Eddie Patel Inc

CIK

2078760

Location

CHICAGO, IL

Portfolio Value

Micro $75,493,141

Diversification

Diversified

Filing Date

Global Rank

#6,210 / 8,603 ▼ 156 · as of Mar 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

+33.9%

Period ended 3 months ago

Filed May 11, 2026 · 59d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.8%

SPY

+9.6%

Annualised alpha

+28.2%

Max drawdown

−11.0%

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

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

Top Position

7.4%

−6.1 pts

Top 5

25.4%

−6.5 pts

Top 10

40.0%

−3.4 pts

HHI

261

Diversified−102

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$19,840,591	22
Unclassified	15.9%	$12,022,940	3
Industrials	11.6%	$8,786,953	8
Communication Services	10.1%	$7,659,425	6
Basic Materials	9.1%	$6,906,896	5
Financial Services	8.5%	$6,407,316	10
Consumer Cyclical	7.0%	$5,261,918	5
Healthcare	6.7%	$5,045,919	7
Consumer Defensive	2.5%	$1,878,867	2
Energy	1.8%	$1,390,921	1
Utilities	0.4%	$291,395	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
NBIS	Nebius Group N.V.	+3,509	17,846	$1,851,700
CDE	Coeur Mining, Inc.	+3,104	82,398	$1,546,610
RDDT	Reddit, Inc.	+2,653	5,800	$780,970
AMZN	Amazon Com Inc	+2,551	13,620	$2,836,637
TEM	Tempus AI, Inc.	+1,865	11,530	$521,386
META	Meta Platforms, Inc.	+1,541	2,014	$1,152,269
CRDO	Credo Technology Group Holding Ltd	+1,062	7,994	$750,396
SPY	Spdr S&P 500 ETF Trust	+877	2,170	$1,411,237
AGX	Argan Inc	+726	5,040	$2,745,036
APP	AppLovin Corp	+312	5,434	$2,162,732
MU	Micron Technology Inc	+253	8,631	$2,915,897
SPOT	Spotify Technology S.A.	+236	1,612	$781,674
MELI	Mercadolibre Inc	+201	529	$914,651
ALAB	Astera Labs, Inc.	+176	6,659	$729,826
CLS	Celestica Inc	+141	7,705	$2,170,344
CRCL	Circle Internet Group, Inc.	+12	7,933	$756,887
CAT	Caterpillar Inc	+1	494	$349,979
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DLO	dLocal Ltd	−27,139	52,107	$675,827
GLD	Spdr Gold Trust	−19,349	11,692	$5,030,950
UNFI	United Natural Foods Inc	−12,644	21,926	$987,985
PATH	UiPath, Inc.	−11,680	46,954	$521,189
TTMI	Ttm Technologies Inc	−11,190	2,654	$258,552
HIMS	Hims & Hers Health, Inc.	−10,454	85,141	$1,767,527
EZPW	Ezcorp Inc	−10,323	41,811	$1,061,163
HROW	Harrow, Inc.	−8,610	16,291	$574,420
CCL	Carnival Corp Ltd.	−8,064	25,612	$662,838
SSRM	Ssr Mining Inc.	−6,817	51,102	$1,502,398
FLNC	Fluence Energy, Inc.	−5,724	21,177	$291,395
MFC	Manulife Financial Corp	−4,565	15,742	$542,154
PARR	Par Pacific Holdings, Inc.	−4,556	22,205	$1,390,921
RKLB	Rocket Lab Corp	−4,138	19,242	$1,235,721
LMND	Lemonade, Inc.	−4,094	13,803	$865,172
OSCR	Oscar Health, Inc.	−3,615	45,310	$519,705
TIGO	Millicom International Cellular SA	−2,664	12,411	$930,080
NVDA	Nvidia Corp	−2,163	16,019	$2,793,713
UBER	Uber Technologies, Inc	−1,942	11,914	$856,974
CVSA	Covista Inc.	−1,803	7,730	$890,882
INCY	Incyte Corp	−1,799	10,069	$947,694
