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.
Highlander Partners, L.P. (CIK 1903866) reported $255.5M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRT ($66.0M, 25.85%), BX ($27.4M, 10.74%), KEYS ($22.4M, 8.75%), AMZN ($21.7M, 8.48%), PSN ($13.9M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $66.0M | 25.85% | 263,569 | Trimmed |
| 2 | BX | BLACKSTONE INC | $27.4M | 10.74% | 238,600 | Trimmed |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | $22.4M | 8.75% | 79,200 | Hold |
| 4 | AMZN | AMAZON COM INC | $21.7M | 8.48% | 104,000 | Added |
| 5 | PSN | PARSONS CORP DEL | $13.9M | 5.42% | 255,900 | Trimmed |
| 6 | TCBI | TEXAS CAP BANCSHARES INC | $11.8M | 4.60% | 123,842 | Trimmed |
| 7 | MIRM | MIRUM PHARMACEUTICALS INC | $11.4M | 4.45% | 122,980 | Hold |
| 8 | DHR | DANAHER CORP DEL | $11.0M | 4.30% | 58,000 | Hold |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $10.9M | 4.28% | 87,200 | Hold |
| 10 | SPXC | SPX TECHNOLOGIES INC | $10.4M | 4.09% | 52,250 | Hold |
| 11 | DAKT | DAKTRONICS INC | $7.8M | 3.06% | 400,000 | Hold |
| 12 | KRE | SPDR SERIES TRUST | $6.5M | 2.55% | 100,000 | Trimmed |
| 13 | SSNC | SS&C TECH HLDGS | $5.5M | 2.16% | 81,800 | Hold |
| 14 | GWRE | GUIDEWIRE SOFTWARE INC | $4.9M | 1.93% | 33,000 | New |
| 15 | DELL | DELL TECHNOLOGIES INC | $4.9M | 1.93% | 30,000 | Hold |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 1.02% | 4,000 | Hold |
| 17 | DSGR | DISTRIBUTION SOLUTIONS GRP I | $2.3M | 0.88% | 85,899 | Hold |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.74% | 9,900 | Hold |
| 19 | MDAI | SPECTRAL AI INC | $1.3M | 0.52% | 900,000 | Hold |
| 20 | TPX | SOMNIGROUP INTERNATIONAL INC | $1.0M | 0.40% | 14,000 | New |
| 21 | DMLP | DORCHESTER MINERALS L P | $896,387 | 0.35% | 33,077 | Hold |
| 22 | MPLX | MPLX LP | $815,587 | 0.32% | 14,291 | Hold |
| 23 | GOOGL | ALPHABET INC | $632,632 | 0.25% | 2,200 | Hold |
| 24 | EPD | ENTERPRISE PRODS PARTNERS L | $529,760 | 0.21% | 14,000 | Hold |
| 25 | GLD | SPDR GOLD TR | $499,136 | 0.20% | 1,160 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31