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Pandi, LLC — 13F Holdings & Portfolio

CIK 2058702 · latest 13F-HR filed 2026-05-12

Backtest portfolio

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.

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AUM

$609.8M

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+2 / −0 / ↑0 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • PALMER SQUARE CAPITAL BDC IN-$2.2M -19.9%
Show all 1 →

New Positions

  • VANGUARD INDEX FUNDS$692.5K
  • VANGUARD INDEX FUNDS$684.4K
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 VANGUARD INDEX FUNDS VOO 922908363 $599.5M 98.31% 1,003,284 SH
2 PALMER SQUARE CAPITAL BDC IN PSBD 69702V107 $8.9M 1.46% 911,854 SH
3 VANGUARD INDEX FUNDS VB 922908751 $692.5K 0.11% 2,644 SH
4 VANGUARD INDEX FUNDS VO 922908629 $684.4K 0.11% 2,383 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $609.8M 4 0001214659-26-005966
2025-12-31 2026-02-05 $629.7M 2 0001214659-26-001189
2025-09-30 2025-10-22 $753.7M 4 0001376474-25-000854