SKYW	Skywest Inc	−1,418	5,601	$514,339
AMD	Advanced Micro Devices Inc	−1,381	4,244	$863,356
QQQ	Invesco Qqq Trust, Series 1	−1,227	9,669	$5,580,753
CRWD	CrowdStrike Holdings, Inc.	−1,115	549	$53,583
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	1,757	$1,234,749
NEM	NEWMONT Corp /DE/	10,905	$1,180,466
DY	Dycom Industries Inc	3,398	$1,151,310
B	Barrick Mining Corp	26,995	$1,101,126
FN	Fabrinet	2,074	$1,081,632
SNDK	Sandisk Corp	1,466	$931,408
COIN	Coinbase Global, Inc.	3,107	$542,513
OSS	One Stop Systems, Inc.	67,059	$507,636
ONDS	Ondas Inc.	55,725	$503,754
AAOI	Applied Optoelectronics, Inc.	5,793	$490,029
ETOR	eToro Group Ltd.	13,020	$390,990
OMDA	Omada Health, Inc.	30,667	$385,484
CI	Cigna Group	1,236	$329,703
TE	T1 Energy Inc.	72,099	$316,514
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
WLDN	Willdan Group, Inc.	14,537	$1,506,905
HOOD	Robinhood Markets, Inc.	11,555	$1,306,870
W	Wayfair Inc.	12,378	$1,242,874
PGY	Pagaya Technologies Ltd.	41,607	$869,586
DUOL	Duolingo, Inc.	3,924	$688,662
RBRK	Rubrik, Inc.	8,137	$622,317
FOUR	Shift4 Payments, Inc.	9,752	$614,083
RR	Richtech Robotics Inc.	188,737	$609,620
GRAB	Grab Holdings Ltd	115,571	$576,699
AXON	Axon Enterprise, Inc.	1,005	$570,769
EOSE	Eos Energy Enterprises, Inc.	49,589	$568,289
UNH	Unitedhealth Group Inc	1,311	$432,774
TMDX	TransMedics Group, Inc.	3,406	$414,339
TSLA	Tesla, Inc.	779	$350,331
ZETA	Zeta Global Holdings Corp.	15,291	$311,171
JD	JD.com, Inc.	9,852	$282,752
TSM	Taiwan Semiconductor Manufacturing Co Ltd	836	$254,052
REGN	Regeneron Pharmaceuticals, Inc.	308	$237,735
BABA	Alibaba Group Holding Ltd	1,619	$237,313
ADBE	Adobe Inc.	613	$214,543
UPS	United Parcel Service Inc	2,144	$212,663
PFE	Pfizer Inc	8,288	$206,371
MLI	Mueller Industries Inc	1,787	$102,573
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $75,493,141 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,669	-1,227	$5,580,753	−16.6%	7.39%
GLD	Spdr Gold Trust	Reduced	11,692	-19,349	$5,030,950	−59.1%	6.66%
MU	Micron Technology Inc Technology	Added	8,631	+253	$2,915,897	+21.9%	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,620	+2,551	$2,836,637	+11.0%	3.76%
NVDA	Nvidia Corp Technology	Reduced	16,019	-2,163	$2,793,713	−17.6%	3.70%
AGX	Argan Inc Industrials	Added	5,040	+726	$2,745,036	+103.1%	3.64%
CLS	Celestica Inc Technology	Added	7,705	+141	$2,170,344	−2.9%	2.87%
APP	AppLovin Corp Communication Services	Added	5,434	+312	$2,162,732	−37.3%	2.86%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	5,166	-230	$2,103,956	+27.3%	2.79%
NBIS	Nebius Group N.V. Communication Services	Added	17,846	+3,509	$1,851,700	+54.3%	2.45%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	85,141	-10,454	$1,767,527	−43.1%	2.34%
KGC	Kinross Gold Corp Basic Materials	Reduced	51,648	-433	$1,576,296	+7.5%	2.09%
CDE	Coeur Mining, Inc. Basic Materials	Added	82,398	+3,104	$1,546,610	+9.4%	2.05%
SSRM	Ssr Mining Inc. Basic Materials	Reduced	51,102	-6,817	$1,502,398	+18.3%	1.99%
