§ 13F · FUND PROFILE
CLOVERFIELDS CAPITAL GROUP, LP.
AUM · $331M (13F)Positions · 90Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 34K | $16M | 4.8% | +7% |
| 2 | GOOG | ALPHABET INC | 31K | $11M | 3.4% | +18% |
| 3 | AMZN | AMAZON COM INC | 45K | $11M | 3.3% | +19% |
| 4 | NVDA | NVIDIA CORPORATION | 45K | $9M | 2.7% | +16% |
| 5 | GE | GE AEROSPACE | 23K | $8M | 2.6% | −2% |
| 6 | CP | CANADIAN PACIFIC KANSAS CITY | 95K | $8M | 2.5% | −2% |
| 7 | MSFT | MICROSOFT CORP | 22K | $8M | 2.5% | +24% |
| 8 | PM | PHILIP MORRIS INTL INC | 43K | $8M | 2.4% | +5% |
| 9 | SCHW | SCHWAB CHARLES CORP | 73K | $7M | 2.0% | +3% |
| 10 | UBER | UBER TECHNOLOGIES INC | 92K | $7M | 2.0% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLOVERFIELDS SIGNAL
AC read
CLOVERFIELDS CAPITAL GROUP, LP is a Other fund managing $331 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →