Universe · entity
Telligent Fund, LP
Institutional manager (13F) · CIK 1470723
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $94M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | GE VERNOVA INC | $9M | 10,000 |
| 2 | BROADCOM INC | $9M | 28,000 |
| 3 | NVIDIA CORP | $8M | 48,000 |
| 4 | ALPHABET INC-CL C | $7M | 24,000 |
| 5 | VERTIV HOLDINGS CO-A | $6M | 25,000 |
| 6 | ELI LILLY & CO | $6M | 6,600 |
| 7 | SPDR GOLD SHARES | $5M | 12,000 |
| 8 | AMPHENOL CORP-CL A | $5M | 40,000 |
| 9 | MICRON TECHNOLOGY INC | $4M | 12,000 |
| 10 | INTEL CORP | $4M | 88,000 |
| 11 | HOWMET AEROSPACE INC | $4M | 16,500 |
| 12 | PALANTIR TECHNOLOGIES INC-A | $3M | 22,000 |
| 13 | STRATEGY INC | $3M | 23,400 |
| 14 | ARISTA NETWORKS INC | $3M | 22,000 |
| 15 | KLA CORP | $3M | 1,800 |
| 16 | SIEMENS ENERGY AG SPON ADR | $3M | 15,000 |
| 17 | GENERAL ELECTRIC | $2M | 8,000 |
| 18 | SERVICENOW INC | $2M | 20,000 |
| 19 | LUMENTUM HOLDINGS INC | $2M | 2,400 |
| 20 | ADVANCED MICRO DEVICES | $2M | 8,000 |
| 21 | COHERENT CORP | $2M | 6,600 |
| 22 | CELESTICA INC | $1M | 5,000 |
| 23 | ADVANCED ENERGY INDUSTRIES | $1M | 3,300 |
| 24 | NEBIUS GROUP NV | $934k | 9,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.