TritonPoint Partners
TritonPoint Partners reported 351 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (8.4%), GOOGL (4.1%) and GOOG (3.8%). Compared with Q1 2026, the fund opened new positions in XPO, XLI and XLK, added to AAPL, GOOGL and GOOG, trimmed SPYG, BINC and FBND and sold out of BIL, DIVO and CGIC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $102M | 8.4% | 351K | +313K (+811%) | 3 of 3 | |
| 2 |  GOOGL Alphabet Inc | $49.4M | 4.1% | 138K | +120K (+640%) | 3 of 3 | |
| 3 |  GOOG Alphabet Inc | $45.2M | 3.8% | 128K | +122K (+2170%) | 3 of 3 | |
| 4 |  AMZN Amazon Com Inc | $40.6M | 3.4% | 170K | +147K (+636%) | 3 of 3 | |
| 5 |  VUG Vanguard Index Fds | $37.5M | 3.1% | 435K | +433K (+22572%) | 3 of 3 | |
| 6 |  LRCX Lam Research Corp | $30.7M | 2.5% | 71K | +61K (+615%) | 3 of 3 | |
| 7 |  JPM Jpmorgan Chase & Co. | $28.6M | 2.4% | 87K | +78K (+803%) | 3 of 3 | |
| 8 |  MSFT Microsoft Corp | $27.3M | 2.3% | 73K | +57K (+341%) | 3 of 3 | |
| 9 |  VOO Vanguard S&P 500 ETF | $24.2M | 2.0% | 35K | +23K (+179%) | 3 of 3 | |
| 10 |  IYW Ishares US Technology | $23.7M | 2.0% | 94K | +92K (+4211%) | 3 of 3 |
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 |
|---|---|---|
 BIL ST Stert Spdr Blmbg 1 3 | $33.2M | 362K |
 DIVO Amplify ETF TR | $1.9M | 41K |
 CGIC Capital Group Intrnl CR | $1.8M | 54K |
 SPXC Spx Technologies Inc | $1.3M | 6,750 |
 VCSH Vanguard Scottsdale Fds | $1.2M | 15K |
🔒 Free account: see all 30.
Reported value
last 3 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 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TritonPoint Partners 13F FAQ
What does TritonPoint Partners own?
TritonPoint Partners reported 351 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (8.4%), GOOGL (4.1%) and GOOG (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did TritonPoint Partners buy and sell in Q2 2026?
Compared with Q1 2026: 189 new positions, 107 added to, 48 trimmed and 38 sold out. New positions include XPO, XLI and XLK. It sold all of BIL, DIVO and CGIC.
When will TritonPoint Partners 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 TritonPoint Partners'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.