30, 2026+77,042New77,042$32.40Mmedium
TrimmedAmazon.com IncJun 30, 2026-125,767-87%18,233$29.98Mmedium
TrimmedMICROSOFT CORPJun 30, 2026-74,986-96%3,022$27.97Mmedium
NewGrupo Cibest S.A.CIBJun 30, 2026+323,276New323,276$25.68Mmedium
New81369Y308Jun 30, 2026+285,500New285,500$23.72Mmedium
New81369Y506Jun 30, 2026+431,202New431,202$22.90Mmedium
TrimmedAlphabet Inc.Jun 30, 2026-55,321-98%1,284$19.55Mmedium
New47103U845Jun 30, 2026+342,802New342,802$17.31Mmedium
New767204100Jun 30, 2026+170,511New170,511$16.19Mmedium
NewWalmart Inc.Jun 30, 2026+128,500New128,500$14.55Mmedium
ExitedAlphabet Inc.Jun 30, 2026-44,120-100%0$13.81Mmedium
ExitedBooking Holdings IncJun 30, 2026-2,553-100%0$13.67Mmedium
AddedBroadcom Inc.Jun 30, 2026+34,675+97%70,366$13.10Mmedium
New92189F676Jun 30, 2026+19,609New19,609$12.86Mmedium
New47103U753Jun 30, 2026+264,830New264,830$12.54Mmedium
AddedCopa Holdings, S.A.Jun 30, 2026+74,910+742%85,000$11.65Mmedium
Exited233051879Jun 30, 2026-350,000-100%0$11.50Mmedium
New78464A698Jun 30, 2026+150,000New150,000$11.23Mmedium
New46090E103Jun 30, 2026+15,000New15,000$11.05Mmedium
ExitedFlutter Entertainment plcJun 30, 2026-50,000-100%0$10.75Mmedium
NewApple Inc.Jun 30, 2026+37,004New37,004$10.71Mmedium
New78464A714Jun 30, 2026+122,000New122,000$10.70Mmedium
TrimmedVisa IncJun 30, 2026-28,079-93%1,993$9.63Mmedium
TrimmedAlibaba Group Holding LtdBABAJun 30, 2026-99,495-99%518$9.55Mmedium
NewSPACE EXPLORATION TECHNOLOGIES CORPSPCXJun 30, 2026+51,707New51,707$8.83Mmedium
ExitedGlobal X Artificial Intelligence & Technology ETFJun 30, 2026-172,818-100%0$8.79Mmedium
Exited51817R205Jun 30, 2026-155,200-100%0$8.38Mmedium
ExitedPDD Holdings Inc.PDDJun 30, 2026-68,967-100%0$7.82Mmedium
ExitedPampa Energy Inc.PAMJun 30, 2026-88,217-100%0$7.81Mmedium
TrimmedELI LILLY & CoJun 30, 2026-6,033-97%207$7.24Mmedium
ExitedADOBE INC.Jun 30, 2026-20,000-100%0$7.00Mmedium
ExitedGlobant S.A.Jun 30, 2026-103,900-100%0$6.79Mmedium
ExitedNIKE, Inc.Jun 30, 2026-99,190-100%0$6.32Mmedium
Exited37954Y871Jun 30, 2026-144,066-100%0$6.16Mmedium
Exited46138E354Jun 30, 2026-83,513-100%0$5.96Mmedium
NewECOPETROL S.A.ECJun 30, 2026+402,757New402,757$5.74Mmedium
NewQUALCOMM INC/DEJun 30, 2026+30,015New30,015$5.55Mmedium
Exited46138E628Jun 30, 2026-65,000-100%0$5.48Mmedium
NewFREEPORT-MCMORAN INCJun 30, 2026+85,000New85,000$5.35Mmedium
ExitedWarren E. BuffettJun 30, 2026-10,496-100%0$5.28Mmedium
Added11271J107Jun 30, 2026+120,980+332%157,392$5.15Mmedium
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