CLOVERFIELDS CAPITAL GROUP, LP

CIK 0001819581 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

CLOVERFIELDS CAPITAL GROUP, LP reported 90 positions worth $330.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: TSM (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$330.6M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.1%
Est. Net Flow (Q)
2026 Q2
10 / 90 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$16.0M4.85%33,566
2GOOGALPHABET INCSH$11.1M3.36%31,476
3AMZNAMAZON COM INCSH$10.8M3.28%45,466
4NVDANVIDIA CORPORATIONSH$9.0M2.71%44,849
5GEGE AEROSPACESH$8.5M2.57%22,731
6CPCANADIAN PACIFIC KANSAS CITYSH$8.2M2.48%94,643
7MSFTMICROSOFT CORPSH$8.1M2.46%21,792
8PMPHILIP MORRIS INTL INCSH$7.8M2.35%42,972
9SCHWSCHWAB CHARLES CORPSH$6.7M2.04%72,957
10UBERUBER TECHNOLOGIES INCSH$6.6M2.01%92,046

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CLOVERFIELDS CAPITAL GROUP, LP hold as of Q2 2026?

CLOVERFIELDS CAPITAL GROUP, LP reported 90 positions worth $330.6M in its Q2 2026 13F filing. Largest positions: TSM (4.8%), GOOG (3.4%), AMZN (3.3%), NVDA (2.7%) and GE (2.6%).

What did CLOVERFIELDS CAPITAL GROUP, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CLOVERFIELDS CAPITAL GROUP, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.