Institutions / Markin Volterra Fund LP
Markin Volterra Fund LP
CIK 2073603 · Institution · as of Dec 31, 2025
Portfolio value
$12.64M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $1.03M | 8.1% |
| iShares Tr | $1.02M | 8.1% |
| Palantir Technologies Inc | $568.4K | 4.5% |
| Micron Technology Inc | $512.6K | 4.1% |
| Credo Technology Group Holding Ltd | $492.1K | 3.9% |
| Lumentum Hldgs Inc | $477.3K | 3.8% |
| Western Digital Corp | $420.3K | 3.3% |
| Vertiv Holdings Co | $393.4K | 3.1% |
| Lam Research Corp | $374.7K | 3.0% |
| Broadcom Inc. | $368.3K | 2.9% |
| Coherent Corp | $350.3K | 2.8% |
| Alphabet Inc. | $346.8K | 2.7% |
| Constellation Energy Corp | $342.7K | 2.7% |
| SPDR Series Trust | $340.1K | 2.7% |
| Applied Materials Inc /De | $324.8K | 2.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $305.1K | 2.4% |
| Amphenol Corp /De | $302.2K | 2.4% |
| Advanced Micro Devices Inc | $294.0K | 2.3% |
| Kla Corp | $291.6K | 2.3% |
| Microsoft Corp | $291.1K | 2.3% |
| Asml Holding N V | $283.5K | 2.2% |
| Vistra Corp. | $282.2K | 2.2% |
| Jabil Inc | $281.4K | 2.2% |
| NRG Energy Inc | $255.6K | 2.0% |
| Cisco Systems, Inc. | $255.0K | 2.0% |
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.