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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001636044
Total reported value
$184.2M
$184.2M
1 檔
61.4%
In Q1 2026, Sun Mountain Capital Ltd's U.S. equity holdings reached a combined market value of $184.2M, distributed across 1 disclosed stock positions.
During Q1 2026, Sun Mountain Capital Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF) accounted for 61.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 100.00% | -28.42% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
According to official SEC Form 13F filings, Sun Mountain Capital Ltd reported a total U.S. public equity portfolio value of $184.2M across 1 disclosed positions in Q1 2026.
During Q1 2026, Sun Mountain Capital Ltd's top holdings by market value included IWF (100.0%). The largest single position, IWF, represented 100.0% of total portfolio value.
In Q1 2026, Sun Mountain Capital Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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