WELCH CAPITAL PARTNERS LLC/NY

CIK

1042063

Location

HARRISON, NY

Portfolio Value

Micro $3,152,958

Diversification

Highly concentrated

Filing Date

Global Rank

#4,416 / 8,586 ▼ 127

Top Industry

Asset Management 41.1%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 7, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.4%

SPY

+78.1%

Annualised alpha

-4.9%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

74.0%

+4.5 pts

Top 5

94.7%

−0.6 pts

Top 10

98.4%

−0.4 pts

HHI

5,634

Highly concentrated+574

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.0%	$134,880,516	1
Financial Services	10.9%	$19,928,839	3
Healthcare	8.0%	$14,622,573	5
Industrials	4.1%	$7,527,512	3
Technology	1.7%	$3,152,958	3
Communication Services	0.7%	$1,207,752	1
Energy	0.3%	$555,357	2
Consumer Cyclical	0.2%	$280,872	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BLDR	Builders FirstSource, Inc.	+10,176	16,301	$1,342,061
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
INNV	InnovAge Holding Corp.	−203,600	200,501	$1,608,018
HSIC	Henry Schein Inc	−84,932	63,897	$4,709,208
SPY	Spdr S&P 500 ETF Trust	−189	207,400	$134,880,516
STE	STERIS plc	−75	34,332	$7,591,835
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COP	Conocophillips	1,877	$247,764
BTMCQ	Bitcoin Depot Inc.	35,087	$76,489
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
JPM	Jpmorgan Chase & Co	642	$206,865
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $3,152,958 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	5,601	$1,421,477	−6.6%	45.08%
MSFT	Microsoft Corp Technology	Held	3,137	$1,161,223	−23.5%	36.83%
GLW	Corning Inc /Ny Technology	Held	4,194	$570,258	+55.3%	18.09%