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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $317M AUM 309 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 71 Added 189 Reduced 158 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 600.0 $6K 0.00% NEW $10.30 +223.7%
22 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,500.0 $6K 0.00% NEW $4.04 +2249.6%
23 CRM CALL SALESFORCE INC Technology 200.0 $5K 0.00% NEW $25.18 +529.0%
24 DELL CALL DELL TECHNOLOGIES INC Technology 300.0 $4K 0.00% NEW $13.45 +2870.2%
25 UBER CALL UBER TECHNOLOGIES INC Technology 600.0 $2K 0.00% NEW $4.08 +1767.6%
26 PCAR PUT PACCAR INC Industrials 300.0 $2K 0.00% NEW $7.90 +1427.6%
27 AMZN CALL AMAZON COM INC Consumer Cyclical 200.0 $2K 0.00% NEW $11.05 +2005.8%
28 CMCSA CALL COMCAST CORP NEW Communication Services 1,200.0 $2K 0.00% NEW $1.59 +1357.2%
29 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 200.0 $2K NEW $7.65 +1376.2%
30 NVDA CALL NVIDIA CORPORATION Technology 300.0 $1K NEW $4.65 +4040.4%
31 CEG CALL CONSTELLATION ENERGY CORP Utilities 100.0 $1K NEW $13.90 +1799.4%
32 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services $975.0 NEW
33 IWM CALL ISHARES TR 600.0 $924.0 NEW $1.54 +19247.4%
34 ACHR CALL ARCHER AVIATION INC Industrials 300.0 $756.0 NEW $2.52 +93.3%
35 RXRX CALL RECURSION PHARMACEUTICALS IN Healthcare 600.0 $600.0 NEW $1.00 +252.0%
36 AMD CALL ADVANCED MICRO DEVICES INC Technology 600.0 $582.0 NEW $0.97 +53671.1%
37 WFC CALL WELLS FARGO & CO Financial Services 300.0 $579.0 NEW $1.93 +4245.6%
38 NU CALL NU HLDGS LTD Financial Services 600.0 $306.0 NEW $0.51 +2482.4%
39 RBLX CALL ROBLOX CORP Technology 900.0 $252.0 NEW $0.28 +16885.7%
40 FCX CALL FREEPORT MCMORAN INC Basic Materials 300.0 $219.0 NEW $0.73 +8454.8%
Page 2 of 3  ·  43 positions

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 32.5%
Financial Services 17.8%
Communication Services 13.7%
Consumer Cyclical 10.4%
Healthcare 10.0%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 3.0%
Utilities 1.7%
Basic Materials 0.6%