Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Freshford Capital Management, LLC (CIK 1459270) reported $200.2M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FICO ($27.2M, 13.57%), AMZN ($18.2M, 9.08%), CP ($14.9M, 7.45%), TXG ($14.3M, 7.14%), APP ($13.0M, 6.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FICO | FAIR ISAAC CORP | $27.2M | 13.57% | 25,450 | Added |
| 2 | AMZN | AMAZON COM INC | $18.2M | 9.08% | 87,257 | Trimmed |
| 3 | CP | CANADIAN PACIFIC KANSAS CITY | $14.9M | 7.45% | 189,738 | Added |
| 4 | TXG | 10X GENOMICS INC | $14.3M | 7.14% | 672,956 | Trimmed |
| 5 | APP | APPLOVIN CORP | $13.0M | 6.50% | 32,723 | Trimmed |
| 6 | TWST | TWIST BIOSCIENCE CORP | $12.3M | 6.15% | 258,982 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $12.1M | 6.03% | 167,982 | Added |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $11.6M | 5.78% | 58,556 | New |
| 9 | MRCY | MERCURY SYS INC | $11.2M | 5.61% | 154,065 | Trimmed |
| 10 | CACI | CACI INTL INC | $10.9M | 5.45% | 20,065 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $10.7M | 5.35% | 37,260 | Trimmed |
| 12 | IQV | IQVIA HLDGS INC | $9.6M | 4.80% | 56,371 | Added |
| 13 | GDDY | GODADDY INC | $9.0M | 4.49% | 108,735 | Trimmed |
| 14 | BATRK | ATLANTA BRAVES HLDGS INC | $8.1M | 4.07% | 190,762 | Trimmed |
| 15 | VERX | VERTEX INC | $6.7M | 3.36% | 565,547 | New |
| 16 | NEXT | NEXTDECADE CORP | $4.2M | 2.11% | 551,100 | New |
| 17 | SARO | STANDARDAERO INC | $2.6M | 1.29% | 100,000 | New |
| 18 | STAA | STAAR SURGICAL CO | $2.3M | 1.17% | 125,000 | New |
| 19 | NSP | INSPERITY INC | $1.2M | 0.61% | 45,073 | New |
| 20 | FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | Exited |
| 21 | NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | Exited |
| 22 | TRMB | TRIMBLE INC | $0 | 0.00% | 0 | Exited |
| 23 | WDAY | WORKDAY INC | $0 | 0.00% | 0 | Exited |
| 24 | QURE | UNIQURE NV | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31