Titelia

Holdings of Cane Capital Partners, LLC

116 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.8 % of the equity sleeve

Sector breakdown

  • Technology 31.5 %
  • Communication 13.9 %
  • Financials 13.7 %
  • Consumer discretionary 10.3 %
  • Consumer staples 6.6 %
  • Industrials 5.6 %
  • Health care 3.3 %
  • Energy 3.2 %
  • Funds 0.1 %
  • Utilities 0.1 %
  • Unattributed 11.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.5 %
  • NL 2.0 %
  • TW 1.4 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US113217.1M $96.48 %
2NL14.4M $1.98 %
3TW13M $1.35 %
4GB1429.9K $0.19 %

Positions

RankCompanySharesValueWeight
101Target Corp 1,853224.6K $
102Fastly Inc 7,502218K $
103State Street Utilities Select Sector SPDR ETF 4,740217.5K $
104RTX Corp 1,118215.7K $
105Reddit Inc 1,570211.4K $
106NextEra Energy Inc 2,271210.9K $
107AT&T Inc 7,137206.9K $
108Datadog Inc 1,747206.2K $
109AppLovin Corp 518206.2K $
110Walt Disney Co/The 2,133205.6K $
111Ares Capital Corp 11,220202.2K $
112Nuveen Municipal High Income O 14,400149.5K $
113Ford Motor Co 11,672134.7K $
114SoundHound AI Inc 19,583134.5K $
115C3.ai Inc 15,825133.2K $
116REIN THERAPEUTICS INC 18,00023.4K $