§ 13F · FUND PROFILE
Engle Capital Management, L.P..
AUM · $284M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | 2.70M | $67M | 18.3% | −9% |
| 2 | CDNL | CARDINAL INFRASTRUCTURE GROUP | 448K | $42M | 11.6% | +41% |
| 3 | ROAD | CONSTRUCTION PARTNERS INC | 298K | $35M | 9.7% | +45% |
| 4 | TBBB | BBB FOODS INC | 776K | $32M | 8.9% | +8% |
| 5 | LGN | LEGENCE CORP | 362K | $31M | 8.5% | −29% |
| 6 | TLN | TALEN ENERGY CORP | 54K | $21M | 5.7% | −13% |
| 7 | CIFR | CIPHER DIGITAL INC | 771K | $19M | 5.2% | −1% |
| 8 | AER | AERCAP HOLDINGS NV | 128K | $19M | 5.1% | −22% |
| 9 | GOOGL | ALPHABET INC | 43K | $15M | 4.2% | +63% |
| 10 | HUT | HUT 8 CORP | 130K | $15M | 4.1% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENGLE SIGNAL
AC read
Engle Capital Management, L.P. is a Other fund managing $284 million in assets. The fund runs a focused portfolio of just 23 positions.
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