§ 13F · FUND PROFILE
Highlander Partners, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $287M (13F)Positions · 52Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 264K | $66M | 25.8% | −10% |
| 2 | BX | BLACKSTONE INC | 230K | $26M | 10.3% | −2% |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | 79K | $22M | 8.8% | ±0% |
| 4 | AMZN | AMAZON COM INC | 104K | $22M | 8.5% | +1% |
| 5 | PSN | PARSONS CORP DEL | 256K | $14M | 5.4% | −8% |
| 6 | TCBI | TEXAS CAP BANCSHARES INC | 124K | $12M | 4.6% | −27% |
| 7 | MIRM | MIRUM PHARMACEUTICALS INC | 123K | $11M | 4.4% | ±0% |
| 8 | DHR | DANAHER CORP DEL | 58K | $11M | 4.3% | ±0% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 85K | $11M | 4.2% | ±0% |
| 10 | SPXC | SPX TECHNOLOGIES INC | 52K | $10M | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGHLANDER SIGNAL
AC read
Highlander Partners, L.P. is a Other fund managing $287 million in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed