§ 13F · FUND PROFILE
Freshford Capital Management, LLC.
AUM · $347M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M 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 | FICO | FAIR ISAAC CORP | 18K | $21M | 7.4% | +53% |
| 2 | FICO | FAIR ISAAC CORP | 18K | $21M | 7.2% | — |
| 3 | TXG | 10X GENOMICS INC | 265K | $10M | 3.5% | −11% |
| 4 | TXG | 10X GENOMICS INC | 260K | $10M | 3.4% | — |
| 5 | TWST | TWIST BIOSCIENCE CORP | 80K | $8M | 2.8% | −31% |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 16K | $8M | 2.8% | NEW |
| 7 | TWST | TWIST BIOSCIENCE CORP | 79K | $8M | 2.8% | — |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 16K | $8M | 2.7% | — |
| 9 | APP | APPLOVIN CORP | 15K | $8M | 2.6% | +1% |
| 10 | APP | APPLOVIN CORP | 15K | $8M | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRESHFORD SIGNAL
AC read
Freshford Capital Management, LLC is a Other fund managing $347 million in assets. The fund runs a portfolio of 52 positions.
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