Altium Investment Strategies LLC
CIK
2131949
Location
WESLEY CHAPEL, FL
Portfolio Value
Micro
$450,711
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#8,570
/ 8,608
· as of Mar 2026
Top Industry
Internet Retail
100.0%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-9.5%
SPY
+2.0%
Annualised alpha
—
Max drawdown
−17.7%
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
2 positions · as of Mar 31, 2026Top Position
82.8%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
7,147
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 82.8% | $373,011 |
| Unclassified | 17.2% | $77,700 |
2 positions ·
$450,711 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,791 | $373,011 | 82.76% | |
| GLNK |
Grayscale Chainlink Trust ETF
|
First | 10,000 | $77,700 | 17.24% |