account_balance
Investment manager · 13F filer · SEC CIK 2081629
O'Connor Alternative Investments LLC
Reported value$1.37Bas of Jun 30, 2026
Positions149 62 new, 34 sold out
Top 10 weight74.3%GTLS alone is 44%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GTLSChart Inds
43.7%New
BLDTopbuild C
12.4%New
Cloudflare
Snowflake
On Semicon
2.2%Added +25%
Akamai Tec
2.2%Added +67%
GOOGAlphabet Inc.
2.1%+59%
SMCIPSuper Micro Computer, Inc.
2.1%New
KLARKlarna Group PLC
1.7%
GOOGNAlphabet Inc.
1.6%
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
GTLS Chart Inds 43.7% New
BLD Topbuild C 12.4% New
Cloudflare 3.6% Added +77%
Snowflake 2.7% Trimmed −16%
On Semicon 2.2% Added +25%
Akamai Tec 2.2% Added +67%
GOOG Alphabet Inc. 2.1% Added +59%SMCIP Super Micro Computer, Inc. 2.1% NewKLAR Klarna Group PLC 1.7% HeldGOOGN Alphabet Inc. 1.6% NewGamestop C 1.5% New
Live Natio 1.3% Trimmed −33%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.