account_balance
Investment manager · 13F filer · SEC CIK 1972331
ClearAlpha Technologies LP
Reported value$58.3Mas of Jun 30, 2026
Positions79 45 new, 40 sold out
Top 10 weight34.1%TEL alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TELTE Connectivity PLC
6.3%New
MAMastercard Inc
6.1%New
TERTeradyne, Inc
3.6%New
HIIHuntington Ingalls Industries, Inc.
3.0%New
ADSKAutodesk, Inc.
2.8%New
CHKPCheck Point Software Technologies Ltd
2.8%New
BLKBlackRock, Inc.
2.5%Trimmed −36%
PEverpure, Inc.
2.4%New
CBRECBRE Group, Inc.
2.3%Trimmed −49%
CMECME Group Inc.
2.3%New
SPGIS&P Global Inc.
2.2%+95%
XLBSelect Sector SPDR Tr
2.2%New
TELTE Connectivity PLC
6.3%New
MAMastercard Inc
6.1%New
TERTeradyne, Inc
3.6%New
HIIHuntington Ingalls Industries, Inc.
3.0%New
ADSKAutodesk, Inc.
2.8%New
CHKPCheck Point Software Technologies Ltd
2.8%New
BLKBlackRock, Inc.
2.5%
PEverpure, Inc.
2.4%
CBRECBRE Group, Inc.
2.3%
CME2.3%SPGI2.2%XLB2.2%
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
TEL TE Connectivity PLC 6.3% NewMA Mastercard Inc 6.1% NewTER Teradyne, Inc 3.6% NewHII Huntington Ingalls Industries, Inc. 3.0% NewADSK Autodesk, Inc. 2.8% NewCHKP Check Point Software Technologies Ltd 2.8% NewBLK BlackRock, Inc. 2.5% Trimmed −36%P Everpure, Inc. 2.4% NewCBRE CBRE Group, Inc. 2.3% Trimmed −49%CME CME Group Inc. 2.3% NewSPGI S&P Global Inc. 2.2% Added +95%
XLB Select Sector SPDR Tr 2.2% New
What changed
Biggest moves since Mar 31, 2026
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