Holdings
Steamboat Capital Partners, LLC
As of Jun 30, 2026, Steamboat Capital Partners, LLC reported 54 positions worth US$429M. Largest: Acm Research, Inc., Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Acm Research, Inc. | 183K | US$23.2M | −40,618 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 60,287 | US$21.5M | −14,531 | Jun 30, 2026 |
| Broadcom Inc. | 54,388 | US$20.5M | +9,388 | Jun 30, 2026 |
| Micron Technology, Inc. | 16,806 | US$19.4M | −16,194 | Jun 30, 2026 |
| Compass, Inc. | 1.38M | US$17.1M | −108K | Jun 30, 2026 |
| Dell Technologies Inc. | 39,540 | US$17.1M | −21,111 | Jun 30, 2026 |
| Tenet Healthcare Corporation | 79,074 | US$14.8M | +29,490 | Jun 30, 2026 |
| Century Aluminum Company | 297K | US$13.6M | +20,418 | Jun 30, 2026 |
| M/i Homes, Inc. | 75,523 | US$12.1M | −955 | Jun 30, 2026 |
| Global Payments Inc. | 147K | US$10.7M | +7,367 | Jun 30, 2026 |