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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $480M AUM 787 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 787 New
Page 34 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 THO THOR INDS INC COM Consumer Cyclical 44.0 $5K 0.00% NEW $102.66 -22.6%
662 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 280.0 $5K 0.00% NEW $16.10 +139.7%
663 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 21.0 $4K 0.00% NEW $214.05 -11.5%
664 MMM 3M CO COM Industrials 28.0 $4K 0.00% NEW $160.11 -2.7%
665 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 96.0 $4K 0.00% NEW $46.48 -13.9%
666 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 54.0 $4K 0.00% NEW $82.02 -22.2%
667 FOX FOX CORP CL B COM Communication Services 67.0 $4K 0.00% NEW $64.93 -9.4%
668 HWM HOWMET AEROSPACE INC COM Industrials 20.0 $4K 0.00% NEW $205.00 +25.2%
669 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 7.0 $4K 0.00% NEW $580.71 -11.4%
670 INSM INSMED INC COM PAR $.01 Healthcare 23.0 $4K 0.00% NEW $174.04 -38.7%
671 MANH MANHATTAN ASSOCIATES INC COM Technology 23.0 $4K 0.00% NEW $173.30 -19.5%
672 PCOR PROCORE TECHNOLOGIES INC COM Technology 54.0 $4K 0.00% NEW $72.74 -35.4%
673 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 25.0 $4K 0.00% NEW $154.80 -3.8%
674 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 82.0 $4K 0.00% NEW $45.74 -30.3%
675 BLOCK INC CL A 54.0 $4K 0.00% NEW $65.09
676 FROG JFROG LTD ORD SHS Technology 56.0 $3K 0.00% NEW $62.46 +14.4%
677 MC MOELIS & CO CL A Financial Services 50.0 $3K 0.00% NEW $68.74 -3.2%
678 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 12.0 $3K 0.00% NEW $283.33 -19.3%
679 ALAB ASTERA LABS INC COM Technology 20.0 $3K 0.00% NEW $166.35 +90.2%
680 RACE FERRARI N V COM Consumer Cyclical 9.0 $3K 0.00% NEW $369.56 -11.0%
Page 34 of 40  ·  787 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 30.0%
Financial Services 19.7%
Healthcare 8.7%
Industrials 8.5%
Consumer Cyclical 7.1%
Communication Services 7.1%
Consumer Defensive 6.7%
Energy 5.7%
Utilities 3.0%
Real Estate 2.0%