Newbrook Capital Advisors LP: 13F holdings
CIK 13898752026Q2
| Positions | 14 |
|---|---|
| Reported value | $740.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| APO APOLLO GLOBAL MGMT INC | 795,122 | $94.1m | 12.7% |
| HUT HUT 8 CORP | 810,525 | $93.6m | 12.6% |
| SNPS SYNOPSYS INC | 207,274 | $92.5m | 12.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 175,717 | $83.9m | 11.3% |
| MTZ MASTEC INC | 134,430 | $55.9m | 7.6% |
| MSI MOTOROLA SOLUTIONS INC | 114,076 | $47.4m | 6.4% |
| GE GE AEROSPACE | 124,824 | $46.7m | 6.3% |
| RKT ROCKET COS INC | 2,947,085 | $46.4m | 6.3% |
| IWF ISHARES TR | 339,782 | $42.2m | 5.7% |
| WARNER BROS DISCOVERY INC | 1,238,356 | $33.0m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1389875")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.