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Morgan Creek Capital Management, LLC

Location
CHAPEL HILL, NC
Portfolio Value
Small $151,372,675
Diversification
Highly concentrated
Filing Date
Global Rank
#4,811 / 8,603 ▼ 1663 · as of Mar 2026
Top Industry
Capital Markets 94.7%
3Y Alpha vs SPY
-40.9%
Period ended 3 months ago
Filed May 15, 2026 · 55d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio
-12.3%
SPY
+9.6%
Annualised alpha
-54.3%
Max drawdown
−36.3%

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

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
86.9%
+0.9 pts
Top 5
98.6%
+0.3 pts
Top 10
100.0%
+0.2 pts
HHI
7,625
Dec 2025 → Mar 2026 · range 7,460 – 7,625
Highly concentrated+165

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 94.7% $143,310,596
Technology 4.1% $6,188,226
Real Estate 0.8% $1,275,345
Energy 0.3% $393,945
Healthcare 0.1% $204,563

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

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

New Positions

Positions the filer opened this quarter
2 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
9 positions · $151,372,675 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History