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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RXRX CALL RECURSION PHARMACEUTICALS IN Healthcare 600.0 $600.0 NEW $1.00 +252.0%
302 AMD CALL ADVANCED MICRO DEVICES INC Technology 600.0 $582.0 NEW $0.97 +53671.1%
303 WFC CALL WELLS FARGO & CO Financial Services 300.0 $579.0 NEW $1.93 +4245.6%
304 NU CALL NU HLDGS LTD Financial Services 600.0 $306.0 NEW $0.51 +2482.4%
305 RBLX CALL ROBLOX CORP Technology 900.0 $252.0 NEW $0.28 +16885.7%
306 FCX CALL FREEPORT MCMORAN INC Basic Materials 300.0 $219.0 NEW $0.73 +8454.8%
307 PEP CALL PEPSICO INC Consumer Defensive 1,200.0 $36.0 NEW $0.03 +471200.0%
308 PYPL PUT PAYPAL HLDGS INC Financial Services 600.0 NEW
309 XLE PUT SELECT SECTOR SPDR TR 600.0 NEW
Page 16 of 16  ·  309 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%