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Livermore
Livermore
ZHEN

Moody Aldrich Partners LLC

SEC CIK
0000936941
Latest filing
Jul 15, 2026

The latest 13F from Moody Aldrich Partners LLC covers Q2 2026 (filed Jul 15, 2026): 175 long positions worth $556.6M. The top 10 holdings make up 16.0% of the portfolio, and the largest is Element Solutions Inc (ESI) at 1.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$86.7M
Added
18
Est. +$18.3M
Reduced
106
Est. −$174.0M
Sold out
48
Est. −$50.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. ESIElement Solutions Inc
    1.9%$10.6MHistory
  2. ORKAOruka Therapeutics, Inc.
    1.7%$9.65MHistory
  3. INDBIndependent Bank Corp
    1.7%$9.56MHistory
  4. WTFCWintrust Financial Corp
    1.7%$9.23MHistory
  5. LGNDLigand Pharmaceuticals Inc
    1.6%$8.90MHistory

Share of portfolio

Top 5 holdings and the other 170 positions, by share of portfolio value

  1. ESI1.9%
  2. ORKA1.7%
  3. INDB1.7%
  4. WTFC1.7%
  5. LGND1.6%
  6. Other 170 positions91.4%

Biggest buys

New and added positions, by estimated amount bought

  1. CIFRCipher Digital Inc.
    +$7.24MNewHistory
  2. AMBQAmbiq Micro, Inc.
    +$7.19MNewHistory
  3. SWKSSkyworks Solutions, Inc.
    +$6.70MNewHistory
  4. ENSEnerSys
    +$5.62MNewHistory
  5. GHMGraham Corp
    +$4.72MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CIFRCipher Digital Inc.
    +1.30 pp0.0% → 1.3%History
  2. AMBQAmbiq Micro, Inc.
    +1.29 pp0.0% → 1.3%History
  3. SWKSSkyworks Solutions, Inc.
    +1.20 pp0.0% → 1.2%History
  4. LGNDLigand Pharmaceuticals Inc
    +1.07 pp0.5% → 1.6%History
  5. ENSEnerSys
    +1.01 pp0.0% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MXLMaxlinear, Inc
    −$22.8MReducedHistory
  2. SANMSanmina Corp
    −$11.6MReducedHistory
  3. BEBloom Energy Corp
    −$10.4MReducedHistory
  4. HUTHut 8 Corp.
    −$8.39MReducedHistory
  5. AXSMAxsome Therapeutics, Inc.
    −$7.91MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SANMSanmina Corp
    −1.05 pp1.1% → 0.1%History
  2. BBIOBridgeBio Pharma, Inc.
    −0.97 pp1.0% → <0.1%History
  3. AXSMAxsome Therapeutics, Inc.
    −0.96 pp1.0% → 0.1%History
  4. CHRDChord Energy Corp
    −0.95 pp1.0% → <0.1%History
  5. CDECoeur Mining, Inc.
    −0.94 pp1.0% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$556.6M
+$2.08M (+0.4%) vs. prior quarter
Positions
175
−15 vs. prior quarter
Top 10 concentration
16.0%
Top 10 as share of value
Turnover
18.9%
Q2 2026, one quarter
Average holding period
6.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $788.1M (Q3 2021)

Q1 2021: $693.3MQ2 2021: $711.7MQ3 2021: $788.1MQ4 2021: $717.5MQ1 2022: $711.0MQ2 2022: $509.0MQ3 2022: $485.8MQ4 2022: $493.5MQ1 2023: $495.5MQ2 2023: $514.8MQ3 2023: $527.8MQ4 2023: $555.9MQ1 2024: $587.9MQ2 2024: $513.0MQ3 2024: $549.7MQ4 2024: $539.8MQ1 2025: $477.6MQ2 2025: $516.6MQ3 2025: $527.2MQ4 2025: $535.8MQ1 2026: $554.5MQ2 2026: $556.6M
Q1 2021Q2 2026
13F filings of Moody Aldrich Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 15, 2026175$556.6MESIORKAINDBvs. Q1 2026SEC
Q1 2026Apr 20, 2026190$554.5MINDBESICASHvs. Q4 2025SEC
Q4 2025Jan 30, 2026186$535.8MPRAXCADEINDBvs. Q3 2025SEC
Q3 2025Oct 21, 2025188$527.2MCADEINDBPTGXvs. Q2 2025SEC
Q2 2025Aug 4, 2025178$516.6MCASHPTGXSRADvs. Q1 2025SEC
Q1 2025Apr 29, 2025168$477.6MWTFCCWANCASHvs. Q4 2024SEC
Q4 2024Jan 23, 2025196$539.8MWTFCVIRTCWANvs. Q3 2024SEC
Q3 2024Oct 22, 2024192$549.7MWTFCSWXATIvs. Q2 2024SEC
Q2 2024Jul 24, 2024194$513.0MWTFCSTNGSWXvs. Q1 2024SEC
Q1 2024Apr 30, 2024215$587.9MSTNGEVRWTFCvs. Q4 2023SEC
Q4 2023Jan 26, 2024195$555.9MEVRCNSTRNOvs. Q3 2023SEC
Q3 2023Nov 8, 2023192$527.8MKNSLBWXTEVRvs. Q2 2023SEC
Q2 2023Jul 28, 2023152$514.8MBWXTWTFCTRNOvs. Q1 2023SEC
Q1 2023Apr 27, 2023154$495.5MBWXTTRNOCLHvs. Q4 2022SEC
Q4 2022Jan 24, 2023156$493.5MBWXTCACIPORvs. Q3 2022SEC
Q3 2022Oct 18, 2022149$485.8MBWXTINDBCOLBvs. Q2 2022SEC
Q2 2022Jul 18, 2022141$509.0MFOCSSLABINDBvs. Q1 2022SEC
Q1 2022May 10, 2022151$711.0MFOCSSWCHCNSvs. Q4 2021SEC
Q4 2021Feb 2, 2022158$717.5MSWCHFOCSCNSvs. Q3 2021SEC
Q3 2021Oct 29, 2021168$788.1MFOCSCNSINDBvs. Q2 2021SEC
Q2 2021Aug 4, 2021171$711.7MFOCSCNSEVRvs. Q1 2021SEC
Q1 2021May 10, 2021180$693.3MSFWTFCFOCS–SEC