Telligent Fund, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Telligent Fund, LP held in its portfolio 21 assets valued at $89,952,062 (i.e. $89.95M).

The most valuable assets in the portfolio included: BROADCOM INC ($9.00M), NVIDIA CORP ($8.21M), and MICROSOFT CORP ($7.25M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Telligent Fund, LP Portfolio

BROADCOM INC

NVIDIA CORP

MICROSOFT CORP

ELI LILLY & CO

GE VERNOVA INC

ALPHABET INC-CL C

AMPHENOL CORP-CL A

SPDR GOLD SHARES

META PLATFORMS INC-CLASS A

ARISTA NETWORKS INC

Telligent Fund, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
BROADCOM INC	26000	8998600	Common Stock
NVIDIA CORP	44000	8206000	Common Stock
MICROSOFT CORP	15000	7254300	Common Stock
ELI LILLY & CO	6600	7092888	Common Stock
GE VERNOVA INC	10000	6535700	Common Stock
ALPHABET INC-CL C	20000	6276000	Common Stock
AMPHENOL CORP-CL A	38000	5135320	Common Stock
SPDR GOLD SHARES	12000	4755720	ETP
META PLATFORMS INC-CLASS A	7000	4620630	Common Stock
ARISTA NETWORKS INC	35000	4586050	Common Stock
VERTIV HOLDINGS CO-A	25000	4050250	Common Stock
INTEL CORP	88000	3247200	Common Stock
ISHARES BITCOIN TRUST ETF	62000	3078300	ETP
ORACLE CORP	15000	2923650	Common Stock
PALANTIR TECHNOLOGIES INC-A	16000	2844000	Common Stock
HOWMET AEROSPACE INC	12000	2460240	Common Stock
MARVELL TECHNOLOGY INC	25600	2175488	Common Stock
SIEMENS ENERGY AG-UNSP ADR	15000	2102250	ADR
QNITY ELECTRONICS INC	16000	1306400	Common Stock
GENERAL ELECTRIC	4200	1293726	Common Stock
ISHARES ETHEREUM TRUST ETF	45000	1009350	ETP