Portfolio (Quarterly) Guide ↗

Bluegrass Capital Partners LP

· CIK 0001727353

13F Portfolio $139M AUM 10 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SAP	SAP SE	Technology	34,000	$8.3M	4.93%	SOLD

Sector Allocation

Financial Services 35.9%

Industrials 32.7%

Consumer Cyclical 16.0%

Technology 11.7%

Basic Materials 3.6%