account_balance
Investment manager · 13F filer · SEC CIK 1819581
Cloverfields Capital Group, LP
Reported value$320Mas of Sep 30, 2026
Positions96 15 new, 9 sold out
Top 10 weight27.7%TSM alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.4%Trimmed −8%
GOOGAlphabet Inc.
3.3%Trimmed −2%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
3.0%Trimmed −14%
MSFTMicrosoft Corp
2.7%Trimmed −24%
PMPhilip Morris International Inc.
2.5%Trimmed −3%
METAMeta Platforms, Inc.
2.4%
GEGeneral Electric Co
2.2%
SCHWCharles Schwab Corp
2.2%Trimmed −3%
CPAYCorpay, Inc.
2.0%Trimmed −3%
UBERUber Technologies, Inc
2.0%
CPCanadian Pacific Kansas City Ltd
2.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.4%Trimmed −8%
GOOGAlphabet Inc.
3.3%
NVDANVIDIA Corp
3.1%
AMZNAmazon.com Inc
3.0%−14%
MSFTMicrosoft Corp
2.7%−24%
PMPhilip Morris International Inc.
2.5%−3%
METAMeta Platforms, Inc.
2.4%
GEGeneral Electric Co
2.2%
SCHWCharles Schwab Corp
2.2%
CPAYCorpay, Inc.
2.0%
UBERUber Technologies, Inc
2.0%
CPCanadian Pacific Kansas City Ltd
2.0%
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
TSM Taiwan Semiconductor Manufacturing Co Ltd 4.4% Trimmed −8%GOOG Alphabet Inc. 3.3% Trimmed −2%NVDA NVIDIA Corp 3.1% HeldAMZN Amazon.com Inc 3.0% Trimmed −14%MSFT Microsoft Corp 2.7% Trimmed −24%PM Philip Morris International Inc. 2.5% Trimmed −3%META Meta Platforms, Inc. 2.4% HeldGE General Electric Co 2.2% HeldSCHW Charles Schwab Corp 2.2% Trimmed −3%CPAY Corpay, Inc. 2.0% Trimmed −3%UBER Uber Technologies, Inc 2.0% HeldCP Canadian Pacific Kansas City Ltd 2.0% Trimmed −22%
What changed
Biggest moves since Jun 30, 2026
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