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9823 Capital, L.P.

13F filer · CIK 0001982920
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$148MU.S. long equity reported on 13F
Positions2317 new · 31 closed
Net flow last quarter-$1.67MBuys minus sells
Top 10 positions weight86.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202623 positions
AAPLApple Inc.$88.3M59.60%0.00%-0.2%Q4 2025
AMZNAmazon Com Inc$17.1M11.57%0.00%+1.3%Q4 2025
QQQInvesco QQQ Trust, Series 1$11.2M7.57%Not reportedNot reportedQ4 2025
SPYSPDR S&P 500 ETF Trust$5.8M3.92%Not reported+0.1%Q4 2025
MSFTMicrosoft Corp$2.43M1.64%0.00%+0.1%Q4 2025
FIXComfort Systems USA Inc$622K0.42%0.00%NewQ2 2026
TRGPTarga Resources Corp.$616K0.42%0.00%NewQ2 2026
PSXPhillips 66$581K0.39%0.00%NewQ2 2026
CATCaterpillar Inc$565K0.38%0.00%NewQ2 2026
VRTXVertex Pharmaceuticals Inc / Ma$543K0.37%0.00%NewQ2 2026
ETNEaton Corp plc$543K0.37%0.00%NewQ2 2026
GSGoldman Sachs Group Inc$539K0.36%0.00%NewQ2 2026
BIIBBiogen Inc.$539K0.36%0.00%NewQ2 2026
METMetlife Inc$533K0.36%0.00%NewQ2 2026
LINLinde PLC$366K0.25%0.00%-25.3%Q1 2026
GEVGE Vernova Inc.$310K0.21%0.00%NewQ2 2026
TSLATesla, Inc.$223K0.15%0.00%Not reportedQ4 2025
SPCKSuperclick Inc$221K0.15%0.00%NewQ2 2026
ASMLAsml Holding NV$221K0.15%0.00%NewQ2 2026
LYVLive Nation Entertainment, Inc.$218K0.15%0.00%NewQ2 2026
OPRXOptimizeRx Corp$141K0.09%0.13%NewQ2 2026
PHRPhreesia, Inc.$133K0.09%0.02%NewQ2 2026
FVRRFiverr International Ltd.$123K0.08%0.03%NewQ2 2026
Q1 2026Reported May 15, 202637 positions
AAPLApple Inc.$77.6M58.58%0.00%-0.3%Q4 2025
AMZNAmazon Com Inc$14.8M11.16%0.00%-3.7%Q4 2025
QQQInvesco QQQ Trust, Series 1$8.79M6.63%Not reported+5.0%Q4 2025
SPYSPDR S&P 500 ETF Trust$5.05M3.81%Not reported+6.3%Q4 2025
MSFTMicrosoft Corp$2.41M1.82%0.00%-1.6%Q4 2025
EBAYEbay Inc$672K0.51%0.00%NewQ1 2026
EQIXEquinix Inc$473K0.36%0.00%NewQ1 2026
LINLinde PLC$468K0.35%0.00%NewQ1 2026
KRKroger Co$465K0.35%0.00%NewQ1 2026
MRVLMarvell Technology, Inc.$219K0.17%0.00%NewQ1 2026
PLTRPalantir Technologies Inc.$210K0.16%0.00%NewQ1 2026
GEGeneral Electric Co$209K0.16%0.00%-60.6%Q4 2025
DKNGDraftKings Inc.$208K0.16%Not reportedNewQ1 2026
NRGNRG Energy, Inc.$208K0.16%0.00%NewQ1 2026
CHWYChewy, Inc.$204K0.15%7569.00%NewQ1 2026
MUMicron Technology Inc$203K0.15%0.00%NewQ1 2026
VFCV F Corp$194K0.15%0.00%+13.1%Q4 2025
WTWisdomTree, Inc.$182K0.14%0.01%NewQ1 2026
CTOSCustom Truck One Source, Inc.$181K0.14%0.01%NewQ1 2026
STNEStoneCo Ltd.$180K0.14%Not reportedNewQ1 2026
FFICFlushing Financial Corp$179K0.14%0.03%NewQ1 2026
PAGSPagSeguro Digital Ltd.$178K0.13%0.01%-6.0%Q4 2025
LFSTLifeStance Health Group, Inc.$178K0.13%0.01%NewQ1 2026
CCCCCC Intelligent Solutions Holdings Inc.$177K0.13%0.00%NewQ1 2026
ASANAsana, Inc.$177K0.13%0.01%NewQ1 2026
NMRKNewmark Group, Inc.$177K0.13%Not reportedNewQ1 2026
STGWStagwell Inc$177K0.13%0.01%NewQ1 2026
PDPagerDuty, Inc.$176K0.13%0.03%NewQ1 2026
NPCENeuroPace Inc$175K0.13%0.04%NewQ1 2026
