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Livermore
Livermore
ZHEN

17 Capital Partners, LLC

SEC CIK
0001727407
Latest filing
Aug 6, 2026

The latest 13F from 17 Capital Partners, LLC covers Q2 2026 (filed Aug 6, 2026): 172 long positions worth $220.5M. The top 10 holdings make up 29.2% of the portfolio, and the largest is Meta Platforms, Inc. (META) at 11.3%. Livermore has 17 filings on Form 13F from this institution, going back to Q2 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
10
Est. +$3.29M
Added
86
Est. +$8.74M
Reduced
51
Est. −$2.70M
Sold out
8
Est. −$4.07M

Top 5 holdings

Share of this quarter's portfolio value

  1. METAMeta Platforms, Inc.
    11.3%$24.8MHistory
  2. GOOGLAlphabet Inc.
    3.2%$7.15MHistory
  3. iShares Tr46436E718
    3.2%$7.02M
  4. iShares S&P 500 Growth ETF464287309
    2.0%$4.51M
  5. GOOGAlphabet Inc.
    1.8%$3.97MHistory

Share of portfolio

Top 5 holdings and the other 167 positions, by share of portfolio value

  1. META11.3%
  2. GOOGL3.2%
  3. iShares Tr3.2%
  4. iShares S&P 500 Growth ETF2.0%
  5. GOOG1.8%
  6. Other 167 positions78.5%

Biggest buys

New and added positions, by estimated amount bought

  1. EWEdwards Lifesciences Corp
    +$990.9KAddedHistory
  2. ROKURoku, Inc
    +$752.9KNewHistory
  3. SAIASaia Inc
    +$593.8KNewHistory
  4. AVGOBroadcom Inc.
    +$466.5KAddedHistory
  5. REGNRegeneron Pharmaceuticals, Inc.
    +$334.8KNewHistory

Largest weight increases

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

  1. iShares Semiconductor ETF464287523
    +0.49 pp0.6% → 1.1%
  2. EWEdwards Lifesciences Corp
    +0.45 pp0.4% → 0.9%History
  3. VanEck Semiconductor ETF92189F676
    +0.35 pp0.5% → 0.8%
  4. ROKURoku, Inc
    +0.34 pp0.0% → 0.3%History
  5. PANWPalo Alto Networks Inc
    +0.29 pp0.3% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ATOAtmos Energy Corp
    −$1.19MSold outHistory
  2. DHRDanaher Corp
    −$1.04MSold outHistory
  3. MRVLMarvell Technology, Inc.
    −$512.4KReducedHistory
  4. VEEVVeeva Systems Inc
    −$484.5KSold outHistory
  5. AMDAdvanced Micro Devices Inc
    −$470.0KReducedHistory

Largest weight decreases

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

  1. METAMeta Platforms, Inc.
    −1.79 pp13.1% → 11.3%History
  2. ATOAtmos Energy Corp
    −0.61 pp0.6% → 0.0%History
  3. DHRDanaher Corp
    −0.54 pp0.5% → 0.0%History
  4. MSFTMicrosoft Corp
    −0.26 pp2.0% → 1.8%History
  5. VEEVVeeva Systems Inc
    −0.25 pp0.3% → 0.0%History

Metrics

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

Portfolio value
$220.5M
+$27.2M (+14.1%) vs. prior quarter
Positions
172
+2 vs. prior quarter
Top 10 concentration
29.2%
Top 10 as share of value
Turnover
3.3%
Q2 2026, one quarter
Average holding period
8.6 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 (Q2 2021), so positions held before then are understated.

13F filings by quarter

17 quarters, going back to Q2 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $220.5M (Q2 2026)

Q2 2021: $107.7MQ3 2021: $106.0MQ4 2021: $109.7MQ1 2022: $95.9MQ2 2022: $79.2MQ3 2022: $73.0MQ4 2023: $108.9MQ1 2024: $134.8MQ2 2024: $140.5MQ3 2024: $153.7MQ4 2024: $157.9MQ1 2025: $155.8MQ2 2025: $173.3MQ3 2025: $183.8MQ4 2025: $192.2MQ1 2026: $193.2MQ2 2026: $220.5M
Q2 2021Q2 2026
13F filings of 17 Capital Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 2026172$220.5MMETAGOOGLiShares Trvs. Q1 2026SEC
Q1 2026May 13, 2026170$193.2MMETAiShares TrGOOGLvs. Q4 2025SEC
Q4 2025Feb 13, 2026158$192.2MMETAGOOGLMSFTvs. Q3 2025SEC
Q3 2025Nov 14, 2025145$183.8MMETAGOOGLMSFTvs. Q2 2025SEC
Q2 2025Aug 12, 2025143$173.3MMETAMSFTGOOGLvs. Q1 2025SEC
Q1 2025May 13, 2025136$155.8MMETAiShares S&P 500 Growth ETFMSFTvs. Q4 2024SEC
Q4 2024Jan 28, 2025134$157.9MMETAGOOGLMSFTvs. Q3 2024SEC
Q3 2024Nov 1, 2024131$153.7MMETAMSFTiShares S&P 500 Growth ETFvs. Q2 2024SEC
Q2 2024Jul 18, 2024128$140.5MMETAGOOGLMSFTvs. Q1 2024SEC
Q1 2024Apr 11, 2024124$134.8MMETAMSFTGOOGLvs. Q4 2023SEC
Q4 2023Jan 11, 202493$108.9MMETAMSFTSPY–SEC
Q3 2022Nov 21, 202286$73.0MMETAMSFTCTVAvs. Q2 2022SEC
Q2 2022Jul 8, 202289$79.2MMETAMSFTGOOGLvs. Q1 2022SEC
Q1 2022Apr 20, 202296$95.9MMETAMSFTGOOGLvs. Q4 2021SEC
Q4 2021Jan 14, 202294$109.7MMETAMSFTDHRvs. Q3 2021SEC
Q3 2021Oct 12, 202196$106.0MMETAMSFTADBEvs. Q2 2021SEC
Q2 2021Aug 6, 202199$107.7MMETAMSFTPYPL–SEC