Truffle Hound Capital, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $391 Billion distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alps ETF Tr Alerian Mlp ETF with a value of $11.7B, Grupo Cibest Sa with a value of $11.5B, Abrdn Asia Pacific Income Fu with a value of $9.55B, Alphabet Inc. with a value of $7.93B, and Pag Seguro Digital Ltd. with a value of $7.71B.
Examining the 13F form we can see an increase of $114B in the current position value, from $277B to 391B.
Truffle Hound Capital, LLC is based out at Bethesda, MD
Below you can find more details about Truffle Hound Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$391 Billion
Technology: $27.6 Billion
Financial Services: $27.5 Billion
Consumer Cyclical: $12 Billion
ETFs: $11.7 Billion
Energy: $11.7 Billion
Real Estate: $9.17 Billion
Communication Services: $9.12 Billion
Industrials: $5.34 Billion
Other: $5.59 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions