§ 13F · FUND PROFILE
Havemeyer Place LP.
AUM · $1.0B (13F)Positions · 495Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
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 | KLAC | KLA CORP | 48K | $14M | — | — |
| 2 | MSFT | MICROSOFT CORP | 38K | $14M | — | — |
| 3 | F | FORD MTR CO | 800K | $11M | — | — |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 20K | $10M | — | — |
| 5 | CASY | CASEYS GEN STORES INC | 13K | $10M | — | — |
| 6 | LLY | ELI LILLY & CO | 8K | $10M | — | — |
| 7 | ORCL | ORACLE CORP | 67K | $10M | — | — |
| 8 | CBRE | CBRE GROUP INC | 70K | $9M | — | — |
| 9 | COST | COSTCO WHSL CORP NEW | 10K | $9M | — | — |
| 10 | AMZN | AMAZON COM INC | 38K | $9M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAVEMEYER SIGNAL
AC read
Havemeyer Place LP is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 495 positions.
Read the full dossier →