Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Militia Capital Partners, LP 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Militia Capital Partners, LP (CIK 1837496) reported $263.2M across 168 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: ET ($9.9M, 3.76%), AMZN ($9.7M, 3.70%), OMAB ($9.0M, 3.43%), AX ($8.6M, 3.27%), TSM ($8.1M, 3.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ETENERGY TRANSFER L P$9.9M3.76%600,000Trimmed
2AMZNAMAZON COM INC$9.7M3.70%42,216Trimmed
3OMABGRUPO AEROPORTUARIO DEL CENT$9.0M3.43%83,046Trimmed
4AXAXOS FINANCIAL INC$8.6M3.27%100,000Trimmed
5TSMTAIWAN SEMICONDUCTOR MFG LT$8.1M3.09%29,348Trimmed
6WESWESTERN MIDSTREAM PARTNERS L$7.9M3.00%200,000Trimmed
7GOOGALPHABET INC$7.7M2.92%24,500New
8ORREA SERIES TRUST$5.5M2.09%161,000Added
9IBKRINTERACTIVE BROKERS GROUP IN$4.6M1.73%71,000Trimmed
10CAAPCORPORACION AMER ARPTS S A$4.2M1.59%161,000Trimmed
11AFRMAFFIRM HLDGS INC$3.7M1.41%599,543New
12MPLXMPLX LP$3.6M1.36%67,000Trimmed
13GRVYGRAVITY CO LTD$3.4M1.29%58,737Trimmed
14FBTCFIDELITY WISE ORIGIN BITCOIN$3.2M1.23%42,300Added
15BMABANCO MACRO SA$3.0M1.14%33,400Trimmed
16PKBKPARKE BANCORP INC$3.0M1.14%120,000Trimmed
17TEVATEVA PHARMACEUTICAL INDS LTD$2.9M1.09%92,000Trimmed
18QQQEDIREXION SHS ETF TR$2.8M1.08%27,800New
19AGMFEDERAL AGRIC MTG CORP$2.8M1.07%16,000Trimmed
20KLARNA GROUP PLC$2.8M1.05%415,714New
21SESEA LTD$2.7M1.04%21,400New
22LNGCHENIERE ENERGY INC$2.7M1.03%14,000New
23IBITISHARES BITCOIN TRUST ETF$2.7M1.03%54,590Trimmed
24BKDBROOKDALE SR LIVING INC$2.6M0.98%240,000Trimmed
25FIGURE TECHNOLOGY SOLUTIO$2.5M0.93%70,000New

Source: SEC Form 13F filings · as of 2025-12-31