9823 Capital, L.P. — 13F Holdings & Portfolio

CIK 1982920 · latest 13F-HR filed 2026-05-15

9823 Capital, L.P. manages $132.5M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (58.58%), AMZN (11.16%), QQQ (6.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 42, added to 10, and trimmed 4.

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.

Loading holdings…
AUM

$132.5M

Long-equity book

Holdings

45

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+28 / −42 / ↑10 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$420.9K +20.0%
  • J P MORGAN EXCHANGE TRADED F$420.3K +19.9%
  • INVESCO ACTIVELY MANAGED EXC$413.0K +19.6%
  • T ROWE PRICE ETF INC$350.0K +16.6%
  • INVESCO ACTIVELY MANAGED EXC$275.8K +19.6%
Show all 10

Top Trims

  • APPLE INC-$5.8M -6.9%
  • AMAZON COM INC-$2.2M -13.1%
  • MICROSOFT CORP-$789.2K -24.7%
  • GE AEROSPACE-$366.5K -63.7%
Show all 4

New Positions

  • EBAY INC.$672.0K
  • EQUINIX INC$473.5K
  • LINDE PLC$468.5K
  • KROGER CO$465.3K
  • MARVELL TECHNOLOGY INC$219.0K
Show all 28

Exited Positions

  • JADE BIOSCIENCES INC$820.7K
  • SOFI TECHNOLOGIES INC$786.0K
  • NVIDIA CORPORATION$512.7K
  • NU HLDGS LTD$482.8K
  • ALPHABET INC$478.0K
Show all 42
All Holdings

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 APPLE INC AAPL 037833100 $77.6M 58.58% 305,751 SH
2 AMAZON COM INC AMZN 023135106 $14.8M 11.16% 71,000 SH
3 INVESCO QQQ TR QQQ 46090E103 $8.8M 6.63% 15,226 SH
4 SPDR S&P 500 ETF TR SPY 78462F103 $5.0M 3.81% 7,761 SH
5 ISHARES TR ICSH 46434V878 $2.5M 1.91% 49,962 SH
6 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $2.5M 1.91% 49,962 SH
7 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $2.5M 1.90% 50,297 SH
8 T ROWE PRICE ETF INC TBUX 87283Q701 $2.5M 1.85% 49,374 SH
9 MICROSOFT CORP MSFT 594918104 $2.4M 1.82% 6,500 SH
10 INVESCO ACTIVELY MANAGED EXC VRIG 46090A879 $1.7M 1.27% 67,173 SH
11 TWO RDS SHARED TR AFIF 90214Q766 $1.7M 1.27% 179,940 SH
12 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $1.6M 1.24% 60,536 SH
13 ANGEL OAK FUNDS TRUST CARY 03463K760 $1.6M 1.23% 78,565 SH
14 EBAY INC. EBAY 278642103 $672.0K 0.51% 7,383 SH
15 EQUINIX INC EQIX 29444U700 $473.5K 0.36% 483 SH
16 LINDE PLC LIN G54950103 $468.5K 0.35% 945 SH
17 KROGER CO KR 501044101 $465.3K 0.35% 6,430 SH
18 MARVELL TECHNOLOGY INC MRVL 573874104 $219.0K 0.17% 2,211 SH
19 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $210.1K 0.16% 1,436 SH
20 GE AEROSPACE GE 369604301 $208.9K 0.16% 736 SH
21 DRAFTKINGS INC NEW DKNG 26142V105 $207.9K 0.16% 9,615 SH
22 NRG ENERGY INC NRG 629377508 $207.8K 0.16% 1,422 SH
23 CHEWY INC CHWY 16679L109 $204.4K 0.15% 7,569 SH
24 MICRON TECHNOLOGY INC MU 595112103 $203.4K 0.15% 602 SH
25 V F CORP VFC 918204108 $194.2K 0.15% 11,433 SH
26 WISDOMTREE INC WT 97717P104 $181.6K 0.14% 12,475 SH
27 CUSTOM TRUCK ONE SOURCE INC CTOS 23204X103 $181.3K 0.14% 27,591 SH
28 STONECO LTD STNE G85158106 $180.1K 0.14% 12,757 SH
29 FLUSHING FINL CORP FFIC 343873105 $179.1K 0.14% 11,657 SH
30 PAGSEGURO DIGITAL LTD PAGS G68707101 $178.3K 0.13% 17,793 SH
31 LIFESTANCE HEALTH GROUP INC LFST 53228F101 $177.8K 0.13% 27,910 SH
32 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $177.4K 0.13% 29,561 SH
33 ASANA INC ASAN 04342Y104 $177.2K 0.13% 27,691 SH
34 NEWMARK GROUP INC NMRK 65158N102 $177.1K 0.13% 11,817 SH
35 STAGWELL INC STGW 85256A109 $176.8K 0.13% 28,113 SH
36 PAGERDUTY INC PD 69553P100 $176.3K 0.13% 28,390 SH
37 NEUROPACE INC NPCE 641288105 $175.1K 0.13% 13,314 SH
38 SPRINKLR INC CXM 85208T107 $174.1K 0.13% 29,009 SH
39 CRESCENT ENERGY COMPANY CRGY 44952J104 $172.9K 0.13% 12,804 SH
40 FRESHWORKS INC FRSH 358054104 $172.7K 0.13% 21,513 SH
41 SINCLAIR INC SBGI 829242106 $172.0K 0.13% 13,294 SH
42 ZOOMINFO TECHNOLOGIES INC GTM 98980F104 $171.0K 0.13% 28,602 SH
43 SAILPOINT INC SAIL 78781J109 $163.7K 0.12% 12,367 SH
44 GCM GROSVENOR INC GCMG 36831E108 $154.8K 0.12% 15,800 SH
45 LESAKA TECHNOLOGIES INC LSAK 64107N206 $100.0K 0.08% 19,650 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $132.5M 45 0001982920-26-000003
2025-12-31 2026-02-17 $145.1M 59 0001982920-26-000001