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Livermore
Livermore
ZHEN

Tranquility Partners, LLC

SEC CIK
0001783773
Latest filing
Jul 23, 2026

The latest 13F from Tranquility Partners, LLC covers Q2 2026 (filed Jul 23, 2026): 232 long positions worth $291.0M. The top 10 holdings make up 28.0% of the portfolio, and the largest is Microsoft Corp (MSFT) at 4.5%. 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
18
Est. +$5.43M
Added
81
Est. +$5.53M
Reduced
78
Est. −$7.28M
Sold out
12
Est. −$3.90M

Top 5 holdings

Share of this quarter's portfolio value

  1. MSFTMicrosoft Corp
    4.5%$13.0MHistory
  2. AAPLApple Inc.
    4.0%$11.6MHistory
  3. BXBlackstone Inc.
    3.8%$11.2MHistory
  4. GOOGLAlphabet Inc.
    2.8%$8.13MHistory
  5. NVDANVIDIA Corp
    2.8%$8.04MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGLAlphabet Inc.
    +$568.9KAddedHistory
  2. PWRQuanta Services, Inc.
    +$547.2KNewHistory
  3. LLYEli Lilly & Co
    +$511.0KAddedHistory
  4. AAPLApple Inc.
    +$506.1KAddedHistory
  5. Global X FDS37954Y632
    +$485.5KNew

Largest weight increases

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

  1. GOOGLAlphabet Inc.
    +0.50 pp2.3% → 2.8%History
  2. AAPLApple Inc.
    +0.32 pp3.7% → 4.0%History
  3. PANWPalo Alto Networks Inc
    +0.27 pp0.3% → 0.6%History
  4. LLYEli Lilly & Co
    +0.25 pp0.4% → 0.6%History
  5. PWRQuanta Services, Inc.
    +0.19 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$769.2KSold outHistory
  2. MSFTMicrosoft Corp
    −$571.8KReducedHistory
  3. OKEONEOK Inc
    −$570.2KReducedHistory
  4. ZTSZoetis Inc.
    −$519.3KSold outHistory
  5. TMOThermo Fisher Scientific Inc.
    −$459.2KReducedHistory

Largest weight decreases

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

  1. HCAHCA Healthcare, Inc.
    −0.74 pp2.8% → 2.1%History
  2. MSFTMicrosoft Corp
    −0.61 pp5.1% → 4.5%History
  3. HONHoneywell International Inc
    −0.29 pp0.3% → 0.0%History
  4. OKEONEOK Inc
    −0.27 pp0.6% → 0.3%History
  5. NMFCNew Mountain Finance Corp
    −0.23 pp0.9% → 0.7%History

Metrics

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

Portfolio value
$291.0M
+$25.9M (+9.8%) vs. prior quarter
Positions
232
+6 vs. prior quarter
Top 10 concentration
28.0%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
19.2 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 $296.2M (Q3 2025)

Q1 2021: $160.8MQ2 2021: $178.0MQ3 2021: $197.1MQ4 2021: $216.1MQ1 2022: $213.6MQ2 2022: $193.3MQ3 2022: $179.7MQ4 2022: $196.6MQ1 2023: $209.9MQ2 2023: $232.1MQ3 2023: $233.3MQ4 2023: $238.5MQ1 2024: $258.7MQ2 2024: $259.9MQ3 2024: $275.8MQ4 2024: $265.9MQ1 2025: $258.9MQ2 2025: $280.0MQ3 2025: $296.2MQ4 2025: $277.6MQ1 2026: $265.1MQ2 2026: $291.0M
Q1 2021Q2 2026
13F filings of Tranquility Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026232$291.0MMSFTAAPLBXvs. Q1 2026SEC
Q1 2026Apr 20, 2026226$265.1MMSFTBXAAPLvs. Q4 2025SEC
Q4 2025Feb 3, 2026227$277.6MMSFTBXAAPLvs. Q3 2025SEC
Q3 2025Oct 30, 2025237$296.2MMSFTBXAAPLvs. Q2 2025SEC
Q2 2025Jul 25, 2025217$280.0MMSFTBXAAPLvs. Q1 2025SEC
Q1 2025Apr 24, 2025207$258.9MMSFTBXAAPLvs. Q4 2024SEC
Q4 2024Jan 29, 2025204$265.9MMSFTBXAAPLvs. Q3 2024SEC
Q3 2024Nov 7, 2024218$275.8MMSFTBXAAPLvs. Q2 2024SEC
Q2 2024Jul 25, 2024212$259.9MMSFTAAPLBXvs. Q1 2024SEC
Q1 2024May 7, 2024208$258.7MMSFTBXAAPLvs. Q4 2023SEC
Q4 2023Jan 31, 2024200$238.5MMSFTBXBXSLvs. Q3 2023SEC
Q3 2023Oct 31, 2023209$233.3MMSFTBXSLBXvs. Q2 2023SEC
Q2 2023Jul 17, 2023215$232.1MMSFTBXSLAAPLvs. Q1 2023SEC
Q1 2023May 8, 2023206$209.9MMSFTBXSLAAPLvs. Q4 2022SEC
Q4 2022Feb 2, 2023203$196.6MMSFTBXSLAAPLvs. Q3 2022SEC
Q3 2022Nov 1, 2022190$179.7MMSFTBXSLBXvs. Q2 2022SEC
Q2 2022Aug 1, 2022209$193.3MMSFTBXAAPLvs. Q1 2022SEC
Q1 2022Apr 29, 2022219$213.6MMSFTBXAAPLvs. Q4 2021SEC
Q4 2021Jan 31, 2022216$216.1MMSFTBXAAPLvs. Q3 2021SEC
Q3 2021Oct 20, 2021214$197.1MMSFTBXAAPLvs. Q2 2021SEC
Q2 2021Jul 23, 2021193$178.0MMSFTBXAAPLvs. Q1 2021SEC
Q1 2021Apr 30, 2021184$160.8MMSFTAAPLBX–SEC