Portfolio (Quarterly)
Guide ↗
Avantyr Capital Partners, LP
· CIK 0002087378| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | Technology | 134,603 | $177.8M | 8.54% | SOLD |
| 2 | LIN | LINDE PLC | Basic Materials | 105,356 | $52.2M | 2.51% | SOLD |
| 3 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 1,035,872 | $38.3M | 1.84% | SOLD |
| 4 | WIT | WIPRO LTD | Technology | 13,886,108 | $29.4M | 1.41% | SOLD |
| 5 | FAF | FIRST AMERN FINL CORP | Financial Services | 414,766 | $25.0M | 1.20% | SOLD |
| 6 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 798,137 | $11.9M | 0.57% | SOLD |
Sector Allocation
Financial Services
21.1%
Industrials
19.4%
Technology
16.6%
Basic Materials
13.1%
Communication Services
11.3%
Consumer Defensive
9.5%
Consumer Cyclical
9.1%