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CIK: 0002026128
Total reported value
$1.0B
$1.0B
498 檔
4.4%
During the Q1 2026 filing period, Havemeyer Place LP (CIK: 0002026128) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 498 reported positions.
In Q1 2026, Havemeyer Place LP displayed an active expansion posture, initiating 90 new positions and adding to 55 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.12% | -0.88% | — | |
| 2 | CMI | Cummins Inc | Stock-Industrials | 1.10% | -0.50% | +672.32% | |
| 3 | ADSK | Autodesk Inc | Stock-Tech | 1.05% | -1.05% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.96% | EXIT | |
| 5 | BX | Blackstone Inc | Stock-Financials | 0.95% | -0.78% | +397.55% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.84% | EXIT | |
| 7 | DOW | Dow Inc | Stock-Materials | 0.83% | -0.33% | — | |
| 8 | TT | Trane Technologies plc | Stock-Industrials | 0.80% | -0.61% | — | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | -0.11% | — | |
| 10 | COF | Capital One Financial CORP | Stock-Financials | 0.76% | -0.28% | — | |
| 11 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.73% | -0.73% | EXIT | |
| 12 | TTMI | Ttm Technologies | Stock-Tech | 0.71% | -0.58% | +344.17% | |
| 13 | TEL | TE Connectivity plc | Stock-Tech | 0.71% | -0.59% | +159.47% | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 0.68% | -0.37% | — | |
| 15 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.67% | -0.49% | — | |
| 16 | ZM | Zoom Communications Inc | Stock-Tech | 0.67% | -0.67% | EXIT | |
| 17 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.66% | -0.46% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.66% | EXIT | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.63% | -0.29% | +9.42% | |
| 20 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.62% | -0.42% | +1732.55% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.28% | — | |
| 22 | CLS | Celestica Inc | Stock-Tech | 0.60% | -0.60% | EXIT | |
| 23 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.59% | -0.59% | EXIT | |
| 24 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.57% | -0.30% | — | |
| 25 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.56% | -0.40% | +329.58% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.83% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.55% | EXIT | |
| 28 | MCO | Moody's CORP | Stock-Financials | 0.54% | -0.54% | EXIT | |
| 29 | AAL | American Airlines Group Inc | Stock-Industrials | 0.54% | -0.54% | EXIT | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.29% | +486.17% | |
| 31 | MRNA | Moderna Inc | Stock-Healthcare | 0.53% | -0.53% | EXIT | |
| 32 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.53% | -0.36% | +216.44% | |
| 33 | BG | Bunge Global SA | Stock-Consumer Staples | 0.53% | -0.53% | EXIT | |
| 34 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.50% | -0.50% | EXIT | |
| 35 | EQT | Eqt CORP | Stock-Energy | 0.50% | -0.50% | EXIT | |
| 36 | LNG | Cheniere Energy Inc | Stock-Energy | 0.50% | -0.50% | EXIT | |
| 37 | DELL | Dell Technologies -c | Stock-Tech | 0.50% | -0.50% | EXIT | |
| 38 | ROKU | Roku Inc | Stock-Comm Services | 0.48% | -0.48% | EXIT | |
| 39 | DY | Dycom Industries Inc | Stock-Industrials | 0.47% | -0.24% | — | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.47% | -0.47% | EXIT | |
| 41 | TRGP | Targa Resources CORP | Stock-Energy | 0.46% | +0.03% | +78.50% | |
| 42 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.46% | -0.46% | EXIT | |
| 43 | RBRK | Rubrik Inc-a | Stock-Tech | 0.46% | -0.46% | EXIT | |
| 44 | SAIA | Saia Inc | Stock-Industrials | 0.46% | +0.02% | +323.21% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | -0.09% | — | |
| 46 | SNDK | Sandisk CORP | Stock-Tech | 0.45% | -0.17% | — | |
