Barden Capital Management, Inc.

CIK

1906798

Location

AUSTIN, TX

Portfolio Value

Micro $56,237,951

Diversification

Diversified

Filing Date

Global Rank

#6,674 / 8,603 ▼ 3 · as of Mar 2026

Top Industry

Semiconductors 17.1%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed Apr 7, 2026 · 3mo

18 quarters · since Dec 2021

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

+45.9%

SPY

+76.5%

Annualised alpha

-7.4%

Max drawdown

−18.7%

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

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.6%

−0.8 pts

Top 5

29.9%

−2.3 pts

Top 10

48.5%

−1.8 pts

HHI

382

Diversified−23

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$23,071,732	12
Financial Services	21.5%	$12,082,954	8
Consumer Cyclical	9.8%	$5,517,650	4
Healthcare	8.3%	$4,694,217	3
Industrials	8.0%	$4,511,457	3
Energy	5.7%	$3,214,319	3
Communication Services	2.9%	$1,613,406	1
Basic Materials	2.1%	$1,166,470	1
Unclassified	0.7%	$365,746	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	+9,733	91,672	$1,897,610
UBER	Uber Technologies, Inc	+602	15,498	$1,114,771
CARR	CARRIER GLOBAL Corp	+578	18,477	$1,040,439
AAPL	Apple Inc.	+418	12,722	$3,228,716
AMZN	Amazon Com Inc	+320	13,272	$2,764,159
PANW	Palo Alto Networks Inc	+312	7,205	$1,155,105
MA	Mastercard Inc	+307	4,205	$2,101,070
COF	Capital One Financial Corp	+291	6,921	$1,262,598
COP	Conocophillips	+270	8,460	$1,116,720
ALL	Allstate Corp	+255	7,890	$1,635,912
V	Visa Inc.	+242	7,239	$2,187,915
ELV	Elevance Health, Inc.	+226	2,216	$648,734
TRV	Travelers Companies, Inc.	+163	5,098	$1,486,984
BABA	Alibaba Group Holding Ltd	+158	5,253	$659,041
AVGO	Broadcom Inc.	+153	4,228	$1,308,608
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+144	8,357	$2,824,248
ADBE	Adobe Inc.	+123	4,271	$1,038,194
FANG	Diamondback Energy, Inc.	+122	4,629	$915,569
META	Meta Platforms, Inc.	+108	2,820	$1,613,406
LLY	ELI LILLY & Co	+97	2,844	$2,615,825
GLD	Spdr Gold Trust	+93	850	$365,746
HCA	HCA Healthcare, Inc.	+86	3,021	$1,429,658
MSI	Motorola Solutions, Inc.	+83	3,326	$1,443,384
SNPS	Synopsys Inc	+61	1,929	$764,809
INTU	Intuit Inc.	+59	1,587	$686,187
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,451	30,958	$5,399,075
MSFT	Microsoft Corp	−2,692	5,973	$2,211,025
SPGI	S&P Global Inc.	−1,533	1,936	$779,052
CASY	Caseys General Stores Inc	−248	2,816	$2,049,653
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	2,849	$1,564,157
VLO	Valero Energy Corp/Tx	4,784	$1,182,030
AU	AngloGold Ashanti PLC	11,981	$1,166,470
HDB	Hdfc Bank Ltd	37,441	$931,532
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AXP	American Express Co	4,687	$1,733,955
TMUS	T-Mobile US, Inc.	6,574	$1,334,784
BRK-B	Berkshire Hathaway Inc	2,214	$1,112,867
NFLX	Netflix Inc	8,494	$796,397
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $56,237,951 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	30,958	-3,451	$5,399,075	−15.9%	9.60%
AAPL	Apple Inc. Technology	Added	12,722	+418	$3,228,716	−3.5%	5.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,357	+144	$2,824,248	+13.2%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,272	+320	$2,764,159	−7.5%	4.92%
LLY	ELI LILLY & Co Healthcare	Added	2,844	+97	$2,615,825	−11.4%	4.65%
MSFT	Microsoft Corp Technology	Reduced	5,973	-2,692	$2,211,025	−47.2%	3.93%
V	Visa Inc. Financial Services	Added	7,239	+242	$2,187,915	−10.8%	3.89%
MA	Mastercard Inc Financial Services	Added	4,205	+307	$2,101,070	−5.6%	3.74%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	2,816	-248	$2,049,653	+21.0%	3.64%
PH	Parker-Hannifin Corp Industrials	Added	2,130	+47	$1,906,861	+4.2%	3.39%
SONY	Sony Group Corp Technology	Added	91,672	+9,733	$1,897,610	−9.5%	3.37%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,772	0	$1,697,891	−8.7%	3.02%
ALL	Allstate Corp Financial Services	Added	7,890	+255	$1,635,912	+2.9%	2.91%
META	Meta Platforms, Inc. Communication Services	Added	2,820	+108	$1,613,406	−9.9%	2.87%
PWR	Quanta Services, Inc. Industrials	NEW	2,849	NEW	$1,564,157	NEW	2.78%
TRV	Travelers Companies, Inc. Financial Services	Added	5,098	+163	$1,486,984	+3.9%	2.64%
MSI	Motorola Solutions, Inc. Technology	Added	3,326	+83	$1,443,384	+16.1%	2.57%
HCA	HCA Healthcare, Inc. Healthcare	Added	3,021	+86	$1,429,658	+4.3%	2.54%
AVGO	Broadcom Inc. Technology	Added	4,228	+153	$1,308,608	−7.2%	2.33%
COF	Capital One Financial Corp Financial Services	Added	6,921	+291	$1,262,598	−21.4%	2.25%
VLO	Valero Energy Corp/Tx Energy	NEW	4,784	NEW	$1,182,030	NEW	2.10%
AU	AngloGold Ashanti PLC Basic Materials	NEW	11,981	NEW	$1,166,470	NEW	2.07%
PANW	Palo Alto Networks Inc Technology	Added	7,205	+312	$1,155,105	−9.0%	2.05%
COP	Conocophillips Energy	Added	8,460	+270	$1,116,720	+45.7%	1.99%
UBER	Uber Technologies, Inc Technology	Added	15,498	+602	$1,114,771	−8.4%	1.98%
CARR	CARRIER GLOBAL Corp Industrials	Added	18,477	+578	$1,040,439	+10.0%	1.85%
ADBE	Adobe Inc. Technology	Added	4,271	+123	$1,038,194	−28.5%	1.85%
HDB	Hdfc Bank Ltd Financial Services	NEW	37,441	NEW	$931,532	NEW	1.66%
FANG	Diamondback Energy, Inc. Energy	Added	4,629	+122	$915,569	+35.1%	1.63%
SPGI	S&P Global Inc. Financial Services	Reduced	1,936	-1,533	$779,052	−54.6%	1.39%
SNPS	Synopsys Inc Technology	Added	1,929	+61	$764,809	−12.8%	1.36%
INTU	Intuit Inc. Technology	Added	1,587	+59	$686,187	−32.2%	1.22%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	5,253	+158	$659,041	−11.8%	1.17%
ELV	Elevance Health, Inc. Healthcare	Added	2,216	+226	$648,734	−7.0%	1.15%
GLD	Spdr Gold Trust	Added	850	+93	$365,746	+21.9%	0.65%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	266	+10	$44,797	−18.3%	0.08%