Titelia

Holdings of Bull Harbor Capital LLC

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Net assets
-
Positions
417 in 1 countries
Top ten
15.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401Kyndryl Holdings Inc 11,212147.1K $
402DoubleVerify Holdings Inc 14,756140.2K $
403CCC Intelligent Solutions Holdings Inc 22,489134.9K $
404Freshworks Inc 16,462132.2K $
405ZoomInfo Technologies Inc 19,579117.1K $
406Medical Properties Trust Inc 22,913106.1K $
407Newell Brands Inc 22,83778.3K $
408Wendy's Co/The 10,78775K $
409Playtika Holding Corp 17,97250K $
410Ironwood Pharmaceuticals Inc 13,72148.2K $
411UWM Holdings Corp 12,52445.3K $
412Alight Inc 53,49631.2K $
413Allogene Therapeutics Inc 12,70331K $
414Beyond Meat Inc 22,29515.6K $
415Rackspace Technology Inc 12,09211.8K $
416New Fortress Energy Inc 19,48511.5K $
417Gossamer Bio Inc 31,19610.2K $

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Sector breakdown

  • Technology 16.8 %
  • Industrials 11.3 %
  • Financials 8.3 %
  • Health care 7.9 %
  • Consumer discretionary 7.0 %
  • Funds 4.5 %
  • Consumer staples 4.2 %
  • Communication 3.5 %
  • Utilities 3.1 %
  • Energy 2.9 %
  • Materials 2.3 %
  • Real estate 0.9 %
  • Unattributed 27.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States417345.2M $100.00 %
Cite this page

Titelia. "Holdings of Bull Harbor Capital LLC". https://titelia.com/en/funds/US13F2135047