Institutions / 11 Capital Partners LP

11 Capital Partners LP

CIK 1801172 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$336.25M
Positions
20
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Amazon.com Incโ€”$26.65M115,4507.9%
Amphenol Corp /Deโ€”$26.20M193,8827.8%
Danaher Corp /Deโ€”$25.87M113,0007.7%
General Electric Coโ€”$24.51M79,5797.3%
Moody's Corpโ€”$22.43M43,9066.7%
Quanta Services Incโ€”$22.18M52,5536.6%
Microsoft Corpโ€”$21.91M45,2986.5%
Trane Technologies plcโ€”$21.53M55,3086.4%
Asml Holding N Vโ€”$19.77M18,4765.9%
Fair Isaac Corpโ€”$17.88M10,5755.3%
Sherwin Williams Coโ€”$16.38M50,5534.9%
Axon Enterprise Incโ€”$15.80M27,8264.7%
Blackstone Incโ€”$14.74M95,6264.4%
GE Vernova Inc.โ€”$14.59M22,3264.3%
Arthur J. Gallagher & Co.โ€”$13.90M53,7144.1%
Visa Incโ€”$13.36M38,0914.0%
Meta Platforms Incโ€”$8.69M13,1602.6%
Ferrovial SEโ€”$4.01M62,0141.2%
Aaon, Inc.โ€”$3.83M50,2621.1%
Canadian Pacific Kansas Cityโ€”$2.03M27,5530.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.