Sharpepoint LLC

13F filer · CIK 0002046822

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$200MU.S. long equity reported on 13F

Positions697 new · 5 closed

Net flow last quarter+$9.83MBuys minus sells

Top 10 positions weight33.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202669 positions
LLYELI LILLY & Co	$9.58M	4.80%	0.00%	+1.5%	Q4 2024
WDCWestern Digital Corp	$9.29M	4.65%	0.00%	-20.7%	Q4 2025
GEVGE Vernova Inc.	$7.86M	3.94%	0.00%	-5.2%	Q4 2024
STXSeagate Technology Holdings plc	$6.76M	3.39%	0.00%	-32.6%	Q1 2026
AVGOBroadcom Inc.	$6.51M	3.26%	0.00%	-1.0%	Q4 2024
NVDANvidia Corp	$6.35M	3.18%	0.00%	-0.6%	Q4 2024
MUMicron Technology Inc	$6.09M	3.05%	0.00%	New	Q2 2026
SPCXSpace Exploration Technologies Corp	$5.18M	2.59%	Not reported	New	Q2 2026
GOOGLAlphabet Inc.	$4.95M	2.48%	0.00%	+0.1%	Q4 2024
RKLBRocket Lab Corp	$4.93M	2.47%	0.01%	-12.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.87M	2.44%	0.00%	+1.5%	Q3 2025
AMZNAmazon Com Inc	$4.67M	2.34%	0.00%	+1.0%	Q4 2024
MBLYMobileye Global Inc.	$4.53M	2.27%	0.19%	New	Q2 2026
TSLATesla, Inc.	$3.95M	1.98%	0.00%	+11.6%	Q4 2024
LHXL3harris Technologies, Inc.	$3.47M	1.74%	0.01%	+8.5%	Q4 2024
CLSCelestica Inc	$3.39M	1.70%	0.01%	-0.2%	Q1 2025
LMTLockheed Martin Corp	$3.31M	1.66%	0.00%	+28.7%	Q4 2025
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$3.25M	1.63%	Not reported	+9.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.72M	1.36%	0.00%	-0.3%	Q4 2024
MSFTMicrosoft Corp	$2.6M	1.30%	0.00%	+5.7%	Q4 2024
PRPermian Resources Corp	$2.53M	1.27%	0.02%	+6.8%	Q4 2024
METAMeta Platforms, Inc.	$2.48M	1.24%	Not reported	+10.5%	Q4 2025
TAt&T Inc.	$2.47M	1.24%	0.00%	+8.5%	Q4 2024
WMBWilliams Companies, Inc.	$2.47M	1.24%	0.00%	+6.2%	Q4 2024
RIORio Tinto PLC	$2.38M	1.19%	0.00%	+1.8%	Q4 2024
HTGCHercules Capital, Inc.	$2.33M	1.17%	0.08%	+3.8%	Q4 2024
MOAltria Group, Inc.	$2.16M	1.08%	0.00%	+5.7%	Q4 2024
DKLDelek Logistics Partners, LP	$2.09M	1.04%	0.08%	+5.2%	Q1 2025
EIXEdison International	$2.06M	1.03%	0.01%	+6.2%	Q1 2025
EQIXEquinix Inc	$1.99M	1.00%	0.00%	-23.1%	Q4 2025
MAINMain Street Capital CORP	$1.98M	0.99%	0.04%	+5.3%	Q4 2024
VZVerizon Communications Inc	$1.92M	0.96%	0.00%	+757.1%	Q4 2024
NLYAnnaly Capital Management Inc	$1.88M	0.94%	0.01%	+8.2%	Q4 2024
ABAlliancebernstein Holding L.P.	$1.85M	0.92%	0.06%	New	Q2 2026
RTXRTX Corp	$1.66M	0.83%	0.00%	-0.9%	Q4 2024
TRMBTrimble Inc.	$1.59M	0.79%	0.01%	+37.7%	Q4 2024
NNENano Nuclear Energy Inc.	$1.58M	0.79%	0.14%	-23.8%	Q4 2024
MFICMidCap Financial Investment Corp	$1.33M	0.67%	0.16%	+6.3%	Q4 2024
XOMExxonMobil Holdings Corp	$1.29M	0.65%	0.00%	+0.2%	Q4 2024
GEGeneral Electric Co	$1.28M	0.64%	0.00%	-7.5%	Q4 2024
PMTPennyMac Mortgage Investment Trust	$1.07M	0.54%	0.11%	+9.9%	Q4 2025
GSGoldman Sachs Group Inc	$1.02M	0.51%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$850K	0.43%	0.00%	+3.1%	Q4 2024
BPBP PLC	$679K	0.34%	Not reported	-69.0%	Q4 2024
SMHMarket Vectors ETF Trust	$631K	0.32%	Not reported	-4.6%	Q4 2024
CATCaterpillar Inc	$557K	0.28%	0.00%	-2.2%	Q1 2025
UNMUnum Group	$486K	0.24%	0.00%	Not reported	Q4 2024
DFTXDefinium Therapeutics, Inc.	$470K	0.24%	0.01%	Not reported	Q1 2026
QCOMQualcomm Inc	$453K	0.23%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$407K	0.20%	0.00%	+0.8%	Q4 2024

