Institutions / TradeLink Capital LLC
TradeLink Capital LLC
CIK 1642044 · Institution · as of Dec 31, 2025
Portfolio value
$12.5K
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| Walmart Inc. | $2.0K | 15.8% |
| BIO-TECHNE Corp | $1.2K | 9.8% |
| Ishr Dj Real Est | $864 | 6.9% |
| MSC Industrial Direct Co., Inc. | $841 | 6.7% |
| SPDR S&P Midcap 400 ETF | $784 | 6.3% |
| CoStar Group Inc | $764 | 6.1% |
| Celestica Inc | $508 | 4.1% |
| Palo Alto Networks Inc | $479 | 3.8% |
| Cohu Inc | $393 | 3.1% |
| Huron Consulting Group Inc. | $387 | 3.1% |
| Blackbaud Inc | $382 | 3.1% |
| Nordson Corp | $305 | 2.4% |
| Advanced Drainage Systems, Inc. | $303 | 2.4% |
| Enova International, Inc. | $298 | 2.4% |
| GXO Logistics, Inc. | $296 | 2.4% |
| ICF International Inc | $296 | 2.4% |
| SiteOne Landscape Supply, Inc. | $295 | 2.4% |
| Microchip Technology Inc | $285 | 2.3% |
| Monro, Inc. | $282 | 2.3% |
| Globant S.A. | $251 | 2.0% |
| Everforth Inc | $239 | 1.9% |
| Korn Ferry | $238 | 1.9% |
| Scotts Miracle-Gro Co | $235 | 1.9% |
| DoubleVerify Holdings, Inc. | $207 | 1.7% |
| ACV Auctions Inc. | $207 | 1.7% |
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.