Position in SERV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$173,876
-$49,151 QoQ
Shares Held
26,425
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#79
of 194 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Next Capital Management LLC holds $499,531 across 2 Integrated Freight & Logistics names. SERV ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,040 | $325,655 | |
| 2 | SERV |
Serve Robotics Inc. /DE/
This page
|
26,425 | $173,876 |
All Filings in SERV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,876 | 26,425 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $223,027 | 26,425 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $170,491 | 16,425 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $191,022 | 16,425 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $187,902 | 16,425 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||