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CIK: 0002026217
Total reported value
$257.6M
$257.6M
9 檔
64.4%
At the close of Q1 2026, Inherent Management Corp. disclosed equity holdings valued at approximately $257.6M, spread across 9 reported holdings.
In Q1 2026, Inherent Management Corp. displayed an active expansion posture, initiating 2 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 38.15% | -14.74% | — | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 14.73% | -1.37% | — | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 13.43% | -3.74% | +9.42% | |
| 4 | SHC | Sotera Health Co | Stock-Other | 12.10% | -0.66% | +41.55% | |
| 5 | TDG | Transdigm Group Inc | Stock-Industrials | 5.89% | -0.72% | +29.87% | |
| 6 | STEP | Stepstone Group Inc-class A | Stock-Other | 5.67% | -1.44% | — | |
| 7 | URTH | Ishares Msci World ETF | ETF-Other | 5.55% | -0.78% | — | |
| 8 | EVTL | Vertical Aerospace Ltd. | Stock-Other | 2.45% | -0.98% | +63.82% | |
| 9 | RPC | Ridgepost Capital Inc-a | Stock-Other | 2.03% | -2.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +2.7% | +9.42% | Add |
| 2 | SHC | Sotera Health Co | +1.5% | +41.55% | Add |
| 3 | TDG | Transdigm Group Inc | +0.6% | +29.87% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.6% | — | Unchanged |
| 5 | IEMG | Ishares Core Msci Emerging | +0.4% | — | Unchanged |
| 6 | URTH | Ishares Msci World ETF | -0.2% | — | Unchanged |
| 7 | EVTL | Vertical Aerospace Ltd. | -1.2% | +63.82% | Add |
| 8 | PAX | Patria Investments Limited | — | EXIT | Sold out |
| 9 | STEP | Stepstone Group Inc-class A | — | NEW | New buy |
| 10 | RPC | Ridgepost Capital Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Inherent Management Corp. reported a total U.S. public equity portfolio value of $257.6M across 9 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, IEMG, NEE) accounted for 64.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
STEP
市值: $11.2M
Top Position Liquidated / Trimmed
PAX
前期市值: $23.6M
During Q1 2026, Inherent Management Corp.'s top holdings by market value included VEA (38.1%)、IEMG (14.7%)、NEE (13.4%). The largest single position, VEA, represented 38.1% of total portfolio value.
In Q1 2026, Inherent Management Corp. made 7 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 0 holdings, and fully liquidating 1 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.
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