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Portfolio (Quarterly) Guide ↗

Breakout Capital Partners, LP

· CIK 0001935243
13F Portfolio $174M AUM 8 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 1 New 2 Added 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ARGT GLOBAL X FDS 243,400.0 $22.7M 13.06% +57K +30.6% $93.32 -3.1%
2 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 591,143.0 $22.0M 12.68% +309K +109.8% $37.29 +14.6%

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
Financial Services 33.3%
Technology 27.8%
Energy 20.5%
Consumer Cyclical 18.4%