SCP Investment, LP: 13F holdings
CIK 17309612026Q2
| Positions | 47 |
|---|---|
| Reported value | $108.5m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 42,500 | $15.2m | 14.0% |
| UBER UBER TECHNOLOGIES INC | 147,500 | $10.6m | 9.8% |
| BIRKENSTOCK HOLDING PLC | 215,000 | $9.3m | 8.5% |
| BX BLACKSTONE INC | 55,000 | $6.5m | 6.0% |
| XLV SELECT SECTOR SPDR TR | 40,000 | $6.3m | 5.9% |
| AMZN AMAZON COM INC | 25,000 | $6.0m | 5.5% |
| ADBE ADOBE INC | 24,000 | $4.9m | 4.5% |
| GLOBAL E ONLINE LTD | 90,000 | $3.1m | 2.9% |
| AAPL APPLE INC | 10,000 | $2.9m | 2.7% |
| VNOM VIPER ENERGY INC | 63,600 | $2.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730961")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.