Steamboat Capital Partners, LLC - Portfolio Stock Holdings
Steamboat Capital Partners, LLC disclosed 64 stock positions in a recent SEC 13F filing. $467,564,984 of stock holdings were filed, with the largest holdings including ACMR, GOOG, and AVGO. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $515,639,073 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
64Est. Stock Holding Value:
$467,564,984Top Stock Holdings By Sector
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Portfolio Stock Holdings - Steamboat Capital Partners, LLC
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