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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 Chg Shares Chg % Period Price ① Since Period ①
1 ANET ARISTA NETWORKS INC Technology 22,000.0 $2.7M 2.88% -13K -37.1% $122.78 +15.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.4%
Industrials 14.9%
Utilities 9.7%
Communication Services 7.6%
Healthcare 6.7%
Financial Services 5.7%