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BREAKLINE CAPITAL LLC

Location
NEW YORK, NY
Portfolio Value
Micro $66,658,367
Diversification
Diversified
Filing Date
Global Rank
#5,012 / 6,944 ▼ 108 · as of Dec 2022
Top Industry
Semiconductors 27.8%
3Y Alpha vs SPY
+20.9%
Period ended 3 years ago
Filed Feb 14, 2023 · 3y
11 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio
+209.0%
SPY
+76.5%
Annualised alpha
+24.8%
Max drawdown
−27.8%

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

24 positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022
Top Position
12.1%
+1.8 pts
Top 5
40.3%
+2.2 pts
Top 10
67.1%
+1.3 pts
HHI
591
Jun 2020 → Dec 2022 · range 393 – 1,050
Diversified+21

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2022
Sector % Portfolio Value
Technology 78.6% $52,378,586
Communication Services 13.8% $9,228,305
Financial Services 7.6% $5,051,476

Last Quarter's Activity

Export CSV
Dec 31, 2022 vs Sep 30, 2022

Added To

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

Trimmed

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

New Positions

Positions the filer opened this quarter
7 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
24 positions · $66,658,367 total · as of Dec 31, 2022
Ticker Company Shares Value (USD) % of Portfolio History