Back to 9823 Capital, L.P.

9823 Capital, L.P.

All holdings · as of Dec 31, 2025

59 positions

CompanyClassValueShares% of portfolio
TheRealReal, Inc.$179.6K11,3810.1%
GRAB HOLDINGS LIMITED$179.6K35,9860.1%
MANITOWOC CO INC$178.9K14,9200.1%
Replimune Group, Inc.$178.2K18,3320.1%
Orion Group Holdings Inc$177.2K17,8230.1%
GRAFTECH INTERNATIONAL LTDEAFCommon Stock$177.0K11,4100.1%
Phathom Pharmaceuticals, Inc.PHATCommon Stock$173.0K10,4290.1%
Snap Inc$127.3K15,7770.1%
LESAKA TECHNOLOGIES INCLSAKCommon Stock$93.7K19,6500.1%
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