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Portfolio (Quarterly) Guide ↗

Cane Capital Partners, LLC

· CIK 0002086121
13F Portfolio $229M AUM 131 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 51 Added 50 Reduced 36 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APP APPLOVIN CORP Technology 518.0 $206K 0.09% NEW $398.00 +49.8%
22 SOUN CALL SOUNDHOUND AI INC Technology 68,000.0 $197K 0.09% NEW $2.90 +188.6%
23 CALL DIREXION SHARES ETF TRUST 12,000.0 $51K 0.02% NEW $4.23
Page 2 of 2  ·  23 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 35.7%
Financial Services 16.4%
Communication Services 15.3%
Consumer Cyclical 11.2%
Consumer Defensive 7.4%
Industrials 5.9%
Energy 3.9%
Healthcare 3.6%
Utilities 0.3%
Real Estate 0.2%