INTERCAPITAL, LLC
Top Portfolio Positions
80 positions ·
$270,240,538 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
131,902 | $48,826,163 | 18.07% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
133,000 | $20,362,300 | 7.53% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
320,468 | $14,683,843 | 5.43% | |
| RDDT |
Reddit, Inc.
Communication Services
|
100,500 | $13,532,325 | 5.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,000 | $12,287,930 | 4.55% | |
| DUOL |
Duolingo, Inc.
Technology
|
117,500 | $11,581,975 | 4.29% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
6,250 | $10,806,375 | 4.00% | |
| BA |
Boeing Co
Industrials
|
39,000 | $7,762,170 | 2.87% | |
| SE |
Sea Ltd
Consumer Cyclical
|
87,713 | $7,263,513 | 2.69% | |
| DAVE |
Dave Inc./DE
Technology
|
39,386 | $6,856,708 | 2.54% |
Portfolio Trend
2 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,990,922 | 87,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $10,692,921 | 233,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,379,685 | 179,762 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $1,376,955 | 18,500 | Call | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||