LRZ CAPITAL LLC
Filing Date
Global Rank
#4,312
/ 8,603
▼ 122
· as of Mar 2026
Top Industry
Credit Services
16.6%
3Y Alpha vs SPY
-9.6%
Period ended 3 months ago
Filed May 12, 2026 · 58d
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
+5.9%
SPY
+9.6%
Annualised alpha
-10.4%
Max drawdown
−8.7%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.2%
+0.7 pts
Top 5
48.9%
+2.3 pts
Top 10
82.3%
+2.7 pts
HHI
789
Diversified+40
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 41.2% | $77,206,184 |
| Technology | 25.4% | $47,653,782 |
| Consumer Cyclical | 16.2% | $30,405,299 |
| Healthcare | 10.9% | $20,403,324 |
| Industrials | 6.2% | $11,642,073 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +12,355 | 100,990 | $21,033,187 | |
| MSFT | Microsoft Corp | +10,510 | 50,505 | $18,695,435 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +6,830 | 42,990 | $14,528,470 | |
| SPGI | S&P Global Inc. | +6,165 | 44,580 | $17,939,125 | |
| LPLA | LPL Financial Holdings Inc. | +4,155 | 44,950 | $13,522,308 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CP | Canadian Pacific Kansas City Ltd/Cn | −80,955 | 148,005 | $11,642,073 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | 1,125 | $189,464 | |
| No positions match the current search. | ||||
15 positions ·
$187,310,662 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 100,990 | $21,033,187 | 11.23% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 38,669 | $19,321,352 | 10.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 50,505 | $18,695,435 | 9.98% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 44,580 | $17,939,125 | 9.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 42,990 | $14,528,470 | 7.76% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 200,610 | $14,429,877 | 7.70% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 44,950 | $13,522,308 | 7.22% | |
| V |
Visa Inc.
Financial Services
|
Held | 39,225 | $11,855,364 | 6.33% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 148,005 | $11,642,073 | 6.22% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 58,965 | $11,179,764 | 5.97% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 18,765 | $9,223,560 | 4.92% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 59,060 | $9,182,648 | 4.90% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 86,290 | $7,981,825 | 4.26% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Held | 101,000 | $6,586,210 | 3.52% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 1,125 | $189,464 | 0.10% |