Encore Global Management, LP — 13F Holdings & Portfolio

CIK 2135356 · latest 13F-HR filed 2026-08-11

Encore Global Management, LP manages $101.9M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (5.22%), PANW (5.02%), META (4.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 22, added to 27, and trimmed 18.

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
3773 RICHMOND AVE
SUITE 825
HOUSTON, TX 77046
Phone
(713) 933-3838
Filing Manager
Encore Global Management, LP
HOUSTON, TX
Signatory
James E. Saxton Jr.
CCO, COO, & Partner
Loading holdings…
AUM

$101.9M

Long-equity book

Holdings

53

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+5 / −22 / ↑27 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • REGENERON PHARMACEUTICALS$2.3M +270.5%
  • THERMO FISHER SCIENTIFIC INC$1.5M +68.5%
  • OKTA INC$1.4M +71.3%
  • ADVANCED MICRO DEVICES INC$1.3M +63.2%
  • ZOETIS INC$1.1M +65.0%
Show all 27 →

Top Trims

  • ADOBE INC-$2.7M -84.1%
  • MONDELEZ INTL INC-$2.6M -81.8%
  • AT&T INC-$2.1M -71.4%
  • BJS WHSL CLUB HLDGS INC-$1.6M -94.8%
  • COCA COLA CO-$1.4M -57.3%
Show all 18 →

New Positions

  • CRISPR THERAPEUTICS AG$1.7M
  • GE VERNOVA INC$1.2M
  • HONEYWELL INTL INC$268.7K
  • HONEYWELL AEROSPACE INC$265.3K
  • ROYALTY PHARMA PLC$112.1K
Show all 5 →

Exited Positions

  • VALERO ENERGY CORP$4.9M
  • BP PLC$4.4M
  • JOHNSON & JOHNSON$4.4M
  • NORTHERN TR CORP$3.4M
  • OCCIDENTAL PETE CORP$3.3M
Show all 22 →
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 MICROSOFT CORP MSFT 594918104 $5.3M 5.22% 14,250 SH
2 PALO ALTO NETWORKS INC PANW 697435105 $5.1M 5.02% 15,000 SH
3 META PLATFORMS INC META 30303M102 $4.4M 4.29% 7,750 SH
4 NVIDIA CORPORATION NVDA 67066G104 $4.1M 4.03% 20,500 SH
5 AMAZON COM INC AMZN 023135106 $3.9M 3.86% 16,500 SH
6 THERMO FISHER SCIENTIFIC INC TMO 883556102 $3.8M 3.74% 7,600 SH
7 QUALCOMM INC QCOM 747525103 $3.6M 3.54% 19,530 SH
8 SALESFORCE INC CRM 79466L302 $3.5M 3.46% 22,500 SH
9 CHARTER COMMUNICATIONS INC CHTR 16119P108 $3.5M 3.45% 24,750 SH
10 ADVANCED MICRO DEVICES INC AMD 007903107 $3.5M 3.42% 6,000 SH
11 OKTA INC OKTA 679295105 $3.4M 3.38% 25,200 SH
12 REGENERON PHARMACEUTICALS REGN 75886F107 $3.1M 3.09% 5,050 SH
13 BOSTON SCIENTIFIC CORP BSX 101137107 $3.1M 3.09% 73,700 SH
14 MARVELL TECHNOLOGY INC MRVL 573874104 $3.1M 3.07% 10,500 SH
15 SERVICENOW INC NOW 81762P102 $3.1M 3.07% 31,500 SH
16 ENERGY TRANSFER L P ET 29273V100 $2.9M 2.89% 154,000 SH
17 ZOETIS INC ZTS 98978V103 $2.7M 2.68% 38,000 SH
18 CHEWY INC CHWY 16679L109 $2.6M 2.57% 133,500 SH
19 STATE STR CORP STT 857477103 $2.4M 2.33% 14,000 SH
20 BANK OF AMER CORP BAC 060505104 $2.3M 2.24% 40,000 SH
21 VISA INC V 92826C839 $2.1M 2.02% 6,000 SH
22 MASTERCARD INCORPORATED MA 57636Q104 $2.1M 2.02% 4,000 SH
23 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.0M 1.99% 7,200 SH
24 APPLE INC AAPL 037833100 $2.0M 1.92% 6,750 SH
25 CONOCOPHILLIPS COP 20825C104 $1.8M 1.73% 17,000 SH
26 CRISPR THERAPEUTICS AG CRSP H17182108 $1.7M 1.64% 30,557 SH
27 NATERA INC NTRA 632307104 $1.6M 1.60% 6,000 SH
28 BROADCOM INC AVGO 11135F101 $1.5M 1.48% 4,000 SH
29 T-MOBILE US INC TMUS 872590104 $1.5M 1.48% 9,000 SH
30 EQT CORP EQT 26884L109 $1.5M 1.46% 28,000 SH
31 DIAMONDBACK ENERGY INC FANG 25278X109 $1.2M 1.21% 7,000 SH
32 ANTERO RESOURCES CORP AR 03674X106 $1.2M 1.21% 35,000 SH
33 GE VERNOVA INC GEV 36828A101 $1.2M 1.15% 1,000 SH
34 CYTOKINETICS INC CYTK 23282W605 $1.1M 1.06% 12,731 SH
35 COCA COLA CO KO 191216100 $1.1M 1.05% 13,200 SH
36 CITIGROUP INC C 172967424 $979.7K 0.96% 7,000 SH
37 RIGETTI COMPUTING INC RGTI 76655K103 $939.0K 0.92% 48,600 SH
38 AT&T INC T 00206R102 $828.0K 0.81% 40,000 SH
39 ALIBABA GROUP HLDG LTD BABA 01609W102 $767.8K 0.75% 8,000 SH
40 OVINTIV INC OVV 69047Q102 $737.1K 0.72% 14,000 SH
41 D-WAVE QUANTUM INC QBTS 26740W109 $719.7K 0.71% 30,000 SH
42 IONQ INC IONQ 46222L108 $665.8K 0.65% 12,500 SH
43 MONDELEZ INTL INC MDLZ 609207105 $578.4K 0.57% 10,000 SH
44 TARGA RES CORP TRGP 87612G101 $536.3K 0.53% 2,000 SH
45 ADOBE INC ADBE 00724F101 $512.5K 0.50% 2,500 SH
46 DEVON ENERGY CORP NEW DVN 25179M103 $413.2K 0.41% 10,000 SH
47 HONEYWELL INTL INC HON 438516205 $268.7K 0.26% 1,200 SH
48 HONEYWELL AEROSPACE INC HONA 43849R105 $265.3K 0.26% 1,200 SH
49 WALMART INC WMT 931142103 $113.3K 0.11% 1,000 SH
50 ROYALTY PHARMA PLC RPRX G7709Q104 $112.1K 0.11% 2,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $101.9M 53 0002135356-26-000002
2026-03-31 2026-05-18 $143.2M 70 0002135356-26-000001