account_balance
Investment manager · 13F filer · SEC CIK 1903866
Highlander Partners, L.P.
Reported value$298Mas of Jun 30, 2026
Positions44 1 new, 2 sold out
Top 10 weight79.4%VRT alone is 22%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
22.2%Trimmed −25%
BXBlackstone Inc.
9.4%
KEYSKeysight Technologies, Inc.
9.3%
SGISomnigroup International Inc.
8.7%Added +2254%
AMZNAmazon.com Inc
8.3%
MIRMMirum Pharmaceuticals, Inc.
4.8%
DELLDell Technologies Inc.
4.3%
SPXCSPX Technologies, Inc.
4.3%
TCBITexas Capital Bancshares Inc
4.3%
SUNBSunbelt Rentals Holdings, Inc.
3.8%New
DHRDanaher Corp
3.7%
BABAAlibaba Group Holding Ltd
2.8%
VRTVertiv Holdings Co
22.2%Trimmed −25%
BXBlackstone Inc.
9.4%
KEYSKeysight Technologies, Inc.
9.3%
SGISomnigroup International Inc.
8.7%
AMZNAmazon.com Inc
8.3%
MIRMMirum Pharmaceuticals, Inc.
4.8%
DELLDell Technologies Inc.
4.3%
SPXCSPX Technologies, Inc.
4.3%
TCBI4.3%SUNBDHR3.7%BABABoxes 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
VRT Vertiv Holdings Co 22.2% Trimmed −25%BX Blackstone Inc. 9.4% HeldKEYS Keysight Technologies, Inc. 9.3% HeldSGI Somnigroup International Inc. 8.7% Added +2254%AMZN Amazon.com Inc 8.3% HeldMIRM Mirum Pharmaceuticals, Inc. 4.8% HeldDELL Dell Technologies Inc. 4.3% HeldSPXC SPX Technologies, Inc. 4.3% HeldTCBI Texas Capital Bancshares Inc 4.3% HeldSUNB Sunbelt Rentals Holdings, Inc. 3.8% NewDHR Danaher Corp 3.7% HeldBABA Alibaba Group Holding Ltd 2.8% Held
What changed
Biggest moves since Mar 31, 2026
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