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Portfolio (Quarterly) Guide ↗

Havemeyer Place LP

· CIK 0002026128
13F Portfolio $867M AUM 498 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 193 Added 81 Reduced 230 Exited
Page 18 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMCOR PLC 21,046.0 $837K 0.10% NEW $39.75
342 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 12,354.0 $835K 0.10% +12K +4031.8% $67.57 -1.0%
343 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 13,276.0 $832K 0.10% +12K +700.7% $62.70 +23.4%
344 AVB AVALONBAY CMNTYS INC Real Estate 4,909.0 $802K 0.09% NEW $163.35 +11.5%
345 SNX TD SYNNEX CORPORATION Technology 4,724.0 $797K 0.09% -6K -57.5% $168.71 +51.2%
346 QURE UNIQURE NV Healthcare 48,467.0 $792K 0.09% +19K +63.4% $16.35 +70.5%
347 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 8,038.0 $791K 0.09% NEW $98.42 -14.5%
348 EQIX EQUINIX INC Real Estate 805.0 $789K 0.09% +53.0 +7.0% $980.24 +8.7%
349 XEL XCEL ENERGY INC Utilities 9,872.0 $784K 0.09% NEW $79.44 +0.7%
350 DOCU DOCUSIGN INC Technology 16,538.0 $784K 0.09% NEW $47.41 +7.3%
351 BOX BOX INC Technology 33,145.0 $784K 0.09% NEW $23.64 +9.6%
352 TREX TREX CO INC Industrials 21,456.0 $781K 0.09% -19K -46.9% $36.42 +16.6%
353 SHOP SHOPIFY INC Technology 6,549.0 $777K 0.09% NEW $118.62 -2.3%
354 BAC BANK AMERICA CORP Financial Services 15,678.0 $764K 0.09% NEW $48.75 +4.9%
355 GILD GILEAD SCIENCES INC Healthcare 5,450.0 $760K 0.09% -2K -29.1% $139.37 -1.8%
356 BERKSHIRE HATHAWAY INC DEL 1,563.0 $749K 0.09% -1K -45.5% $479.20
357 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 44,773.0 $748K 0.09% +33K +289.0% $16.70 -6.8%
358 INVH INVITATION HOMES INC Real Estate 29,312.0 $728K 0.08% +20K +200.3% $24.85 +18.7%
359 BNTX BIONTECH SE Healthcare 8,153.0 $725K 0.08% +1K +17.9% $88.88 +8.1%
360 BROS DUTCH BROS INC Consumer Cyclical 14,186.0 $719K 0.08% +8K +136.8% $50.66 +14.0%
Page 18 of 25  ·  498 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 21.1%
Industrials 15.9%
Consumer Cyclical 14.1%
Financial Services 11.5%
Healthcare 11.0%
Consumer Defensive 7.2%
Basic Materials 5.4%
Energy 4.9%
Real Estate 3.8%
Communication Services 3.5%