Concentric Capital Strategies, LP

CIK
1851869
City
Stamford
State / Country
CT

Top Portfolio Positions

287 positions · $1,076,532,564 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
767,992 $499,455,917 46.39%
INTC
Intel Corp
Technology
568,344 $25,081,020 2.33%
AAPL
Apple Inc.
Technology
88,851 $22,549,495 2.09%
NVDA
Nvidia Corp
Technology
94,621 $16,501,902 1.53%
GOOGL
Alphabet Inc.
Communication Services
55,341 $15,913,857 1.48%
MSGS
Madison Square Garden Sports Corp.
Communication Services
49,467 $15,898,693 1.48%
GME
GameStop Corp.
Consumer Cyclical
538,376 $12,404,183 1.15%
AMZN
Amazon Com Inc
Consumer Cyclical
59,013 $12,290,637 1.14%
ECL
Ecolab Inc.
Basic Materials
43,171 $11,484,349 1.07%
PKG
Packaging Corp Of America
Consumer Cyclical
52,959 $11,238,958 1.04%

Portfolio Trend

17 quarters · across all stocks

Holdings in BCC

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Report Date Value (USD) Shares
2026-03-31 $6,697,403 88,298