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Altium Capital Management LLC

Location
NEW YORK, NY
Portfolio Value
Micro $42,020,154
Diversification
Diversified
Filing Date
Global Rank
#6,689 / 8,232 ▲ 739
Top Industry
Asset Management 99.4%
3Y Alpha vs SPY
-33.9%
Period ended 2 months ago
Filed May 1, 2026 · 44d
21 quarters · since Dec 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
-34.4%
SPY
+76.3%
Annualised alpha
-33.9%
Max drawdown
−68.3%

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

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
8.3%
−4.0 pts
Top 5
37.2%
−17.2 pts
Top 10
69.0%
−10.1 pts
HHI
626
Mar 2023 → Mar 2026 · range 349 – 10,000
Diversified−167

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 99.4% $41,778,819
Healthcare 0.6% $241,335

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

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

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

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

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
19 positions · $42,020,154 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History