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Portfolio (Quarterly) Guide ↗

Fjell Capital, LLC

· CIK 0002053350
13F Portfolio $130M AUM 68 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 12 Reduced 5 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWD CROWDSTRIKE HLDGS INC Technology 581.0 $227K 0.17% +60.0 +11.5% $390.41 +66.0%
Page 3 of 3  ·  41 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 41.5%
Communication Services 12.6%
Financial Services 11.2%
Consumer Cyclical 10.1%
Industrials 9.7%
Consumer Defensive 5.0%
Healthcare 3.4%
Utilities 3.4%
Energy 3.2%