Spirepoint Private Client
Spirepoint Private Client reported 332 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are UPS (8.9%), AAPL (4.0%) and GOOGL (3.5%). Compared with Q1 2026, the fund opened new positions in SOXX, NOW and ALB, added to GOOGL, VOO and AVGO, trimmed UPS, AAPL and CLH and sold out of ARES, SOFI and SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UPS United Parcel Service Inc | $110M | 8.9% | 1M | −2,521 (−0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $49.7M | 4.0% | 172K | −474 (−0%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $43.1M | 3.5% | 121K | +23K (+24%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $43M | 3.5% | 63K | +9,417 (+18%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $42.7M | 3.5% | 113K | +12K (+11%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $36.1M | 2.9% | 180K | +31K (+21%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $34.5M | 2.8% | 93K | +10K (+12%) | 8 of 8 | |
| 8 |  CLH Clean Harbors Inc | $31.6M | 2.6% | 106K | −208 (−0%) | 8 of 8 | |
| 9 |  PANW Palo Alto Networks Inc | $29.5M | 2.4% | 86K | +15K (+21%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $28.5M | 2.3% | 119K | +18K (+18%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ARES Ares Management Corporation | $4M | 36K |
 SOFI Sofi Technologies Inc | $3.2M | 202K |
HONEYWELL INTL INC | $1.1M | 4,999 |
 SPGI S&P Global Inc | $621K | 1,461 |
 LYFT Lyft Inc | $445K | 33K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Spirepoint Private Client 13F FAQ
What does Spirepoint Private Client own?
Spirepoint Private Client reported 332 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are UPS (8.9%), AAPL (4.0%) and GOOGL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Spirepoint Private Client buy and sell in Q2 2026?
Compared with Q1 2026: 27 new positions, 131 added to, 109 trimmed and 17 sold out. New positions include SOXX, NOW and ALB. It sold all of ARES, SOFI and SPGI.
When will Spirepoint Private Client file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Spirepoint Private Client's portfolio worth?
The Q2 2026 filing reports $1.2B 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.