Freshford Capital Management, LLC: 13F holdings
CIK 14592702026Q2
| Positions | 22 |
|---|---|
| Reported value | $292.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FICO FAIR ISAAC CORP | 38,911 | $46.5m | 15.9% |
| TXG 10X GENOMICS INC | 600,423 | $23.0m | 7.9% |
| TWST TWIST BIOSCIENCE CORP | 177,449 | $18.3m | 6.2% |
| TMO THERMO FISHER SCIENTIFIC INC | 36,192 | $18.1m | 6.2% |
| APP APPLOVIN CORP | 33,180 | $17.1m | 5.8% |
| CP CANADIAN PACIFIC KANSAS CITY | 197,153 | $17.1m | 5.8% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 66,700 | $16.7m | 5.7% |
| CACI CACI INTL INC | 33,264 | $15.4m | 5.3% |
| AMZN AMAZON COM INC | 64,051 | $15.3m | 5.2% |
| BATRK ATLANTA BRAVES HLDGS INC | 253,255 | $13.1m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1459270")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.