account_balance
Investment manager · 13F filer · SEC CIK 1801172
11 Capital Partners LP
Reported value$341Mas of Jun 30, 2026
Positions20 3 new, 2 sold out
Top 10 weight66.5%LRCX alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
8.3%New
ASMLASML Holding NV
8.0%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.8%Trimmed −13%
MCOMoody's Corp
7.1%
VVisa Inc.
6.8%Added +9%
GEVGE Vernova Inc.
6.6%Trimmed −4%
LINLinde PLC
6.3%Added +31%
AAPLApple Inc.
5.4%New
AMZNAmazon.com Inc
5.1%Trimmed −26%
FWONKLiberty Media Corp
5.1%New
RBCRBC Bearings INC
4.7%Trimmed −6%
TTTrane Technologies PLC
4.4%
LRCXLam Research Corp
8.3%New
ASMLASML Holding NV
8.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.8%
MCOMoody's Corp
7.1%
VVisa Inc.
6.8%+9%
GEVGE Vernova Inc.
6.6%−4%
LINLinde PLC
6.3%
AAPLApple Inc.
5.4%
AMZNAmazon.com Inc
5.1%
FWONKLiberty Media Corp
5.1%
RBCRBC Bearings INC
4.7%
TTTrane Technologies PLC
4.4%
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
LRCX Lam Research Corp 8.3% NewASML ASML Holding NV 8.0% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 7.8% Trimmed −13%MCO Moody's Corp 7.1% HeldV Visa Inc. 6.8% Added +9%GEV GE Vernova Inc. 6.6% Trimmed −4%LIN Linde PLC 6.3% Added +31%AAPL Apple Inc. 5.4% NewAMZN Amazon.com Inc 5.1% Trimmed −26%FWONK Liberty Media Corp 5.1% NewRBC RBC Bearings INC 4.7% Trimmed −6%TT Trane Technologies PLC 4.4% Trimmed −23%
What changed
Biggest moves since Mar 31, 2026
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