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Hurricane Capital Advisors LLC

SEC CIK
0001900625
Latest filing
Nov 3, 2026

The latest 13F from Hurricane Capital Advisors LLC covers Q2 2026 (filed Nov 3, 2026): 691 long positions worth $354.6M. The top 10 holdings make up 27.1% of the portfolio, and the largest is Grindr Inc. (GRND) at 5.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Full comparison

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.

New
234
Est. +$91.0M
Added
202
Est. +$81.4M
Reduced
151
Est. −$80.4M
Sold out
187
Est. −$62.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. GRNDGrindr Inc.
    5.6%$19.8MHistory
  2. PRCHPorch Group, Inc.
    3.6%$12.6MHistory
  3. SRTAStrata Critical Medical, Inc.
    3.4%$11.9MHistory
  4. iShares Tr46436E718
    2.8%$9.82M
  5. SPYSPDR S&P 500 ETF Trust
    2.4%$8.66MHistory

Share of portfolio

Top 5 holdings and the other 686 positions, by share of portfolio value

  1. GRND5.6%
  2. PRCH3.6%
  3. SRTA3.4%
  4. iShares Tr2.8%
  5. SPY2.4%
  6. Other 686 positions82.3%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46436E718
    +$9.82MNew
  2. PRCHPorch Group, Inc.
    +$8.87MAddedHistory
  3. SPYSPDR S&P 500 ETF Trust
    +$6.94MAddedHistory
  4. LLYEli Lilly & Co
    +$6.54MAddedHistory
  5. GSGoldman Sachs Group Inc
    +$6.37MAddedHistory

Largest weight increases

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

  1. PRCHPorch Group, Inc.
    +2.87 pp0.7% → 3.6%History
  2. iShares Tr46436E718
    +2.77 pp0.0% → 2.8%
  3. SPYSPDR S&P 500 ETF Trust
    +1.86 pp0.6% → 2.4%History
  4. LLYEli Lilly & Co
    +1.83 pp0.4% → 2.2%History
  5. GSGoldman Sachs Group Inc
    +1.78 pp0.1% → 1.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$16.6MReducedHistory
  2. NVDANVIDIA Corp
    −$8.49MReducedHistory
  3. iShares Inc464286400
    −$7.68MSold out
  4. TERTeradyne, Inc
    −$6.40MReducedHistory
  5. GBTGGlobal Business Travel Group, Inc.
    −$5.24MSold outHistory

Largest weight decreases

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

  1. iShares Inc464286400
    −2.97 pp3.0% → 0.0%
  2. NVDANVIDIA Corp
    −2.94 pp3.4% → 0.4%History
  3. GBTGGlobal Business Travel Group, Inc.
    −2.03 pp2.0% → 0.0%History
  4. TALKTalkspace, Inc.
    −1.91 pp1.9% → 0.0%History
  5. PWRQuanta Services, Inc.
    −1.59 pp1.6% → 0.0%History

Metrics

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

Portfolio value
$354.6M
+$95.9M (+37.1%) vs. prior quarter
Positions
691
+47 vs. prior quarter
Top 10 concentration
27.1%
Top 10 as share of value
Turnover
46.5%
Q2 2026, one quarter
Average holding period
5.4 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 (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $357.3M (Q2 2025)

Q4 2023: $197.5MQ1 2024: $266.8MQ2 2024: $212.3MQ3 2024: $229.4MQ4 2024: $298.1MQ1 2025: $249.3MQ2 2025: $357.3MQ3 2025: $332.0MQ4 2025: $244.8MQ1 2026: $258.7MQ2 2026: $354.6M
Q4 2023Q2 2026
13F filings of Hurricane Capital Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Nov 3, 2026691$354.6MGRNDPRCHSRTAvs. Q1 2026SEC
Q1 2026Nov 3, 2026644$258.7MGRNDNVDASRTAvs. Q4 2025SEC
Q4 2025Nov 3, 2026585$244.8MTALKGRNDGBTGvs. Q3 2025SEC
Q3 2025Nov 3, 2026646$332.0MTALKGRNDGBTGvs. Q2 2025SEC
Q2 2025Nov 3, 2026581$357.3MGRNDTALKAVPTvs. Q1 2025SEC
Q1 2025Nov 3, 2026514$249.3MGRNDTALKBAvs. Q4 2024SEC
Q4 2024Nov 3, 2026481$298.1MTALKGRNDAVPTvs. Q3 2024SEC
Q3 2024Nov 3, 2026507$229.4MTALKGRNDAVPTvs. Q2 2024SEC
Q2 2024Nov 3, 2026430$212.3MTALKGRNDAVPTvs. Q1 2024SEC
Q1 2024Nov 3, 2026460$266.8MTALKGRNDGLDvs. Q4 2023SEC
Q4 2023Nov 2, 2026506$197.5MTALKGRNDNVDA–SEC