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Newbrook Capital Advisors LP

Location
NEW YORK, NY
Portfolio Value
Small $698,374,685
Diversification
Diversified
Filing Date
Global Rank
#2,326 / 8,517 ▲ 293
Top Industry
Capital Markets 16.9%
3Y Alpha vs SPY
+2.7%
Period ended 48 days ago
Filed Aug 14, 2026 · 3d
26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+91.8%
SPY
+77.9%
Annualised alpha
+3.1%
Max drawdown
−26.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
13.5%
−0.7 pts
Top 5
60.1%
+3.1 pts
Top 10
89.5%
+2.1 pts
HHI
961
Sep 2023 → Jun 2026 · range 543 – 961
Diversified+56

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 37.0% $258,380,866
Technology 34.6% $241,985,053
Industrials 19.2% $134,430,914
Communication Services 4.7% $33,014,570
Basic Materials 4.4% $30,563,282

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
5 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
13 tracked positions · $698,374,685 total · filing declares 14 positions · $740,565,425 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.