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Trails Edge Capital Partners, LP

Location
ATLANTA, GA
Portfolio Value
Small $629,911,875
Diversification
Diversified
Filing Date
Global Rank
#2,501 / 8,700 ▲ 1289
Top Industry
Biotechnology 99.2%
3Y Alpha vs SPY
+64.9%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
3 quarters · since Dec 2025

Clone Performance

Feb 2026–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+35.0%
SPY
+12.1%
Annualised alpha
+46.2%
Max drawdown
−12.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 99% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
7.8%
−1.0 pts
Top 5
28.8%
−10.6 pts
Top 10
50.3%
−15.1 pts
HHI
391
Dec 2025 → Jun 2026 · range 391 – 685
Diversified−148

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Healthcare 99.2% $624,561,875
Financial Services 0.8% $5,350,000

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
10 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
13 positions
Ticker Shares Value Open
273,181 $5,805,096

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
35 tracked positions · $629,911,875 total · filing declares 35 positions · $629,911,888 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History
273,181 $5,805,096 0.92%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.