account_balance
Investment manager · 13F filer · SEC CIK 1635663
Steamboat Capital Partners, LLC
Reported value$468Mas of Jun 30, 2026
Positions59 8 new, 5 sold out
Top 10 weight37.9%ACMR alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ACMRACM Research Inc
5.0%Trimmed −18%
GOOGAlphabet Inc
4.6%Trimmed −19%
AVGOBroadcom Inc
4.4%Added +21%
MUMicron Technology Inc
4.1%Trimmed −49%
AERAerCap Holdings NV
3.8%Added +63%
COMPCompass Inc
3.7%Trimmed −7%
DELLDell Technologies Inc
3.6%Trimmed −35%
THCTenet Healthcare Corp
3.2%Added +59%
CENXCentury Aluminum Co
2.9%Added +7%
MHOM/I Homes Inc
2.6%
GPNGlobal Payments Inc
2.3%Added +5%
CRC2.2%ACMR5.0%GOOG4.6%AVGO4.4%
MUMicron Technology Inc
4.1%Trimmed −49%
AERAerCap Holdings NV
3.8%Added +63%
COMPCompass Inc
3.7%Trimmed −7%
DELL3.6%THC3.2%CENX2.9%MHO2.6%GPN2.3%CRC2.2%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
ACMR ACM Research Inc 5.0% Trimmed −18%GOOG Alphabet Inc 4.6% Trimmed −19%AVGO Broadcom Inc 4.4% Added +21%MU Micron Technology Inc 4.1% Trimmed −49%AER AerCap Holdings NV 3.8% Added +63%COMP Compass Inc 3.7% Trimmed −7%DELL Dell Technologies Inc 3.6% Trimmed −35%THC Tenet Healthcare Corp 3.2% Added +59%CENX Century Aluminum Co 2.9% Added +7%MHO M/I Homes Inc 2.6% HeldGPN Global Payments Inc 2.3% Added +5%CRC California Resources Corp 2.2% Trimmed −20%
What changed