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46 Peaks LLC

13F filer · CIK 0002112665
Reported Aug 4, 2026
Net seller this quarter
13F portfolio value$159MU.S. long equity reported on 13F
Positions97 new · 0 closed
Net flow last quarter-$568KBuys minus sells
Top 10 positions weight16.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 20269 positions
NTSXPoint.360$22.8M14.35%3.03%-12.7%Q4 2025
NVDANvidia Corp$587K0.37%0.00%Not reportedQ4 2025
RVMDRevolution Medicines, Inc.$559K0.35%0.00%NewQ2 2026
CFGCitizens Financial Group Inc$548K0.34%0.00%NewQ2 2026
MUMicron Technology Inc$369K0.23%0.00%NewQ2 2026
VZVerizon Communications Inc$296K0.19%0.00%NewQ2 2026
MTDMettler Toledo International Inc/$280K0.18%0.00%NewQ2 2026
SIZEiSHARES TRUST$270K0.17%Not reported-0.4%Q4 2025
MBIMbia Inc$126K0.08%0.04%NewQ2 2026
Q1 2026Reported May 1, 20262 positions
NTSXPoint.360$23.1M16.82%3.48%+3.4%Q4 2025
SIZEiSHARES TRUST$242K0.18%Not reportedNot reportedQ4 2025
Q4 2025Reported Feb 26, 20265 positions
NTSXPoint.360$23.5M17.23%3.36%NewQ4 2025
NVDANvidia Corp$385K0.28%0.00%NewQ4 2025
SIZEiSHARES TRUST$246K0.18%Not reportedNewQ4 2025
SCIService Corp International$240K0.18%0.00%NewQ4 2025
WMWaste Management Inc$218K0.16%0.00%NewQ4 2025
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