Landscape Capital Management, L.L.C. Incresed Positions in Q2 2025

Landscape Capital Management, L.L.C.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
104K
+ 90.21%
$35.75 - $69.14 $3.71M - $7.18M
219K $15.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
36.2K
+ 139.1%
$89.13 - $167.48 $3.23M - $6.07M
62.3K $9.47M
UPST
Upstart Holdings, Inc.

Financial Services
72.1K
+ 102.78%
$34.8 - $64.85 $2.51M - $4.67M
142K $9.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12.5K
+ 1802.75%
$328.01 - $475.68 $4.09M - $5.93M
13.2K $6.16M
CHTR
Charter Communications, Inc.

Communication Services
13.6K
+ 411.71%
$321.68 - $427.25 $4.37M - $5.8M
16.9K $6.9M
ROKU
Roku, Inc

Communication Services
55.5K
+ 169.11%
$55.1 - $87.89 $3.06M - $4.88M
88.4K $7.77M
CRI
Carters Inc

Consumer Cyclical
204K
+ 122.38%
$29.83 - $42.12 $6.09M - $8.61M
371K $11.2M
PINS
Pinterest, Inc.

Communication Services
91.6K
+ 46.4%
$24.21 - $35.95 $2.22M - $3.29M
289K $10.4M
MTCH
Match Group, Inc.

Communication Services
137K
+ 426.57%
$27.03 - $31.93 $3.69M - $4.36M
169K $5.21M
CCI
Crown Castle International Corp

Real Estate
40.1K
+ 500.95%
$94.83 - $107.06 $3.8M - $4.29M
48.1K $4.94M
DIS
Walt Disney CO

Communication Services
18.7K
+ 51.45%
$81.72 - $124.01 $1.53M - $2.32M
55K $6.83M
CLSK
Cleanspark, Inc.

Technology
245K
+ 628.94%
$6.74 - $11.03 $1.65M - $2.7M
284K $3.13M
CHDN
Churchill Downs Inc

Consumer Cyclical
33.4K
+ 63.92%
$87.99 - $111.79 $2.94M - $3.74M
85.7K $8.66M
TOST
Toast, Inc.

Technology
43.3K
+ 61.45%
$30.03 - $45.23 $1.3M - $1.96M
114K $5.04M
UBER
Uber Technologies, Inc

Technology
17.8K
+ 36.66%
$64.62 - $93.3 $1.15M - $1.66M
66.5K $6.2M
GH
Guardant Health, Inc.

Healthcare
44K
+ 138.85%
$37.05 - $52.04 $1.63M - $2.29M
75.6K $3.94M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
97.3K
+ 76.33%
$18.77 - $27.82 $1.83M - $2.71M
225K $5.47M
ADI
Analog Devices Inc

Technology
9.56K
+ 168.93%
$164.6 - $238.02 $1.57M - $2.27M
15.2K $3.62M
MTN
Vail Resorts Inc

Consumer Cyclical
15.5K
+ 660.89%
$131.42 - $164.64 $2.04M - $2.55M
17.9K $2.81M
TXN
Texas Instruments Inc

Technology
12.2K
+ 257.71%
N/A
16.9K $3.29M
MDB
Mongo Db, Inc.

Technology
10.3K
+ 428.84%
$145.85 - $225.38 $1.5M - $2.32M
12.7K $2.67M
NYT
New York Times CO

Communication Services
27.3K
+ 25.01%
$45.37 - $57.12 $1.24M - $1.56M
136K $7.63M
APH
Amphenol Corp

Technology
14.1K
+ 58.33%
$59.09 - $98.75 $834K - $1.39M
38.3K $3.78M
THO
Thor Industries Inc

Consumer Cyclical
19.8K
+ 64.64%
$64.83 - $89.72 $1.29M - $1.78M
50.5K $4.49M
GIS
General Mills Inc

Consumer Defensive
43.6K
+ 294.54%
$50.37 - $60.97 $2.2M - $2.66M
58.4K $3.03M
ROL
Rollins Inc

Consumer Cyclical
37.3K
+ 253.96%
$50.65 - $58.58 $1.89M - $2.19M
52K $2.94M
KEYS
Keysight Technologies, Inc.