Q1 2026Reported May 5, 202667 positions
LLYELI LILLY & Co	$7.24M	4.31%	0.00%	+1.1%	Q4 2024
GEVGE Vernova Inc.	$6.16M	3.67%	0.00%	-13.7%	Q4 2024
NVDANvidia Corp	$5.57M	3.32%	0.00%	-1.6%	Q4 2024
AVGOBroadcom Inc.	$5.39M	3.21%	0.00%	+5.6%	Q4 2024
WDCWestern Digital Corp	$4.96M	2.96%	0.01%	-25.5%	Q4 2025
STXSeagate Technology Holdings plc	$4.07M	2.43%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$4.04M	2.41%	0.00%	+4.1%	Q4 2024
GOOGLAlphabet Inc.	$3.98M	2.37%	0.00%	+20.1%	Q4 2024
LHXL3harris Technologies, Inc.	$3.8M	2.27%	0.01%	-6.3%	Q4 2024
RKLBRocket Lab Corp	$3.57M	2.13%	0.01%	-31.8%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.39M	2.02%	0.00%	-11.0%	Q3 2025
SILGolden Minerals Co	$3.32M	1.98%	Not reported	-13.7%	Q4 2025
TAt&T Inc.	$3.19M	1.90%	0.00%	+4.1%	Q4 2024
TSLATesla, Inc.	$3.13M	1.87%	0.00%	+5.6%	Q4 2024
LMTLockheed Martin Corp	$3.05M	1.82%	0.00%	+68.1%	Q4 2025
BPBP PLC	$2.79M	1.66%	Not reported	-4.3%	Q4 2024
PRPermian Resources Corp	$2.74M	1.63%	0.02%	-21.3%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$2.73M	1.63%	Not reported	+9.1%	Q4 2024
CLSCelestica Inc	$2.62M	1.56%	0.01%	+3.0%	Q1 2025
MSFTMicrosoft Corp	$2.44M	1.45%	0.00%	+36.7%	Q4 2024
EQIXEquinix Inc	$2.43M	1.45%	0.00%	-1.1%	Q4 2025
RIORio Tinto PLC	$2.3M	1.37%	0.00%	-5.8%	Q4 2024
METAMeta Platforms, Inc.	$2.28M	1.36%	Not reported	+13.5%	Q4 2025
WMBWilliams Companies, Inc.	$2.27M	1.36%	0.00%	-1.4%	Q4 2024
HTGCHercules Capital, Inc.	$2.1M	1.25%	0.08%	+41.6%	Q4 2024
NNENano Nuclear Energy Inc.	$2.01M	1.20%	0.19%	+34.1%	Q4 2024
NENoble Corp plc	$2M	1.19%	0.03%	-23.0%	Q2 2025
MAINMain Street Capital CORP	$1.92M	1.14%	0.04%	+16.9%	Q4 2024
DKLDelek Logistics Partners, LP	$1.91M	1.14%	0.07%	-2.4%	Q1 2025
EIXEdison International	$1.91M	1.14%	0.01%	-3.4%	Q1 2025
MOAltria Group, Inc.	$1.87M	1.12%	0.00%	0.0%	Q4 2024
RTXRTX Corp	$1.7M	1.02%	0.00%	-5.0%	Q4 2024
NLYAnnaly Capital Management Inc	$1.64M	0.98%	0.01%	+5.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.6M	0.96%	0.00%	-3.0%	Q4 2024
TRMBTrimble Inc.	$1.47M	0.88%	0.01%	+30.1%	Q4 2024
MFICMidCap Financial Investment Corp	$1.4M	0.83%	0.15%	+19.9%	Q4 2024
GEGeneral Electric Co	$1.05M	0.63%	0.00%	-75.0%	Q4 2024
PLTRPalantir Technologies Inc.	$1.03M	0.62%	0.00%	+10.1%	Q4 2024
PMTPennyMac Mortgage Investment Trust	$1.01M	0.60%	0.10%	+19.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$955K	0.57%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$850K	0.51%	0.00%	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$504K	0.30%	0.00%	-10.0%	Q4 2024
CCJCameco Corp	$416K	0.25%	0.00%	-14.1%	Q4 2024
UNMUnum Group	$397K	0.24%	0.00%	-1.1%	Q4 2024
SMHMarket Vectors ETF Trust	$386K	0.23%	Not reported	-0.7%	Q4 2024
CATCaterpillar Inc	$379K	0.23%	0.00%	-24.9%	Q1 2025
SGISomnigroup International Inc.	$367K	0.22%	0.00%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$363K	0.22%	0.00%	-5.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$355K	0.21%	Not reported	+0.1%	Q4 2024
AAPLApple Inc.	$355K	0.21%	0.00%	+0.1%	Q4 2024

