Mulberry Street Management
Mulberry Street Management reported 8 stocks worth $33.5M in its 13F filing for Q3 2026, filed Nov 12, 2026. Its largest holdings are AMZN (24.9%), CBRS (14.7%) and META (14.1%).
Latest filing from Mulberry Street Management
Q3 2026This is the first quarter on file for this fund, so there is nothing to compare it with yet.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $8.4M | 24.9% | 34K | – | 1 of 1 | |
| 2 |  CBRS Cerebras Systems Inc Com CL A | $4.9M | 14.7% | 28K | – | 1 of 1 | |
| 3 |  META Meta Platforms Inc | $4.7M | 14.1% | 6,500 | – | 1 of 1 | |
| 4 |  CVNA Carvana Co | $4.4M | 13.1% | 70K | – | 1 of 1 | |
| 5 |  GOOG Alphabet Inc | $3.8M | 11.4% | 11K | – | 1 of 1 | |
| 6 |  AXON Axon Enterprise Inc | $2.8M | 8.4% | 6,698 | – | 1 of 1 | |
| 7 |  SHOP Shopify Inc | $2.5M | 7.4% | 17K | – | 1 of 1 | |
| 8 |  SKHY SK Hynix Inc Fsponsored ADR 1 ADR Reps 0.1 Ord Shs | $2M | 5.9% | 11K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 12, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Mulberry Street Management 13F FAQ
What does Mulberry Street Management own?
Mulberry Street Management reported 8 stocks worth $33.5M in its 13F filing for Q3 2026, filed Nov 12, 2026. Its largest holdings are AMZN (24.9%), CBRS (14.7%) and META (14.1%). The table above lists every position in the filing (the top 10 without an account).
What did Mulberry Street Management buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Mulberry Street Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mulberry Street Management's portfolio worth?
The Q3 2026 filing reports $33.5M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.