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Portfolio (Quarterly) Guide ↗

Sivia Capital Partners, LLC

· CIK 0002012032
13F Portfolio $822M AUM 540 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 155 New 182 Added 107 Reduced 70 Exited
Page 10 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GRAB GRAB HOLDINGS LIMITED Technology 35,261.0 $133K 0.02% +23K +187.6% $3.77 -6.1%
182 GOSS GOSSAMER BIO INC Healthcare 152,298.0 $25K 0.00% +61K +66.1% $0.16 -4.9%
Page 10 of 10  ·  182 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 36.9%
Financial Services 14.5%
Industrials 11.1%
Consumer Cyclical 9.2%
Healthcare 7.9%
Communication Services 5.1%
Utilities 4.0%
Consumer Defensive 3.9%
Energy 2.7%
Real Estate 2.6%