Freshford Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Freshford Capital Management, LLC held in its portfolio 18 assets valued at $249,345,983 (i.e. $249.35M).

The most valuable assets in the portfolio included: FAIR ISAAC CORP ($31.29M), APPLOVIN CORP ($28.86M), and ALPHABET INC ($26.79M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Freshford Capital Management, LLC Portfolio

FAIR ISAAC CORP

APPLOVIN CORP

ALPHABET INC

AMAZON COM INC

GODADDY INC

TRIMBLE INC

ATLANTA BRAVES HLDGS INC

10X GENOMICS INC

CACI INTL INC

TWIST BIOSCIENCE CORP

Freshford Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
FAIR ISAAC CORP	18510	31293376	COM
APPLOVIN CORP	42831	28860384	COM CL A
ALPHABET INC	85591	26789983	CAP STK CL A
AMAZON COM INC	88168	20350938	COM
GODADDY INC	141904	17607449	CL A
TRIMBLE INC	181235	14199763	COM
ATLANTA BRAVES HLDGS INC	359390	14177936	COM SER C
10X GENOMICS INC	833302	13591156	CL A COM
CACI INTL INC	25288	13473699	CL A
TWIST BIOSCIENCE CORP	420171	13327824	COM
MERCURY SYS INC	182425	13318849	COM
IQVIA HLDGS INC	39637	8934576	COM
NEXGEN ENERGY LTD	895213	8235960	COM
CANADIAN PACIFIC KANSAS CITY	110922	8167187	COM
WORKDAY INC	26731	5741284	CL A
UNIQURE NV	229613	5494639	SHS
FLUOR CORP NEW	137074	5432242	COM
UBER TECHNOLOGIES INC	4268	348738	COM