Elwood Capital Partners LP Portfolio Holdings

Elwood Capital Partners LP

  • $164 Billion
  • Q3 2025

Elwood Capital Partners LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $13.8B, Microsoft Corp with a value of $13.1B, Taiwan Semiconductor Manufacturing CO LTD with a value of $12.6B, Unitedhealth Group Inc with a value of $12.1B, and Planet Fitness, Inc. with a value of $7.27B.

Examining the 13F form we can see an increase of $33.8B in the current position value, from $130B to 164B.

Elwood Capital Partners LP is based out at New York, NY

Below you can find more details about Elwood Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
Technology: $51.7 Billion
Healthcare: $38 Billion
Consumer Cyclical: $29.2 Billion
Industrials: $10.1 Billion
Consumer Defensive: $4.67 Billion
Communication Services: $3 Billion
Energy: $2.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$13.8 Billion 8.43% of portfolio
62,868
Q3 2025 Added 10.55%
$3.78T
$13.1 Billion 7.98% of portfolio
25,243
Q1 2025 Added 29.53%
$1.46T
$12.6 Billion 7.68% of portfolio
45,010
Q2 2025 Added 349.65%
$300B
$12.1 Billion 7.39% of portfolio
35,028
Q2 2025 Added 86.23%
$8.61B
$7.27 Billion 4.44% of portfolio
70,008
Q1 2025 Added 50.54%
$7.2B
$7.11 Billion 4.34% of portfolio
40,033
Q3 2025 Added 79.34%
$9.92B
$6.88 Billion 4.2% of portfolio
81,638
Q3 2025 Reduced 29.86%
$13.3B
$6.57 Billion 4.01% of portfolio
260,319
Q3 2025 Added 116.36%
$177B
$5.38 Billion 3.29% of portfolio
29,308
Q2 2025 Added 16.38%
$237B
$4.67 Billion 2.85% of portfolio
28,761
Q2 2025 Reduced 17.85%
Reddit Inc
-
$4.63 Billion 2.83% of portfolio
-
Q3 2025 Reduced 66.6%
$5.57B
$3.55 Billion 2.17% of portfolio
40,000
Q3 2025 New
Atlassian Corporation
-
$3.33 Billion 2.03% of portfolio
-
Q3 2025 Reduced 32.45%
$39.1B
$3 Billion 1.83% of portfolio
11,612
Q3 2025 Added 52.55%
$48.8B
$2.44 Billion 1.49% of portfolio
50,000
Q3 2025 New
$10.3B
$1.7 Billion 1.04% of portfolio
23,276
Q3 2025 Reduced 34.02%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $164 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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