Parsifal Capital Management, LP

CIK 0001776090 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Parsifal Capital Management, LP reported 15 positions worth $825.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: COMP (17.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$825.7M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.9%
Est. Net Flow (Q)
2026 Q2
10 / 15 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1COMPCOMPASS INCSH$146.2M17.71%11,859,422
2HGVHILTON GRAND VACATIONS INCSH$108.9M13.18%2,078,729
3SNSHARKNINJA INCSH$84.0M10.18%551,756
4AXTAAXALTA COATING SYS LTDSH$82.1M9.94%2,398,295
5AKAMAKAMAI TECHNOLOGIES INCSH$81.0M9.81%684,922
6MMM3M COSH$57.0M6.91%352,338
7GXOGXO LOGISTICS INCORPORATEDSH$46.1M5.58%908,632
8AVPTAVEPOINT INCSH$42.9M5.20%3,827,722
9IESCIES HOLDINGS INCSH$36.0M4.36%48,971
10JMIAJUMIA TECHNOLOGIES AGSH$33.1M4.01%4,697,521

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

Frequently Asked Questions

What stocks does Parsifal Capital Management, LP hold as of Q2 2026?

Parsifal Capital Management, LP reported 15 positions worth $825.7M in its Q2 2026 13F filing. Largest positions: COMP (17.7%), HGV (13.2%), SN (10.2%), AXTA (9.9%) and AKAM (9.8%).

What did Parsifal Capital Management, LP buy in Q2 2026?

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

What did Parsifal Capital Management, 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.