§ 13F · FUND PROFILE
Geneva Partners, LLC.
AUM · $375M (13F)Positions · 75Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DELL | DELL TECHNOLOGIES INC | 47K | $20M | 5.4% | +43% |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 68K | $20M | 5.4% | NEW |
| 3 | GOOGL | ALPHABET INC | 47K | $17M | 4.5% | ±0% |
| 4 | STRL | STERLING INFRASTRUCTURE INC | 20K | $17M | 4.5% | +11% |
| 5 | XBI | SPDR SERIES TRUST | 95K | $15M | 4.0% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 73K | $15M | 3.9% | −8% |
| 7 | TER | TERADYNE INC | 29K | $14M | 3.7% | NEW |
| 8 | GLW | CORNING INC | 50K | $13M | 3.4% | NEW |
| 9 | AMAT | APPLIED MATLS INC | 16K | $12M | 3.2% | NEW |
| 10 | GEV | GE VERNOVA INC | 10K | $12M | 3.1% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENEVA SIGNAL
AC read
Geneva Partners, LLC is a Other fund managing $375 million in assets. The fund runs a portfolio of 75 positions.
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