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Portfolio (Quarterly) Guide ↗

OxenFree Capital LLC

· CIK 0002009781
13F Portfolio $218M AUM 56 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 20 Added 21 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 6,213.0 $1.8M 0.83% NEW $292.14 -0.3%
2 PATN PACER FDS TR 19,093.0 $682K 0.31% NEW $35.71 -1.2%
3 MU MICRON TECHNOLOGY INC Technology 258.0 $242K 0.11% NEW $938.67 -0.6%
4 TSLA TESLA INC Consumer Cyclical 507.0 $204K 0.09% NEW $403.14 -11.7%

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 47.8%
Technology 25.9%
Utilities 14.5%
Healthcare 4.6%
Consumer Cyclical 4.2%
Consumer Defensive 3.0%