Global Frontier Investments LLC — 13F Holdings & Portfolio
CIK 1821219 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$732.0K
Long-equity book
30
Distinct positions
2026-03-31
Filed 2026-05-15
+7 / −0 / ↑0 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- INFLEQTION INC$251.4K
- MARKEL GROUP INC$27.4K
- BERKSHIRE HATHAWAY INC CL B$7.2K
- AXOS FINANCIAL INC$3.1K
- VISA INC CLASS A SHARES$2.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INFLEQTION INC | INFQ | 45676K103 | $251.4K | 34.34% | 25,622,170 | SH |
| 2 | JPMORGAN CHASE | JPM | 46625H100 | $92.4K | 12.62% | 314,000 | SH |
| 3 | AMERICAN EXPRESS CO | AXP | 025816109 | $70.5K | 9.64% | 233,215 | SH |
| 4 | ACCENTURE PLC CL A | ACN | G1151C101 | $42.6K | 5.82% | 215,000 | SH |
| 5 | PROGRESSIVE CORP | PGR | 743315103 | $36.1K | 4.93% | 182,000 | SH |
| 6 | MASTERCARD INC A | MA | 57636Q104 | $34.0K | 4.64% | 68,000 | SH |
| 7 | BERKSHIRE HATHAWAY INC CL A | BRK.A | 084670108 | $31.6K | 4.32% | 44 | SH |
| 8 | US BANCORP | USB | 902973304 | $29.0K | 3.96% | 558,000 | SH |
| 9 | MARKEL GROUP INC | MKL | 570535104 | $27.4K | 3.74% | 14,300 | SH |
| 10 | KKR | KKR | 48251W104 | $25.1K | 3.42% | 271,000 | SH |
| 11 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $20.2K | 2.76% | 285,000 | SH |
| 12 | AON PLC CLASS A | AON | G0403H108 | $15.8K | 2.16% | 49,000 | SH |
| 13 | ARCH CAPITAL GROUP LTD | ACGL | G0450A105 | $14.4K | 1.97% | 150,000 | SH |
| 14 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $11.0K | 1.50% | 13,000 | SH |
| 15 | BERKSHIRE HATHAWAY INC CL B | BRK.B | 084670702 | $7.2K | 0.98% | 15,000 | SH |
| 16 | ALIBABA GROUP HOLDING-SP ADR | BABA | 01609W102 | $6.3K | 0.86% | 50,000 | SH |
| 17 | GLOBAL PAYMENTS INC | GPN | 37940X102 | $4.6K | 0.63% | 68,000 | SH |
| 18 | NORTHERN TRUST CORP | NTRS | 665859104 | $4.2K | 0.57% | 30,000 | SH |
| 19 | AXOS FINANCIAL INC | AX | 05465C100 | $3.1K | 0.43% | 37,000 | SH |
| 20 | VISA INC CLASS A SHARES | V | 92826C839 | $2.9K | 0.40% | 9,706 | SH |
| 21 | WEBSTER FINANCIAL CORP | WBS | 947890109 | $2.3K | 0.31% | 33,000 | SH |
| 22 | BANK OZK | OZK | 06417N103 | $0 | 0.00% | 0 | SH |
| 23 | CITIGROUP INC | C | 172967424 | $0 | 0.00% | 0 | SH |
| 24 | CADENCE BANCORP | — | 12739A100 | $0 | 0.00% | 0 | SH |
| 25 | WELLS FARGO | WFC | 949746101 | $0 | 0.00% | 0 | SH |
| 26 | SCHWAB (CHARLES) CORP | SCHW | 808513105 | $0 | 0.00% | 0 | SH |
| 27 | AMRYT PHARMA LTD - SPNR ADR | — | 03217L106 | $0 | 0.00% | 0 | SH |
| 28 | ATAI LIFESCIENCES NV | ATAI | N0731H103 | $0 | 0.00% | 0 | SH |
| 29 | KALEYRA INC | — | 483379103 | $0 | 0.00% | 0 | SH |
| 30 | SIGNATURE BANK/NEW YORK NY | SBNY | 82669G104 | $0 | 0.00% | 0 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $732.0K | 30 | 0001821219-26-000004 |
| 2026-03-31 | 2026-05-15 | $437.7K | 23 | 0001821219-26-000003 |
| 2025-12-31 | 2026-02-18 | $506.7K | 23 | 0001821219-26-000001 |
| 2025-09-30 | 2025-11-18 | $519.1K | 23 | 0001821219-25-000004 |