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.
Steamboat Capital Partners, LLC (CIK 1635663) reported $467.6M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ACMR ($23.2M, 4.96%), GOOG ($21.5M, 4.61%), AVGO ($20.5M, 4.39%), MU ($19.4M, 4.15%), AER ($17.9M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACMR | ACM Research Inc | $23.2M | 4.96% | 182,773 | Trimmed |
| 2 | GOOG | Alphabet Inc | $21.5M | 4.61% | 60,976 | Trimmed |
| 3 | AVGO | Broadcom Inc | $20.5M | 4.39% | 54,388 | Added |
| 4 | MU | Micron Technology Inc | $19.4M | 4.15% | 16,806 | Trimmed |
| 5 | AER | AerCap Holdings NV | $17.9M | 3.82% | 122,485 | Added |
| 6 | DELL | Dell Technologies Inc | $17.1M | 3.65% | 39,540 | Trimmed |
| 7 | COMP | Compass Inc | $17.1M | 3.65% | 1.4M | Trimmed |
| 8 | THC | Tenet Healthcare Corp | $14.8M | 3.16% | 79,074 | Added |
| 9 | CENX | Century Aluminum Co | $13.6M | 2.92% | 296,666 | Added |
| 10 | MHO | M/I Homes Inc | $12.1M | 2.60% | 75,523 | Trimmed |
| 11 | GPN | Global Payments Inc | $10.7M | 2.29% | 147,367 | Added |
| 12 | CRC | California Resources Corp | $10.5M | 2.24% | 197,755 | Trimmed |
| 13 | VGNT | Versigent PLC | $10.4M | 2.22% | 247,200 | New |
| 14 | CORZ | Core Scientific Inc | $10.2M | 2.19% | 400,127 | Trimmed |
| 15 | CPAY | Corpay Inc | $9.9M | 2.12% | 29,778 | Trimmed |
| 16 | IESC | IES Holdings Inc | $9.2M | 1.96% | 12,481 | Trimmed |
| 17 | GMRS | GMR Solutions Inc | $9.2M | 1.96% | 594,018 | New |
| 18 | PRTH | Priority Technology Holdings I | $8.9M | 1.91% | 1.3M | Added |
| 19 | ZM | Zoom Communications Inc | $8.6M | 1.85% | 100,060 | Trimmed |
| 20 | HALO | Halozyme Therapeutics Inc | $8.5M | 1.81% | 108,366 | Trimmed |
| 21 | META | Meta Platforms Inc | $8.4M | 1.79% | 14,828 | Trimmed |
| 22 | SAN | Banco Santander SA | $8.3M | 1.77% | 600,166 | Trimmed |
| 23 | DAL | Delta Air Lines Inc | $8.2M | 1.76% | 87,966 | Trimmed |
| 24 | TLN | Talen Energy Corp | $7.7M | 1.66% | 20,156 | Trimmed |
| 25 | COF | Capital One Financial Corp | $7.7M | 1.65% | 38,546 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30