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Portfolio (Quarterly) Guide ↗

Cromwell Holdings LLC

· CIK 0001894712
13F Portfolio $178M AUM 1,523 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 322 Added 98 Reduced 26 Exited
Page 17 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EEFT EURONET WORLDWIDE INC Technology 5.0 $332.0 +2.0 +66.7% $66.40 +4.1%
322 ZG ZILLOW GROUP INC Communication Services 8.0 $331.0 +1.0 +14.3% $41.38 -11.9%
Page 17 of 17  ·  322 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 13.6%
Communication Services 9.9%
Healthcare 9.9%
Consumer Cyclical 9.6%
Industrials 8.0%
Energy 5.5%
Consumer Defensive 4.8%
Utilities 3.0%
Basic Materials 2.7%