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Portfolio (Quarterly) Guide ↗

Silver Coast Investments LLC

· CIK 0002012033
13F Portfolio $336M AUM 121 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 51 Added 36 Reduced 6 Exited
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PATH UIPATH INC Technology 11,731.0 $128K 0.04% -2K -11.9% $10.87 +71.8%
Page 7 of 7  ·  121 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 32.1%
Financial Services 16.3%
Industrials 15.1%
Consumer Defensive 7.8%
Energy 7.4%
Healthcare 6.8%
Consumer Cyclical 4.7%
Communication Services 4.6%
Basic Materials 4.5%
Utilities 0.6%