Steamboat Capital Partners, LLC
Steamboat Capital Partners, LLC reported 59 positions worth $467.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ACMR (5.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACMR | SH | $23.2M | 4.96% | 182,773 | — | — | |
| ▸ 2 | GOOG | SH | $21.5M | 4.61% | 60,976 | — | — | |
| ▸ 3 | AVGO | SH | $20.5M | 4.39% | 54,388 | — | — | |
| ▸ 4 | MU | SH | $19.4M | 4.15% | 16,806 | — | — | |
| ▸ 5 | AER | SH | $17.9M | 3.82% | 122,485 | — | — | |
| ▸ 6 | COMP | SH | $17.1M | 3.65% | 1,384,358 | — | — | |
| ▸ 7 | DELL | SH | $17.1M | 3.65% | 39,540 | — | — | |
| ▸ 8 | THC | SH | $14.8M | 3.16% | 79,074 | — | — | |
| ▸ 9 | CENX | SH | $13.6M | 2.92% | 296,666 | — | — | |
| ▸ 10 | MHO | SH | $12.1M | 2.60% | 75,523 | — | — |
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Frequently Asked Questions
What stocks does Steamboat Capital Partners, LLC hold as of Q2 2026?
Steamboat Capital Partners, LLC reported 59 positions worth $467.6M in its Q2 2026 13F filing. Largest positions: ACMR (5.0%), GOOG (4.6%), AVGO (4.4%), MU (4.1%) and AER (3.8%).
What did Steamboat Capital Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Steamboat Capital Partners, LLC 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.