Universe · entity
Freshford Capital Management, LLC
Institutional manager (13F) · CIK 1459270
13F holdings · as of 2026-03-31 · top 19 · reported portfolio $200M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FAIR ISAAC CORP | $27M | 25,450 |
| 2 | AMAZON COM INC | $18M | 87,257 |
| 3 | CANADIAN PACIFIC KANSAS CITY | $15M | 189,738 |
| 4 | 10X GENOMICS INC | $14M | 672,956 |
| 5 | APPLOVIN CORP | $13M | 32,723 |
| 6 | TWIST BIOSCIENCE CORP | $12M | 258,982 |
| 7 | UBER TECHNOLOGIES INC | $12M | 167,982 |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | $12M | 58,556 |
| 9 | MERCURY SYS INC | $11M | 154,065 |
| 10 | CACI INTL INC | $11M | 20,065 |
| 11 | ALPHABET INC | $11M | 37,260 |
| 12 | IQVIA HLDGS INC | $10M | 56,371 |
| 13 | GODADDY INC | $9M | 108,735 |
| 14 | ATLANTA BRAVES HLDGS INC | $8M | 190,762 |
| 15 | VERTEX INC | $7M | 565,547 |
| 16 | NEXTDECADE CORP | $4M | 551,100 |
| 17 | STANDARDAERO INC | $3M | 100,000 |
| 18 | STAAR SURGICAL CO | $2M | 125,000 |
| 19 | INSPERITY INC | $1M | 45,073 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.