LARCH CAPITAL PARTNERS LLC
CIK
2112646
Location
MIAMI, FL
Portfolio Value
Small
$548,753,757
Diversification
Highly concentrated
Filing Date
Global Rank
#2,186
/ 8,232
▼ 53
Top Industry
Banks - Regional
96.6%
3Y Alpha vs SPY
-91.0%
Period ended 2 months ago
Filed May 15, 2026 · 30d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-26.0%
SPY
+9.1%
Annualised alpha
-90.4%
Max drawdown
−32.3%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
93.6%
−0.7 pts
Top 5
99.5%
−0.3 pts
Top 10
100.0%
−0.0 pts
HHI
8,776
Highly concentrated−136
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 94.9% | $521,034,740 |
| Basic Materials | 1.9% | $10,480,864 |
| Unclassified | 1.7% | $9,423,286 |
| Energy | 1.2% | $6,598,251 |
| Consumer Defensive | 0.2% | $844,120 |
| Communication Services | 0.0% | $202,534 |
| Consumer Cyclical | 0.0% | $169,962 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VALE | Vale S.A. | −747,885 | 626,504 | $9,967,678 | |
| NU | Nu Holdings Ltd. | −434,404 | 35,756,097 | $513,815,113 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −314,044 | 317,988 | $6,598,251 | |
| BBD | Bank Bradesco | −275,620 | 1,977,980 | $7,219,627 | |
| JBS | Jbs N.V. | −24,290 | 47,000 | $844,120 | |
| SPY | Spdr S&P 500 ETF Trust | −1,629 | 1,113 | $723,828 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 92,812 | $8,182,305 | |
| QQQ | Invesco Qqq Trust, Series 1 | 896 | $517,153 | |
| GGB | Gerdau S.A. | 134,136 | $484,230 | |
| META | Meta Platforms, Inc. | 354 | $202,534 | |
| MLKN | Millerknoll, Inc. | 11,754 | $169,962 | |
| SID | National Steel Co | 23,352 | $28,956 | |
| No positions match the current search. | ||||
12 positions ·
$548,753,757 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 35,756,097 | $513,815,113 | 93.63% | |
| VALE |
Vale S.A.
Basic Materials
|
Reduced | 626,504 | $9,967,678 | 1.82% | |
| IAU |
Ishares Gold Trust
|
NEW | 92,812 | $8,182,305 | 1.49% | |
| BBD |
Bank Bradesco
Financial Services
|
Reduced | 1,977,980 | $7,219,627 | 1.32% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Reduced | 317,988 | $6,598,251 | 1.20% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
Reduced | 47,000 | $844,120 | 0.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,113 | $723,828 | 0.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 896 | $517,153 | 0.09% | |
| GGB |
Gerdau S.A.
Basic Materials
|
NEW | 134,136 | $484,230 | 0.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 354 | $202,534 | 0.04% | |
| MLKN |
Millerknoll, Inc.
Consumer Cyclical
|
NEW | 11,754 | $169,962 | 0.03% | |
| SID |
National Steel Co
Basic Materials
|
NEW | 23,352 | $28,956 | 0.01% |