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GRITSTONE ASSET MANAGEMENT LLC

Location
Bethesda, MD
Portfolio Value
Micro $66,399,242
Diversification
Diversified
Filing Date
Global Rank
#6,418 / 8,603 ▼ 70 · as of Mar 2026
Top Industry
Shell Companies 97.0%
3Y Alpha vs SPY
-17.7%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
10 quarters · since Dec 2022

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
+9.7%
SPY
+76.0%
Annualised alpha
-17.6%
Max drawdown
−4.8%

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

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.3%
−5.5 pts
Top 5
27.5%
−5.3 pts
Top 10
42.5%
−6.4 pts
HHI
288
Dec 2022 → Mar 2026 · range 288 – 10,000
Diversified−93

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 95.0% $63,054,385
Unclassified 3.5% $2,331,120
Industrials 1.5% $1,013,737

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
No qualifying positions this quarter.

New Positions

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

Sold Out

Positions the filer fully exited
10 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
52 positions · $66,399,242 total · as of Mar 31, 2026
Showing 1–50 of 52 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History