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Portfolio (Quarterly) Guide ↗

Cromwell Holdings LLC

· CIK 0001894712
13F Portfolio $223M AUM 1,589 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 89 New 569 Added 129 Reduced 17 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWV COREWEAVE INC Technology 118.0 $12K 0.01% NEW $99.54 -15.1%
22 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 33.0 $9K 0.00% NEW $271.94 -39.6%
23 VERSIGENT LTD 193.0 $8K 0.00% NEW $42.01
24 RDDT REDDIT INC Communication Services 31.0 $5K 0.00% NEW $173.58 -10.1%
25 FN FABRINET Technology 8.0 $4K 0.00% NEW $562.12 -29.7%
26 FLUTTER ENTMT PLC 44.0 $4K 0.00% NEW $102.16
27 NTNX NUTANIX INC Technology 86.0 $4K 0.00% NEW $50.97 +33.6%
28 MDLN MEDLINE INC Healthcare 111.0 $4K 0.00% NEW $39.44 -7.2%
29 STRL STERLING INFRASTRUCTURE INC Industrials 5.0 $4K 0.00% NEW $839.40 -45.2%
30 IONQ IONQ INC Technology 74.0 $4K 0.00% NEW $53.26 -26.7%
31 TTMI TTM TECHNOLOGIES INC Technology 21.0 $4K 0.00% NEW $187.00 -38.3%
32 GH GUARDANT HEALTH INC Healthcare 26.0 $4K 0.00% NEW $150.04 +7.3%
33 TEAM ATLASSIAN CORPORATION Technology 50.0 $4K 0.00% NEW $77.80 +150.2%
34 PINNACLE FINL PARTNERS INC 38.0 $4K 0.00% NEW $100.87
35 AEIS ADVANCED ENERGY INDS Industrials 10.0 $4K 0.00% NEW $372.90 -26.4%
36 SITM SITIME CORP Technology 5.0 $4K 0.00% NEW $745.60 -23.0%
37 NXT NEXTPOWER INC Technology 30.0 $4K 0.00% NEW $119.13 -29.9%
38 DY DYCOM INDS INC Industrials 7.0 $4K 0.00% NEW $505.57 -41.5%
39 CDE COEUR MNG INC Basic Materials 209.0 $3K 0.00% NEW $16.32 +32.7%
40 HUBS HUBSPOT INC Technology 18.0 $3K 0.00% NEW $182.50 +39.9%
Page 2 of 5  ·  89 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 37.3%
Financial Services 13.5%
Healthcare 9.5%
Consumer Cyclical 9.5%
Industrials 7.9%
Communication Services 7.1%
Consumer Defensive 4.5%
Energy 4.2%
Utilities 2.7%
Basic Materials 2.3%