Holdings
11 Capital Partners LP
As of Jun 30, 2026, 11 Capital Partners LP reported 18 positions worth US$305M. Largest: Lam Research Corporation, Asml Holding Nv and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 65,290 | US$28.3M | new | Jun 30, 2026 |
| Asml Holding Nv | 13,755 | US$27.4M | +619 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 55,831 | US$26.7M | −8,369 | Jun 30, 2026 |
| Moody's Corporation | 53,694 | US$24.3M | +808 | Jun 30, 2026 |
| Visa Inc. | 67,514 | US$23.2M | +5,583 | Jun 30, 2026 |
| Ge Vernova Inc. | 19,076 | US$22.4M | −730 | Jun 30, 2026 |
| Apple Inc | 63,570 | US$18.4M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 73,740 | US$17.6M | −25,910 | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 181K | US$17.3M | new | Jun 30, 2026 |
| Rbc Bearings Incorporated | 24,955 | US$16.1M | −1,505 | Jun 30, 2026 |