account_balance

Investment manager · 13F filer · SEC CIK 1133521

Steelhead Partners LLC

Reported value$1.62Bas of Sep 30, 2026

Positions29 11 new, 7 sold out

Top 10 weight63.5%Avnet Inc alone is 9%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Avnet Inc

8.6%New

Uber Technologies Inc

Dropbox Inc

6.7%New

Nutanix Inc

5.8%Added +10%

Alarm Com Hldgs Inc

Dexcom Inc

5.3%Added +9%

Zscaler Inc

4.8%New

LCI Inds

4.3%

Coinbase Global Inc

4.2%New

Avnet Inc

Dropbox Inc

Nutanix Inc

Dexcom Inc

Zscaler Inc

LCI Inds

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

Avnet Inc 8.6% New

Uber Technologies Inc 8.5% Held

Akamai Technologies Inc 8.3% Added +20%

Dropbox Inc 6.7% New

Nutanix Inc 5.8% Added +10%

Alarm Com Hldgs Inc 5.4% Held

Bridgebio Pharma Inc 5.3% Trimmed −21%

Dexcom Inc 5.3% Added +9%

Alnylam Pharmaceuticals Inc 4.9% Added +12%

Zscaler Inc 4.8% New

LCI Inds 4.3% Held

Coinbase Global Inc 4.2% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing

add_circleNew

Avnet Inc $139M
Dropbox Inc $108M
Zscaler Inc $77.9M
Coinbase Global Inc $67.3M

arrow_upwardAdded

Digitalocean Hldgs Inc +49%
Bill Holdings Inc +30%
Akamai Technologies Inc +20%
Alnylam Pharmaceuticals Inc +12%

arrow_downwardTrimmed

Doordash Inc −57%
Workiva Inc −48%
Varonis Sys Inc −30%
Bridgebio Pharma Inc −21%

remove_circleSold out

Cloudflare Inc $64.4M
Datadog Inc $42.6M
Halozyme Therapeutics Inc $39.1M
Snowflake Inc $33.3M

Steelhead Partners LLC

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Where the money is

Biggest moves since Jun 30, 2026

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