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Intrinsic Value Partners, LLC - Portfolio Stock Holdings

Intrinsic Value Partners, LLC disclosed 73 stock positions in a recent SEC 13F filing. $145,764,802 of stock holdings were filed, with the largest holdings including GOOG, BRK.B, and TSM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $220,560,987 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

73

Est. Stock Holding Value:

$145,764,802

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Intrinsic Value Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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