§ 13F · FUND PROFILE
Steamboat Capital Partners, LLC.
AUM · $468M (13F)Positions · 59Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$52M 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 | ACMR | ACM Research Inc | 183K | $23M | 5.0% | −18% |
| 2 | GOOG | Alphabet Inc | 61K | $22M | 4.6% | −19% |
| 3 | AVGO | Broadcom Inc | 54K | $21M | 4.4% | +21% |
| 4 | MU | Micron Technology Inc | 17K | $19M | 4.1% | −49% |
| 5 | AER | AerCap Holdings NV | 122K | $18M | 3.8% | +63% |
| 6 | COMP | Compass Inc | 1.38M | $17M | 3.7% | −7% |
| 7 | DELL | Dell Technologies Inc | 40K | $17M | 3.6% | −35% |
| 8 | THC | Tenet Healthcare Corp | 79K | $15M | 3.2% | +59% |
| 9 | CENX | Century Aluminum Co | 297K | $14M | 2.9% | +7% |
| 10 | MHO | M/I Homes Inc | 76K | $12M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEAMBOAT SIGNAL
AC read
Steamboat Capital Partners, LLC is a Other fund managing $468 million in assets. The fund runs a portfolio of 59 positions.
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