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Portfolio (Quarterly) Guide ↗

Telligent Fund, LP

· CIK 0001470723
13F Portfolio $94M AUM 24 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 7 Added 1 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MSFT MICROSOFT CORP Technology 15,000 $7.3M 8.06% SOLD
2 META META PLATFORMS INC-CLASS A Communication Services 7,000 $4.6M 5.14% SOLD
3 IBIT ISHARES BITCOIN TRUST ETF Financial Services 62,000 $3.1M 3.42% SOLD
4 ORCL ORACLE CORP Technology 15,000 $2.9M 3.25% SOLD
5 MRVL MARVELL TECHNOLOGY INC Technology 25,600 $2.2M 2.42% SOLD
6 SIEMENS ENERGY AG-UNSP ADR 15,000 $2.1M 2.34% SOLD
7 Q QNITY ELECTRONICS INC Technology 16,000 $1.3M 1.45% SOLD
8 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 45,000 $1.0M 1.12% SOLD
Sector Allocation
Technology 55.4%
Industrials 14.9%
Utilities 9.7%
Communication Services 7.6%
Healthcare 6.7%
Financial Services 5.7%