Telligent Fund, LP
Telligent Fund, LP reported 23 positions worth $135.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: MU (12.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MU | SH | $17.3M | 12.76% | 15,000 | — | — | |
| ▸ 2 | INTC | SH | $12.6M | 9.26% | 90,000 | — | — | |
| ▸ 3 | GEV | SH | $11.7M | 8.66% | 10,000 | — | — | |
| ▸ 4 | AVGO | SH | $11.3M | 8.35% | 30,000 | — | — | |
| ▸ 5 | NVDA | SH | $9.6M | 7.08% | 48,000 | — | — | |
| ▸ 6 | GOOG | SH | $9.3M | 6.88% | 26,400 | — | — | |
| ▸ 7 | VRT | SH | $8.4M | 6.17% | 25,000 | — | — | |
| ▸ 8 | LLY | SH | $7.9M | 5.83% | 6,600 | — | — | |
| ▸ 9 | KLAC | SH | $6.0M | 4.45% | 20,000 | — | — | |
| ▸ 10 | AMD | SH | $5.8M | 4.28% | 10,000 | — | — |
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Frequently Asked Questions
What stocks does Telligent Fund, LP hold as of Q2 2026?
Telligent Fund, LP reported 23 positions worth $135.7M in its Q2 2026 13F filing. Largest positions: MU (12.8%), INTC (9.3%), GEV (8.7%), AVGO (8.4%) and NVDA (7.1%).
What did Telligent Fund, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Telligent Fund, 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.