Engle Capital Management, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$283.5B
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 84,338 | $35.9B | 12.65% | |
| 2 | TBBBBBB FOODS INC | 736,769 | $19.9B | 7.01% | |
| 3 | QXOQXO INC | 895,954 | $17.1B | 6.02% | |
| 4 | VSTVISTRA CORP | 85,182 | $16.7B | 5.89% | |
| 5 | CVNACARVANA CO | 43,456 | $16.4B | 5.78% | |
| 6 | EYENATIONAL VISION HOLDINGS INC | 541,898 | $15.8B | 5.58% | |
| 7 | ROADCONSTRUCTION PARTNERS INC | 121,974 | $15.5B | 5.46% | |
| 8 | SNSHARKNINJA INC | 149,360 | $15.4B | 5.43% | |
| 9 | AERAERCAP HOLDINGS NV | 122,257 | $14.8B | 5.22% | |
| 10 | BILLBILL HOLDINGS INC | 230,500 | $12.2B | 4.31% | |
| 11 | ACVAACV AUCTIONS INC | 1,213,329 | $12.0B | 4.24% | |
| 12 | WIXWIX.COM LTC | 67,600 | $12.0B | 4.24% | |
| 13 | MRXMAREX GROUP PLC | 330,119 | $11.1B | 3.91% | |
| 14 | NUNU HOLDINGS LTD | 662,796 | $10.6B | 3.74% | |
| 15 | BABAALIBABA GROUP HOLDING LTD | 48,500 | $8.7B | 3.06% | |
| 16 | STEPSTEPSTONE GROUP INC | 127,000 | $8.3B | 2.93% | |
| 17 | REZIRESIDEO TECHNOLOGIES INC | 187,700 | $8.1B | 2.86% | |
| 18 | CNPCENTERPOINT ENERGY INC | 206,100 | $8.0B | 2.82% | |
| 19 | KKRKKR & CO INC | 56,991 | $7.4B | 2.61% | |
| 20 | CEGCONSTELLATION ENERGY CORP | 17,413 | $5.7B | 2.02% | |
| 21 | COMPCOMPASS INC | 512,000 | $4.1B | 1.45% | |
| 22 | APOAPOLLO GLOBAL MANAGEMENT INC | 29,947 | $4.0B | 1.41% | |
| 23 | AMRZAMRIZE LTD | 79,300 | $3.8B | 1.36% |