| 47 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.44% | -0.28% | — | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.44% | +0.05% | — | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | -0.43% | EXIT | |
| 50 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.43% | -0.33% | +146.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +0.9% | +672.32% | Add |
| 2 | FIX | Comfort Systems USA Inc | +0.6% | +1732.55% | Add |
| 3 | TTMI | Ttm Technologies | +0.5% | +344.17% | Add |
| 4 | BX | Blackstone Inc | +0.5% | +397.55% | Add |
| 5 | CSL | Carlisle Cos Inc | +0.5% | +717.76% | Add |
| 6 | JNJ | Johnson & Johnson | +0.4% | +192.83% | Add |
| 7 | KHC | Kraft Heinz Co/the | +0.4% | +2338.62% | Add |
| 8 | EQT | Eqt CORP | +0.4% | +704.20% | Add |
| 9 | ROST | Ross Stores Inc | +0.4% | +3035.37% | Add |
| 10 | ADM | Archer-daniels-midland Co | +0.4% | +329.58% | Add |
| 11 | MCO | Moody's CORP | +0.4% | +578.05% | Add |
| 12 | NFLX | Netflix Inc | +0.4% | +486.17% | Add |
| 13 | OLLI | Ollie's Bargain Outlet Holdi | +0.4% | +1319.95% | Add |
| 14 | AU | AngloGold Ashanti plc | +0.3% | +611.26% | Add |
| 15 | SAIA | Saia Inc | +0.3% | +323.21% | Add |
| 16 | CMG | Chipotle Mexican Grill Inc | +0.3% | +623.56% | Add |
| 17 | CSGP | Costar Group Inc | +0.3% | +2103.57% | Add |
| 18 | NVDA | Nvidia CORP | +0.3% | +154.30% | Add |
| 19 | ROKU | Roku Inc | +0.3% | +346.21% | Add |
| 20 | SHW | Sherwin-williams Co/the | +0.3% | +404.00% | Add |
| 21 | KMI | Kinder Morgan, Inc. | +0.3% | +371.78% | Add |
| 22 | VSXY | Victoria's Secret & Co | +0.3% | +2574.52% | Add |
| 23 | LNG | Cheniere Energy Inc | +0.3% | +147.45% | Add |
| 24 | DAR | Darling Ingredients Inc | +0.3% | +146.38% | Add |
| 25 | MCD | Mcdonald's CORP | +0.3% | +348.61% | Add |
| 26 | PPG | Ppg Industries Inc | +0.3% | +3358.70% | Add |
| 27 | MHK | Mohawk Industries Inc | +0.3% | +11834.54% | Add |
| 28 | MRNA | Moderna Inc | +0.2% | +80.99% | Add |
| 29 | MAA | Mid-america Apartment Comm | +0.2% | +494.21% | Add |
| 30 | MCK | Mckesson CORP | +0.2% | +1803.08% | Add |
| 31 | CHWY | Chewy Inc - Class A | +0.2% | +19136.06% | Add |
| 32 | GD | General Dynamics CORP | +0.2% | +1817.03% | Add |
| 33 | KMX | Carmax Inc | +0.2% | +253.15% | Add |
| 34 | NVTS | Navitas Semiconductor CORP | +0.2% | +272.26% | Add |
| 35 | ARGX | Argenx Se - Adr | +0.2% | +622.32% | Add |
| 36 | WING | Wingstop Inc | +0.2% | +888.45% | Add |
| 37 | TEL | TE Connectivity plc | +0.2% | +159.47% | Add |
| 38 | CF | Cf Industries Holdings Inc | +0.2% | +178.89% | Add |
| 39 | JOBY | Joby Aviation, Inc. | +0.2% | +625.88% | Add |
| 40 | MAS | Masco CORP | +0.2% | +837.86% | Add |
| 41 | IAG | Iamgold CORP | +0.2% | +167.17% | Add |
| 42 | IVZ | Invesco Ltd. | +0.2% | +254.63% | Add |
| 43 | CBRE | Cbre Group Inc - A | +0.2% | +328.58% | Add |
| 44 | WWD | Woodward Inc | +0.2% | +445.28% | Add |
| 45 | PBF | Pbf Energy Inc-class A | +0.2% | +131.99% | Add |
| 46 | ONTO | Onto Innovation Inc | +0.1% | +157.97% | Add |
| 47 | NI | Nisource Inc | +0.1% | +236.28% | Add |
| 48 | TRGP | Targa Resources CORP | +0.1% | +78.50% | Add |
| 49 | CLS | Celestica Inc | +0.1% | +125.88% | Add |
| 50 | RBLX | Roblox CORP -class A | +0.1% | +216.44% | Add |
According to official SEC Form 13F filings, Havemeyer Place LP reported a total U.S. public equity portfolio value of $1.0B across 498 disclosed positions in Q1 2026.
During Q1 2026, Havemeyer Place LP's top holdings by market value included ARM (1.1%)、CMI (1.1%)、ADSK (1.1%). The largest single position, ARM, represented 1.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARM, CMI, ADSK) accounted for 4.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ARM
市值: $9.7M
Top Position Liquidated / Trimmed
LEN
前期市值: $8.6M
In Q1 2026, Havemeyer Place LP made 200 total portfolio adjustments, initiating 90 new buys, adding to 55 positions, trimming 7 holdings, and fully liquidating 48 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.