Silversmith Partners I GP, LLC
CIK
1866164
Location
Boston, MA
Portfolio Value
Micro
$39,220,898
Diversification
Highly concentrated
Filing Date
Global Rank
#7,130
/ 8,603
▼ 1281
· as of Mar 2026
Top Industry
Medical Care Facilities
100.0%
3Y Alpha vs SPY
+218.6%
Period ended 3 months ago
Filed May 13, 2026 · 57d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.1%
SPY
+9.6%
Annualised alpha
+175.8%
Max drawdown
−17.1%
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
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $39,220,898 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LFST | LifeStance Health Group, Inc. | −8,167,070 | 6,157,127 | $39,220,898 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$39,220,898 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LFST |
LifeStance Health Group, Inc.
Healthcare
|
Reduced | 6,157,127 | $39,220,898 | 100.00% |