account_balance

Investment manager · 13F filer · SEC CIK 1697366

Pier 88 Investment Partners LLC

Reported value$407Mas of Sep 30, 2026
Positions102 12 new, 20 sold out
Top 10 weight51.4%Etsy Inc alone is 7%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
Etsy Inc 6.8% Held
Global PMTS Inc 6.5% Added +4%
PPL Cap FDG Inc 5.5% Held
Uber Technologies Inc 5.2% Added +9%
Bank of Amer Corp 7.25 Percentage CNV PFD L 5.0% Added +3%
Wells Fargo & Co Perp PFD CNV A 4.7% Added +9%
Meritage Homes Corp 4.6% Held
Shift4 PMTS Inc 4.4% Held
NEEPRT NextEra Energy Inc 4.4% Trimmed −14%
HPEPRC Hewlett Packard Enterprise C 7.625 Mand Conv 4.3% Added +9%
GOOGM Alphabet Inc. 4.0% Trimmed −16%
Southern Co 3.7% Added +27%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • OKTA +610%
  • KKRPRD +42%
  • Nutanix Inc +27%
  • Southern Co +27%
arrow_downwardTrimmed
  • BAPRA −78%
  • Cloudflare Inc −41%
  • WEC Energy Group Inc −28%
  • Datadog Inc −23%
remove_circleSold out
  • Apollo Global MGMT Inc Ser A Mand CNV $6.38M
  • BE $1.09M
  • Joby Aviation Inc $913K
  • IWO $552K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast