account_balance
Investment manager · 13F filer · SEC CIK 1470723
Telligent Fund, LP
Reported value$104Mas of Sep 30, 2026
Positions22 8 new, 9 sold out
Top 10 weight80.8%MU alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
15.3%
NVDANvidia Corp
10.9%Added +4%
AVGOBroadcom Inc
10.1%
INTCIntel Corp
8.3%Trimmed −20%
GOOGAlphabet Inc-cl C
7.8%Trimmed −9%
LLYEli Lilly & Co
7.3%
GEVGe Vernova Inc
7.3%Trimmed −20%
VRTVertiv Holdings Co
5.1%Trimmed −12%
KLACKla Tencor Corp
4.9%Added +30%
AMDAdvanced Micro Devices
3.9%Trimmed −34%
GLWCorning Inc
3.5%Added +50%
LITELumentum Holdings Inc
2.8%Trimmed −29%
MUMicron Technology Inc
15.3%
NVDANvidia Corp
10.9%Added +4%
AVGOBroadcom Inc
10.1%
INTCIntel Corp
8.3%Trimmed −20%
GOOGAlphabet Inc-cl C
7.8%Trimmed −9%
LLY7.3%GEV7.3%VRT5.1%KLAC4.9%AMD3.9%GLW3.5%LITE2.8%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
MU Micron Technology Inc 15.3% HeldNVDA Nvidia Corp 10.9% Added +4%AVGO Broadcom Inc 10.1% HeldINTC Intel Corp 8.3% Trimmed −20%GOOG Alphabet Inc-cl C 7.8% Trimmed −9%LLY Eli Lilly & Co 7.3% HeldGEV Ge Vernova Inc 7.3% Trimmed −20%VRT Vertiv Holdings Co 5.1% Trimmed −12%KLAC Kla Tencor Corp 4.9% Added +30%AMD Advanced Micro Devices 3.9% Trimmed −34%GLW Corning Inc 3.5% Added +50%LITE Lumentum Holdings Inc 2.8% Trimmed −29%
What changed