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Sip Global Opportunity Manager LLC

13F filer · CIK 0002112504
Reported Aug 14, 2026
13F portfolio value$48.5MU.S. long equity reported on 13F
Positions10 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20261 positions
KDKKodiak AI, Inc.$48.5M100.00%4.92%Not reportedQ4 2025
Q1 2026Reported May 15, 20261 positions
KDKKodiak AI, Inc.$66.3M100.00%5.38%Not reportedQ4 2025
Q4 2025Reported Feb 19, 20261 positions
KDKKodiak AI, Inc.$104M100.00%5.44%NewQ4 2025
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