Portfolio (Quarterly) Guide ↗

DRAVO BAY LLC

· CIK 0001910389

13F Portfolio $289M AUM 58 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 1 New 27 Added 19 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GOOGL	ALPHABET INC	Communication Services	770	$241K	0.10%	SOLD

Sector Allocation

Technology 52.5%

Consumer Cyclical 27.2%

Industrials 10.3%

Financial Services 10.0%