Freshford Capital Management, LLC
CIK: 0001459270SEC EDGAR →
Portfolio Value
$249K
Holdings
18
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 85,591 | $26.8M | 10743.35% |
| 2 | AMAZON COM INC | 88,168 | $20.4M | 8161.38% |
| 3 | GODADDY INC | 141,904 | $17.6M | 7061.30% |
| 4 | TRIMBLE INC | 181,235 | $14.2M | 5694.12% |
| 5 | ATLANTA BRAVES HLDGS INC | 359,390 | $14.2M | 5685.70% |
| 6 | 10X GENOMICS INC | 833,302 | $13.6M | 5450.28% |
| 7 | TWIST BIOSCIENCE CORP | 420,171 | $13.3M | 5344.40% |
| 8 | MERCURY SYS INC | 182,425 | $13.3M | 5340.79% |
| 9 | IQVIA HLDGS INC | 39,637 | $8.9M | 3582.59% |
| 10 | NEXGEN ENERGY LTD | 895,213 | $8.2M | 3302.65% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 4 | $41.3M | 23.5% |
| Communication Services | 2 | $41.0M | 23.3% |
| Technology | 6 | $38.0M | 21.6% |
| Industrials | 3 | $26.9M | 15.3% |
| Consumer Cyclical | 1 | $20.4M | 11.6% |
| Energy | 1 | $8.2M | 4.7% |
| Unknown | 1 | $13K | 0.0% |