Q4 2025Reported Feb 11, 202666 positions
LLYELI LILLY & Co	$8.36M	5.01%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$6.05M	3.63%	0.00%	+4.7%	Q4 2024
AVGOBroadcom Inc.	$5.71M	3.42%	0.00%	-0.7%	Q4 2024
RKLBRocket Lab Corp	$5.68M	3.40%	0.02%	-8.3%	Q4 2024
GEVGE Vernova Inc.	$5.34M	3.20%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$4.57M	2.74%	0.00%	-14.6%	Q4 2024
AMZNAmazon Com Inc	$4.3M	2.57%	0.00%	-7.1%	Q4 2024
WDCWestern Digital Corp	$4.24M	2.54%	0.01%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$3.63M	2.17%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$3.61M	2.16%	0.00%	-23.5%	Q4 2024
TSLATesla, Inc.	$3.58M	2.15%	0.00%	Not reported	Q4 2024
SILGolden Minerals Co	$3.56M	2.14%	Not reported	New	Q4 2025
LHXL3harris Technologies, Inc.	$3.45M	2.07%	0.01%	-12.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.43M	2.05%	0.00%	+3.7%	Q3 2025
CLSCelestica Inc	$2.67M	1.60%	0.01%	-22.1%	Q1 2025
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$2.63M	1.58%	Not reported	+10.2%	Q4 2024
TAt&T Inc.	$2.62M	1.57%	0.00%	+11.5%	Q4 2024
MSFTMicrosoft Corp	$2.33M	1.40%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$2.32M	1.39%	Not reported	New	Q4 2025
PRPermian Resources Corp	$2.29M	1.37%	0.02%	+23.2%	Q4 2024
BPBP PLC	$2.15M	1.29%	Not reported	+5.3%	Q4 2024
RIORio Tinto PLC	$2.09M	1.25%	0.00%	+4.3%	Q4 2024
EQIXEquinix Inc	$1.92M	1.15%	0.00%	New	Q4 2025
WMBWilliams Companies, Inc.	$1.9M	1.14%	0.00%	+10.8%	Q4 2024
HTGCHercules Capital, Inc.	$1.89M	1.13%	0.06%	+13.9%	Q4 2024
MAINMain Street Capital CORP	$1.87M	1.12%	0.03%	+8.2%	Q4 2024
DKLDelek Logistics Partners, LP	$1.76M	1.05%	0.07%	+4.2%	Q1 2025
NNENano Nuclear Energy Inc.	$1.75M	1.05%	0.14%	+6.0%	Q4 2024
RTXRTX Corp	$1.7M	1.02%	0.00%	Not reported	Q4 2024
NLYAnnaly Capital Management Inc	$1.65M	0.99%	0.01%	+7.2%	Q4 2024
MOAltria Group, Inc.	$1.64M	0.98%	0.00%	+8.7%	Q4 2024
EIXEdison International	$1.62M	0.97%	0.01%	+9.1%	Q1 2025
NENoble Corp plc	$1.49M	0.89%	0.03%	+17.3%	Q2 2025
LMTLockheed Martin Corp	$1.45M	0.87%	0.00%	New	Q4 2025
TRMBTrimble Inc.	$1.36M	0.81%	0.01%	+14.0%	Q4 2024
MFICMidCap Financial Investment Corp	$1.18M	0.71%	0.11%	+22.8%	Q4 2024
XOMExxonMobil Holdings Corp	$1.17M	0.70%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$1.14M	0.68%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$1.01M	0.60%	0.00%	Not reported	Q4 2024
PMTPennyMac Mortgage Investment Trust	$905K	0.54%	0.08%	New	Q4 2025
GSGoldman Sachs Group Inc	$883K	0.53%	0.00%	Not reported	Q4 2024
UNMUnum Group	$426K	0.26%	0.00%	Not reported	Q4 2024
ONONOn Holding AG	$420K	0.25%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$419K	0.25%	0.00%	Not reported	Q4 2024
CCJCameco Corp	$408K	0.24%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$408K	0.24%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$380K	0.23%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$371K	0.22%	Not reported	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$365K	0.22%	Not reported	Not reported	Q4 2024
OXYOccidental Petroleum Corp	$354K	0.21%	0.00%	-88.7%	Q4 2024