CXMSprinklr, Inc.$174K0.13%0.03%NewQ1 2026
CRGYCrescent Energy Co$173K0.13%0.00%NewQ1 2026
FRSHFreshworks Inc.$173K0.13%0.01%NewQ1 2026
SBGISinclair, Inc.$172K0.13%Not reportedNewQ1 2026
GTMZoomInfo Technologies Inc.$171K0.13%0.01%NewQ1 2026
SAILSailPoint, Inc.$164K0.12%0.00%NewQ1 2026
GCMGGCM Grosvenor Inc.$155K0.12%0.04%NewQ1 2026
LSAKLesaka Technologies Inc$100K0.08%0.02%Not reportedQ4 2025
Q4 2025Reported Feb 17, 202651 positions
AAPLApple Inc.$83.4M57.44%0.00%NewQ4 2025
AMZNAmazon Com Inc$17M11.72%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$8.91M6.14%Not reportedNewQ4 2025
SPYSPDR S&P 500 ETF Trust$4.98M3.43%Not reportedNewQ4 2025
MSFTMicrosoft Corp$3.2M2.20%0.00%NewQ4 2025
JBIOJade Biosciences, Inc.$821K0.57%0.11%NewQ4 2025
SOFISoFi Technologies, Inc.$786K0.54%0.00%NewQ4 2025
GEGeneral Electric Co$575K0.40%0.00%NewQ4 2025
NVDANvidia Corp$513K0.35%0.00%NewQ4 2025
NUNu Holdings Ltd.$483K0.33%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$478K0.33%0.00%NewQ4 2025
LMNDLemonade, Inc.$442K0.30%0.01%NewQ4 2025
CVXChevron Corp$441K0.30%0.00%NewQ4 2025
JNJJohnson & Johnson$439K0.30%0.00%NewQ4 2025
MARMarriott International Inc$419K0.29%0.00%NewQ4 2025
LLYELI LILLY & Co$399K0.27%0.00%NewQ4 2025
PHParker-Hannifin Corp$396K0.27%0.00%NewQ4 2025
PYPLPayPal Holdings, Inc.$379K0.26%0.00%NewQ4 2025
TSLATesla, Inc.$354K0.24%0.00%NewQ4 2025
MELIMercadolibre Inc$294K0.20%0.00%NewQ4 2025
FOURShift4 Payments, Inc.$292K0.20%0.01%NewQ4 2025
TEMTempus AI, Inc.$289K0.20%Not reportedNewQ4 2025
ABNBAirbnb, Inc.$286K0.20%Not reportedNewQ4 2025
RSIRush Street Interactive, Inc.$265K0.18%0.01%NewQ4 2025
IRMDIradimed Corp$263K0.18%0.02%NewQ4 2025
HIMSHims & Hers Health, Inc.$260K0.18%Not reportedNewQ4 2025
PAYPaymentus Holdings, Inc.$255K0.18%0.01%NewQ4 2025
CRSCarpenter Technology Corp$253K0.17%0.00%NewQ4 2025
DUOLDuolingo, Inc.$253K0.17%0.01%NewQ4 2025
ROKURoku, Inc$244K0.17%0.00%NewQ4 2025
HOODRobinhood Markets, Inc.$226K0.16%0.00%NewQ4 2025
AXSMAxsome Therapeutics, Inc.$222K0.15%0.00%NewQ4 2025
XERSXeris Biopharma Holdings, Inc.$196K0.13%0.02%NewQ4 2025
XPXP Inc.$183K0.13%Not reportedNewQ4 2025
FOLDAmicus Therapeutics, Inc.$183K0.13%0.00%NewQ4 2025
NVGSNavigator Holdings Ltd.$183K0.13%0.02%NewQ4 2025
VFCV F Corp$183K0.13%0.00%NewQ4 2025
PAGSPagSeguro Digital Ltd.$182K0.13%0.01%NewQ4 2025
RSKDRiskified Ltd.$182K0.13%Not reportedNewQ4 2025
AIOTPowerfleet, Inc.$181K0.12%0.03%NewQ4 2025
ACELAccel Entertainment, Inc.$180K0.12%0.02%NewQ4 2025
DSGNDesign Therapeutics, Inc.$180K0.12%0.03%NewQ4 2025
REALTheRealReal, Inc.$180K0.12%0.01%NewQ4 2025
GRABGrab Holdings Ltd$180K0.12%Not reportedNewQ4 2025
MTWManitowoc Co Inc$179K0.12%0.04%NewQ4 2025
REPLReplimune Group, Inc.$178K0.12%0.02%NewQ4 2025
ORNOrion Group Holdings Inc$177K0.12%0.04%NewQ4 2025
EAFGraftech International Ltd$177K0.12%0.04%NewQ4 2025
PHATPhathom Pharmaceuticals, Inc.$173K0.12%0.01%NewQ4 2025
SNAPSnap Inc$127K0.09%0.00%NewQ4 2025
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