1248 Management, LLC — 13F Holdings & Portfolio

CIK 2011147 · latest 13F-HR filed 2026-08-13

1248 Management, LLC manages $255.8M in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PSBD (13.47%), GOOGL (7.37%), APO (6.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 13, added to 74, and trimmed 35.

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.

Filer Information
Address
4622 PENNSYLVANIA AVE
SUITE 600
KANSAS CITY, MO 64112
Phone
(913) 353-4415
Filing Manager
1248 Management, LLC
Kansas City, MO
Signatory
Christian Scharosch
Director
Loading holdings…
AUM

$255.8M

Long-equity book

Holdings

149

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+16 / −13 / ↑74 / ↓35

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APOLLO GLOBAL MGMT INC$10.6M +214.1%
  • CROWDSTRIKE HLDGS INC$6.1M +95.5%
  • PALMER SQUARE CAPITAL BDC IN$4.5M +15.0%
  • OKTA INC$4.1M +73.4%
  • SALESFORCE INC$4.1M +79.3%
Show all 74 →

Top Trims

  • BOOKING HOLDINGS INC-$637.3K -92.9%
  • LOWES COS INC-$591.2K -95.7%
  • BAKER HUGHES COMPANY-$589.4K -48.1%
  • DOLLAR GEN CORP-$563.3K -98.5%
  • VERTEX PHARMACEUTICALS INC-$561.0K -93.5%
Show all 35 →

New Positions

  • RAYMOND JAMES FINL INC$10.0M
  • ALLSTATE CORP$5.5M
  • DANAHER CORP DEL$1.6M
  • JAZZ PHARMACEUTICALS PLC$919.1K
  • ROYALTY PHARMA PLC$849.9K
Show all 16 →

Exited Positions

  • ISHARES TR$19.4M
  • LPL FINL HLDGS INC$4.2M
  • PAYSIGN INC$2.9M
  • APTIV PLC$423.2K
  • LEIDOS HOLDINGS INC$194.4K
Show all 13 →
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 PALMER SQUARE CAPITAL BDC IN PSBD 69702V107 $34.4M 13.47% 3,186,701 SH
2 ALPHABET INC GOOGL 02079K305 $18.9M 7.37% 52,792 SH
3 APOLLO GLOBAL MGMT INC APO 03769M106 $15.5M 6.07% 131,165 SH
4 MICROSOFT CORP MSFT 594918104 $14.1M 5.50% 37,753 SH
5 SCHWAB CHARLES CORP SCHW 808513105 $13.5M 5.29% 146,646 SH
6 CROWDSTRIKE HLDGS INC CRWD 22788C105 $12.5M 4.89% 16,383 SH
7 ROBINHOOD MKTS INC HOOD 770700102 $12.3M 4.80% 122,430 SH
8 AMAZON COM INC AMZN 023135106 $11.4M 4.47% 48,010 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $10.7M 4.19% 32,729 SH
10 RAYMOND JAMES FINL INC RJF 754730109 $10.0M 3.91% 65,770 SH
11 OKTA INC OKTA 679295105 $9.7M 3.77% 70,761 SH
12 NVIDIA CORPORATION NVDA 67066G104 $9.6M 3.77% 48,227 SH
13 SALESFORCE INC CRM 79466L302 $9.2M 3.59% 58,471 SH
14 ORACLE CORP ORCL 68389X105 $8.0M 3.13% 54,603 SH
15 ALLSTATE CORP ALL 020002101 $5.5M 2.16% 23,089 SH
16 APPLE INC AAPL 037833100 $3.8M 1.47% 13,010 SH
17 ARCHER AVIATION INC ACHR 03945R102 $2.9M 1.14% 614,628 SH
18 ELI LILLY & CO LLY 532457108 $2.2M 0.85% 1,807 SH
19 BROADCOM INC AVGO 11135F101 $2.2M 0.85% 5,733 SH
20 CORNING INC GLW 219350105 $2.1M 0.83% 8,302 SH
21 DANAHER CORP DEL DHR 235851102 $1.6M 0.61% 8,200 SH
22 GE VERNOVA INC GEV 36828A101 $1.5M 0.58% 1,271 SH
23 META PLATFORMS INC META 30303M102 $1.4M 0.57% 2,567 SH
24 MICRON TECHNOLOGY INC MU 595112103 $1.4M 0.55% 1,227 SH
25 KLA CORP KLAC 482480100 $1.3M 0.51% 4,358 SH
26 ABBVIE INC ABBV 00287Y109 $1.2M 0.48% 4,902 SH
27 TELEDYNE TECHNOLOGIES INC TDY 879360105 $1.2M 0.45% 1,744 SH
28 CADENCE DESIGN SYSTEM INC CDNS 127387108 $1.1M 0.42% 2,854 SH
29 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.1M 0.41% 2,208 SH
30 PALO ALTO NETWORKS INC PANW 697435105 $1.0M 0.40% 3,023 SH
31 VISA INC V 92826C839 $1.0M 0.40% 2,963 SH
32 CITIGROUP INC C 172967424 $976.4K 0.38% 6,976 SH
33 PNC FINL SVCS GROUP INC PNC 693475105 $970.4K 0.38% 3,941 SH
34 BOSTON SCIENTIFIC CORP BSX 101137107 $956.0K 0.37% 22,400 SH
35 AMGEN INC AMGN 031162100 $929.2K 0.36% 2,566 SH
36 TJX COS INC NEW TJX 872540109 $926.1K 0.36% 6,113 SH
37 JAZZ PHARMACEUTICALS PLC JAZZ G50871105 $919.1K 0.36% 3,814 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $914.3K 0.36% 904 SH
39 ARISTA NETWORKS INC ANET 040413205 $907.7K 0.35% 5,343 SH
40 NASDAQ INC NDAQ 631103108 $875.5K 0.34% 11,108 SH
41 ROYALTY PHARMA PLC RPRX G7709Q104 $849.9K 0.33% 15,158 SH
42 BLACKROCK INC BLK 09290D101 $849.1K 0.33% 883 SH
43 UNITED RENTALS INC URI 911363109 $839.5K 0.33% 741 SH
44 MASTERCARD INCORPORATED MA 57636Q104 $823.8K 0.32% 1,604 SH
45 EATON CORP PLC ETN G29183103 $813.0K 0.32% 1,908 SH
46 AUTOZONE INC AZO 053332102 $808.6K 0.32% 253 SH
47 TESLA INC TSLA 88160R101 $781.1K 0.31% 1,857 SH
48 UBER TECHNOLOGIES INC UBER 90353T100 $763.7K 0.30% 10,584 SH
49 MONOLITHIC PWR SYS INC MPWR 609839105 $758.6K 0.30% 548 SH
50 DATADOG INC DDOG 23804L103 $748.0K 0.29% 2,873 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $255.8M 149 0001580642-26-005252
2026-03-31 2026-05-15 $215.7M 147 0001580642-26-003191
2025-12-31 2026-02-13 $186.9M 157 0001580642-26-001085
2025-09-30 2025-11-14 $177.3M 156 0001580642-25-007307