SPY	Spdr S&P 500 ETF Trust	Added	2,170	+877	$1,411,237	+60.1%	1.87%
PARR	Par Pacific Holdings, Inc. Energy	Reduced	22,205	-4,556	$1,390,921	+47.9%	1.84%
RKLB	Rocket Lab Corp Industrials	Reduced	19,242	-4,138	$1,235,721	−24.2%	1.64%
LITE	Lumentum Holdings Inc. Technology	NEW	1,757	NEW	$1,234,749	NEW	1.64%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	10,905	NEW	$1,180,466	NEW	1.56%
META	Meta Platforms, Inc. Communication Services	Added	2,014	+1,541	$1,152,269	+269.1%	1.53%
DY	Dycom Industries Inc Industrials	NEW	3,398	NEW	$1,151,310	NEW	1.53%
B	Barrick Mining Corp Basic Materials	NEW	26,995	NEW	$1,101,126	NEW	1.46%
FN	Fabrinet Technology	NEW	2,074	NEW	$1,081,632	NEW	1.43%
EZPW	Ezcorp Inc Financial Services	Reduced	41,811	-10,323	$1,061,163	+4.8%	1.41%
UNFI	United Natural Foods Inc Consumer Defensive	Reduced	21,926	-12,644	$987,985	−15.1%	1.31%
INCY	Incyte Corp Healthcare	Reduced	10,069	-1,799	$947,694	−19.2%	1.26%
SNDK	Sandisk Corp Technology	NEW	1,466	NEW	$931,408	NEW	1.23%
TIGO	Millicom International Cellular SA Communication Services	Reduced	12,411	-2,664	$930,080	+11.3%	1.23%
MELI	Mercadolibre Inc Consumer Cyclical	Added	529	+201	$914,651	+38.4%	1.21%
CVSA	Covista Inc. Consumer Defensive	Reduced	7,730	-1,803	$890,882	−9.7%	1.18%
LMND	Lemonade, Inc. Financial Services	Reduced	13,803	-4,094	$865,172	−32.1%	1.15%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,244	-1,381	$863,356	−28.3%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,792	-271	$858,726	−17.2%	1.14%
UBER	Uber Technologies, Inc Technology	Reduced	11,914	-1,942	$856,974	−24.3%	1.14%
SPOT	Spotify Technology S.A. Communication Services	Added	1,612	+236	$781,674	−2.2%	1.04%
RDDT	Reddit, Inc. Communication Services	Added	5,800	+2,653	$780,970	+8.0%	1.03%
CRCL	Circle Internet Group, Inc. Financial Services	Added	7,933	+12	$756,887	+20.5%	1.00%
AAPL	Apple Inc. Technology	Reduced	2,971	-58	$754,010	−8.4%	1.00%
CRDO	Credo Technology Group Holding Ltd Technology	Added	7,994	+1,062	$750,396	−24.8%	0.99%
ALAB	Astera Labs, Inc. Technology	Added	6,659	+176	$729,826	−32.3%	0.97%
DLO	dLocal Ltd Technology	Reduced	52,107	-27,139	$675,827	−39.7%	0.90%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	25,612	-8,064	$662,838	−35.6%	0.88%
MSFT	Microsoft Corp Technology	Reduced	1,649	-558	$610,410	−42.8%	0.81%
HROW	Harrow, Inc. Healthcare	Reduced	16,291	-8,610	$574,420	−52.9%	0.76%
EAT	Brinker International, Inc Consumer Cyclical	Reduced	3,920	-575	$559,658	−13.2%	0.74%
ASTS	AST SpaceMobile, Inc. Technology	Reduced	6,685	-842	$553,985	+1.3%	0.73%
COIN	Coinbase Global, Inc. Financial Services	NEW	3,107	NEW	$542,513	NEW	0.72%
MFC	Manulife Financial Corp Financial Services	Reduced	15,742	-4,565	$542,154	−26.4%	0.72%
TEM	Tempus AI, Inc. Healthcare	Added	11,530	+1,865	$521,386	−8.6%	0.69%
PATH	UiPath, Inc. Technology	Reduced	46,954	-11,680	$521,189	−45.8%	0.69%