§ 13F · FUND PROFILE
Parsifal Capital Management, LP.
AUM · $826M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
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 | COMP | COMPASS INC | 11.86M | $146M | 17.7% | ±0% |
| 2 | HGV | HILTON GRAND VACATIONS INC | 2.08M | $109M | 13.2% | −4% |
| 3 | SN | SHARKNINJA INC | 552K | $84M | 10.2% | −30% |
| 4 | AXTA | AXALTA COATING SYS LTD | 2.40M | $82M | 9.9% | +29% |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | 685K | $81M | 9.8% | +44% |
| 6 | MMM | 3M CO | 352K | $57M | 6.9% | +31% |
| 7 | GXO | GXO LOGISTICS INCORPORATED | 909K | $46M | 5.6% | +7% |
| 8 | AVPT | AVEPOINT INC | 3.83M | $43M | 5.2% | ±0% |
| 9 | IESC | IES HOLDINGS INC | 49K | $36M | 4.4% | −46% |
| 10 | JMIA | JUMIA TECHNOLOGIES AG | 4.70M | $33M | 4.0% | +35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARSIFAL SIGNAL
AC read
Parsifal Capital Management, LP is a Other fund managing $826 million in assets. The fund runs a focused portfolio of just 15 positions.
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