Elwood Capital Partners Lp Top Holdings and 13F Report (2025) About Elwood Capital Partners LpInvestment ActivityElwood Capital Partners Lp has $129.97 million in total holdings as of June 30, 2025.Elwood Capital Partners Lp owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 36.00% of the portfolio was purchased this quarter.About 5.35% of the portfolio was sold this quarter.This quarter, Elwood Capital Partners Lp has purchased 18 new stocks and bought additional shares in 10 stocks.Elwood Capital Partners Lp sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings UnitedHealth Group $21,066,710Taiwan Semiconductor Manufacturing $19,820,140Microsoft $12,556,121Amazon.com $12,476,271REDDIT INC $9,082,834 Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 77,400 shares (about $17.53M)UnitedHealth Group 48,344 shares (about $15.08M)REDDIT INC 25,323 shares (about $3.81M)Amazon.com 16,750 shares (about $3.67M)Atlassian 13,212 shares (about $2.68M) Largest Sales this Quarter Take-Two Interactive Software 10,500 shares (about $2.55M)GE Aerospace 9,250 shares (about $2.38M)Intercontinental Exchange 8,250 shares (about $1.51M)Rentokil Initial 21,005 shares (about $504.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElwood Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$21,066,710$15,081,878 ▲252.0%67,52816.2%MedicalTSMTaiwan Semiconductor Manufacturing$19,820,140$17,530,326 ▲765.6%87,51015.3%Computer and TechnologyMSFTMicrosoft$12,556,1210.0%25,2439.7%Computer and TechnologyAMZNAmazon.com$12,476,271$3,674,783 ▲41.8%56,8689.6%Retail/WholesaleREDDIT INC$9,082,834$3,812,884 ▲72.4%60,3237.0%CL ATPXTempur Sealy International$7,920,2030.0%116,3886.1%Retail/WholesalePLNTPlanet Fitness$7,634,3720.0%70,0085.9%Consumer DiscretionaryPMPhilip Morris International$7,514,866$1,001,715 ▲15.4%41,2615.8%Consumer StaplesTEAMAtlassian$6,273,044$2,683,225 ▲74.7%30,8884.8%Computer and TechnologyTXNTexas Instruments$6,084,927$856,225 ▲16.4%29,3084.7%Computer and TechnologyWIXWix.com$3,537,303$963,754 ▲37.4%22,3232.7%Computer and TechnologyRTORentokil Initial$2,887,656$504,120 ▼-14.9%120,3192.2%Business ServicesAPDAir Products and Chemicals$2,820,600$705,150 ▲33.3%10,0002.2%Basic MaterialsBBWIBath & Body Works$2,815,8510.0%93,9872.2%Retail/WholesalePCORProcore Technologies$2,413,584$478,940 ▲24.8%35,2761.9%Computer and TechnologyTTWOTake-Two Interactive Software$1,848,574$2,549,925 ▼-58.0%7,6121.4%Consumer DiscretionaryICEIntercontinental Exchange$1,628,847$1,513,628 ▼-48.2%8,8781.3%FinanceGEGE Aerospace$1,583,463$2,380,857 ▼-60.1%6,1521.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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