Technology
12.6K
+ 260.15%
$127.02 - $165.4 $1.6M - $2.08M
17.4K $2.85M
PH
Parker Hannifin Corp

Industrials
2.71K
+ 116.84%
$517.23 - $700.54 $1.4M - $1.9M
5.04K $3.52M
LYFT
Lyft, Inc.

Technology
104K
+ 90.21%
$9.97 - $17.21 $1.04M - $1.8M
220K $3.47M
HPQ
Hp Inc

Technology
104K
+ 69.93%
$21.88 - $29.32 $2.27M - $3.04M
252K $6.15M
PML
Pimco Municipal Income Fund Ii

Financial Services
275K
+ 1451.95%
$7.29 - $8.14 $2M - $2.24M
294K $2.19M
SJM
J M Smucker CO

Consumer Defensive
29.2K
+ 71.04%
$94.41 - $118.52 $2.75M - $3.46M
70.2K $6.89M
VZ
Verizon Communications Inc

Communication Services
47.6K
+ 347.04%
$41.67 - $45.62 $1.98M - $2.17M
61.3K $2.65M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
107K
+ 95.72%
$21.06 - $24.14 $2.25M - $2.58M
218K $4.68M
RMD
Resmed Inc

Healthcare
5.6K
+ 34.24%
$204.54 - $258.0 $1.15M - $1.44M
22K $5.66M
BBY
Best Buy CO Inc

Consumer Cyclical
35.6K
+ 53.89%
$56.17 - $75.73 $2M - $2.69M
102K $6.82M
AEP
American Electric Power CO Inc

Utilities
18.4K
+ 862.92%
$98.59 - $109.11 $1.81M - $2M
20.5K $2.13M
ZS
Zscaler, Inc.

Technology
5.51K
+ 391.06%
$174.67 - $315.32 $963K - $1.74M
6.92K $2.17M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
8.28K
+ 8.62%
$33.46 - $53.52 $277K - $443K
104K $5.38M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
327K
+ 138.23%
$5.25 - $5.92 $1.72M - $1.94M
564K $3.19M
ALRM
Alarm.Com Holdings, Inc.

Technology
30K
+ 31.22%
$49.34 - $60.68 $1.48M - $1.82M
126K $7.15M
GE
General Electric CO

Industrials
4.77K
+ 51.59%
$166.81 - $257.39 $795K - $1.23M
14K $3.61M
FDX
Fedex Corp

Industrials
9.04K
+ 46.18%
$198.07 - $245.17 $1.79M - $2.22M
28.6K $6.5M
AMAT
Applied Materials Inc

Technology
7.95K
+ 129.22%
$126.95 - $183.52 $1.01M - $1.46M
14.1K $2.58M
SO
Southern CO

Utilities
17.7K
+ 654.28%
$84.91 - $92.56 $1.5M - $1.63M
20.4K $1.87M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
77.7K
+ 12.19%
$6.26 - $9.51 $486K - $739K
715K $6.16M
HWM
Howmet Aerospace Inc.

Industrials
4.37K
+ 36.98%
$112.33 - $186.13 $491K - $814K
16.2K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
7.52K
+ 157.91%
$149.23 - $184.95 $1.12M - $1.39M
12.3K $2.24M
HRB
H&R Block Inc

Consumer Cyclical
26.3K
+ 22.18%
$54.32 - $63.04 $1.43M - $1.66M
145K $7.94M
Activity Summary
Buys All Purchases 406 New Holdings 242 Increased Positions 164 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Landscape Capital Management, L.L.C. Portfolio

Follow Landscape Capital Management, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landscape Capital Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Landscape Capital Management, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email