account_balance
Investment manager · 13F filer · SEC CIK 2050159
Elwood Capital Partners LP
Reported value$137Mas of Jun 30, 2026
Positions27 5 new, 5 sold out
Top 10 weight63.2%AMZN alone is 10%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
10.5%Trimmed −29%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.5%Trimmed −14%
UNHUnitedHealth Group Inc
9.1%Added +199%
SGISomnigroup International Inc.
8.6%Added +67%
TXNTexas Instruments Inc
4.9%Trimmed −25%
MSFTMicrosoft Corp
4.8%Trimmed −23%
STMSTMicroelectronics N.V.
4.4%Trimmed −20%
PMPhilip Morris International Inc.
3.7%Added +638%
LPXLouisiana-Pacific Corp
3.6%Trimmed −16%
GOOGLAlphabet Inc.
3.3%
AXONAxon Enterprise, Inc.
3.2%New
AMATApplied Materials Inc
3.1%New
AMZNAmazon.com Inc
10.5%Trimmed −29%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.5%Trimmed −14%
UNHUnitedHealth Group Inc
9.1%+199%
SGISomnigroup International Inc.
8.6%+67%
TXNTexas Instruments Inc
4.9%
MSFTMicrosoft Corp
4.8%
STM4.4%PM3.7%LPX3.6%GOOGL3.3%AXON3.2%AMAT3.1%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
AMZN Amazon.com Inc 10.5% Trimmed −29%TSM Taiwan Semiconductor Manufacturing Co Ltd 10.5% Trimmed −14%UNH UnitedHealth Group Inc 9.1% Added +199%SGI Somnigroup International Inc. 8.6% Added +67%TXN Texas Instruments Inc 4.9% Trimmed −25%MSFT Microsoft Corp 4.8% Trimmed −23%STM STMicroelectronics N.V. 4.4% Trimmed −20%PM Philip Morris International Inc. 3.7% Added +638%LPX Louisiana-Pacific Corp 3.6% Trimmed −16%GOOGL Alphabet Inc. 3.3% HeldAXON Axon Enterprise, Inc. 3.2% NewAMAT Applied Materials Inc 3.1% New
What changed
Biggest moves since Mar 31, 2026
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