account_balance
Investment manager · 13F filer · SEC CIK 1684868
Engle Capital Management, L.P.
Reported value$364Mas of Jun 30, 2026
Positions20 3 new, 5 sold out
Top 10 weight81.3%WULF alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WULFTeraWulf Inc.
18.3%Trimmed −9%
CDNLCardinal Infrastructure Group Inc.
11.6%Added +41%
ROADConstruction Partners, Inc.
9.7%Added +45%
TBBBBBB Foods Inc
8.9%Added +8%
LGNLegence Corp.
8.5%Trimmed −29%
TLNTalen Energy Corp
5.7%Trimmed −13%
CIFRCipher Digital Inc.
5.2%
AERAerCap Holdings N.V.
5.1%Trimmed −22%
GOOGLAlphabet Inc.
4.2%+63%
HUTHut 8 Corp.
4.1%−13%
STRLSterling Infrastructure, Inc.
4.0%Trimmed −35%
STEPStepStone Group Inc.
3.4%+26%
WULFTeraWulf Inc.
18.3%Trimmed −9%
CDNLCardinal Infrastructure Group Inc.
11.6%+41%
ROADConstruction Partners, Inc.
9.7%
TBBBBBB Foods Inc
8.9%
LGNLegence Corp.
8.5%Trimmed −29%
TLNTalen Energy Corp
5.7%
CIFRCipher Digital Inc.
5.2%
AERAerCap Holdings N.V.
5.1%
GOOGLHUT4.1%STRL4.0%STEPBoxes 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
WULF TeraWulf Inc. 18.3% Trimmed −9%CDNL Cardinal Infrastructure Group Inc. 11.6% Added +41%ROAD Construction Partners, Inc. 9.7% Added +45%TBBB BBB Foods Inc 8.9% Added +8%LGN Legence Corp. 8.5% Trimmed −29%TLN Talen Energy Corp 5.7% Trimmed −13%CIFR Cipher Digital Inc. 5.2% HeldAER AerCap Holdings N.V. 5.1% Trimmed −22%GOOGL Alphabet Inc. 4.2% Added +63%HUT Hut 8 Corp. 4.1% Trimmed −13%STRL Sterling Infrastructure, Inc. 4.0% Trimmed −35%STEP StepStone Group Inc. 3.4% Added +26%
What changed
Biggest moves since Mar 31, 2026
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