Elwood Capital Partners LP Portfolio Holdings

Elwood Capital Partners LP

  • $130 Billion
  • Q2 2025

Elwood Capital Partners LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.6B, Amazon Com Inc with a value of $12.5B, Unitedhealth Group Inc with a value of $10.9B, Taiwan Semiconductor Manufacturing CO LTD with a value of $10.2B, and Reddit Inc with a value of $9.08B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $116B to 130B.

Elwood Capital Partners LP is based out at New York, NY

Below you can find more details about Elwood Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
Technology: $44.4 Billion
Consumer Cyclical: $30.8 Billion
Healthcare: $21.1 Billion
Consumer Defensive: $7.51 Billion
Industrials: $4.47 Billion
Basic Materials: $2.82 Billion
Communication Services: $1.85 Billion
Financial Services: $1.63 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$12.6 Billion 9.66% of portfolio
25,243
Q1 2025 Added 29.53%
$2.26T
$12.5 Billion 9.6% of portfolio
56,868
Q2 2025 Added 41.75%
$245B
$10.9 Billion 8.41% of portfolio
35,028
Q2 2025 Added 86.23%
$1.27T
$10.2 Billion 7.84% of portfolio
45,010
Q2 2025 Added 349.65%
Reddit Inc
-
$9.08 Billion 6.99% of portfolio
-
Q2 2025 Added 72.35%
$9.92B
$7.92 Billion 6.09% of portfolio
116,388
Q1 2025 Added 28.15%
$8.95B
$7.63 Billion 5.87% of portfolio
70,008
Q1 2025 Added 50.54%
Atlassian Corporation
-
$6.27 Billion 4.83% of portfolio
-
Q2 2025 Added 74.75%
$177B
$6.08 Billion 4.68% of portfolio
29,308
Q2 2025 Added 16.38%
$261B
$5.24 Billion 4.03% of portfolio
28,761
Q2 2025 Reduced 17.85%
$6.74B
$3.54 Billion 2.72% of portfolio
22,323
Q2 2025 Added 37.45%
$12.7B
$2.89 Billion 2.22% of portfolio
120,319
Q2 2025 Reduced 14.86%
$64.2B
$2.82 Billion 2.17% of portfolio
10,000
Q2 2025 Added 33.33%
$6.51B
$2.82 Billion 2.17% of portfolio
93,987
Q1 2025 New
$8.64B
$2.41 Billion 1.86% of portfolio
35,276
Q2 2025 Added 24.76%
$38.7B
$1.85 Billion 1.42% of portfolio
7,612
Q2 2025 Reduced 57.97%
$306B
$1.58 Billion 1.22% of portfolio
6,152
Q2 2025 Reduced 60.06%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $130 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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