Q3 2025Reported Nov 13, 202529 positions
NVDANvidia Corp	$5.79M	5.22%	0.00%	-3.5%	Q4 2024
AVGOBroadcom Inc.	$5.47M	4.94%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$5.22M	4.71%	0.00%	+2.9%	Q4 2024
AMZNAmazon Com Inc	$4.4M	3.97%	0.00%	+5.8%	Q4 2024
RKLBRocket Lab Corp	$4.25M	3.84%	0.02%	-31.8%	Q4 2024
LHXL3harris Technologies, Inc.	$4.08M	3.68%	0.01%	+3.4%	Q4 2024
GOOGLAlphabet Inc.	$3.66M	3.30%	0.00%	+1.8%	Q4 2024
OXYOccidental Petroleum Corp	$3.61M	3.25%	0.01%	-4.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.04M	2.74%	0.00%	New	Q3 2025
CLSCelestica Inc	$2.86M	2.58%	0.01%	-36.7%	Q1 2025
TAt&T Inc.	$2.67M	2.41%	0.00%	+1.6%	Q4 2024
NNENano Nuclear Energy Inc.	$2.66M	2.40%	0.17%	+4.3%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$2.37M	2.14%	Not reported	+5.0%	Q4 2024
BPBP PLC	$2.03M	1.83%	Not reported	+1.0%	Q4 2024
BITBBitwise Bitcoin ETF	$1.92M	1.73%	0.04%	+9.6%	Q1 2025
MAINMain Street Capital CORP	$1.82M	1.64%	0.03%	+0.9%	Q4 2024
WMBWilliams Companies, Inc.	$1.81M	1.63%	0.00%	+1.3%	Q4 2024
MOAltria Group, Inc.	$1.73M	1.56%	0.00%	-0.3%	Q4 2024
DKLDelek Logistics Partners, LP	$1.72M	1.56%	0.07%	+1.4%	Q1 2025
PRPermian Resources Corp	$1.7M	1.53%	0.02%	+8.0%	Q4 2024
HTGCHercules Capital, Inc.	$1.67M	1.51%	0.05%	+2.2%	Q4 2024
RIORio Tinto PLC	$1.65M	1.49%	0.00%	+4.0%	Q4 2024
ACMAecom	$1.64M	1.48%	0.01%	-39.0%	Q4 2024
NLYAnnaly Capital Management Inc	$1.39M	1.26%	0.01%	+1.9%	Q4 2024
EIXEdison International	$1.37M	1.23%	0.01%	+8.1%	Q1 2025
NENoble Corp plc	$1.28M	1.15%	0.03%	+2.7%	Q2 2025
TRMBTrimble Inc.	$1.24M	1.12%	0.01%	+8.3%	Q4 2024
MFICMidCap Financial Investment Corp	$1.01M	0.91%	0.09%	+4.7%	Q4 2024
FSKFS KKR Capital Corp	$634K	0.57%	0.02%	+3.1%	Q4 2024

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