LARCH CAPITAL PARTNERS LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical 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.
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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 93.6% | $521,034,740 |
| Unclassified | 2.7% | $14,774,707 |
| Basic Materials | 1.9% | $10,480,864 |
| Energy | 1.7% | $9,309,313 |
| 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 increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | +5,225 | 46,366 | $2,971,133 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| 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 | |
| BBD | Bank Bradesco | −275,620 | 1,977,980 | $7,219,627 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −169,454 | 462,578 | $9,309,313 | |
| 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| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 35,756,097 | $513,815,113 | 92.28% | |
| VALE |
Vale S.A.
Basic Materials
|
Reduced | 626,504 | $9,967,678 | 1.79% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Reduced | 462,578 | $9,309,313 | 1.67% | |
| IAU |
Ishares Gold Trust
|
NEW | 92,812 | $8,182,305 | 1.47% | |
| BBD |
Bank Bradesco
Financial Services
|
Reduced | 1,977,980 | $7,219,627 | 1.30% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 46,366 | $2,971,133 | 0.53% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Held | 24,720 | $2,380,288 | 0.43% | |
| 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% |
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.