Freshford Capital Management, LLC
Top Portfolio Positions
18 positions ·
$192,079,670 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FICO |
Fair Isaac Corp
Technology
|
25,450 | $27,168,892 | 14.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,257 | $18,173,014 | 9.46% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
189,738 | $14,924,790 | 7.77% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
672,956 | $14,286,854 | 7.44% | |
| APP |
AppLovin Corp
Communication Services
|
32,723 | $13,023,754 | 6.78% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
258,982 | $12,306,824 | 6.41% | |
| UBER |
Uber Technologies, Inc
Technology
|
167,982 | $12,082,943 | 6.29% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
58,556 | $11,564,809 | 6.02% | |
| MRCY |
Mercury Systems Inc
Industrials
|
154,065 | $11,232,878 | 5.85% | |
| CACI |
Caci International Inc /De/
Technology
|
20,065 | $10,912,749 | 5.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VERX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,724,353 | 565,547 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||