Highlander Partners, L.P.
- SEC CIK
- 0001903866
- Latest filing
- Jul 28, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 3, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 26
- +3 vs. Q1 2023
- Portfolio value
- $89.0M
- +$15.1M (+20.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 155,000 | $14.4M | 16.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 101,900 | $13.3M | 14.9% | +4,800+4.9% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 436,241 | $10.8M | 12.1% | 00.0% | Unchanged | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 1,338,237 | $8.32M | 9.4% | −254,563−16.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 48,500 | $5.52M | 6.2% | +11,500+31.1% | Added | History |
| TCBITexas Capital Bancshares Inc | COM | 105,436 | $5.43M | 6.1% | +4,800+4.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 24,900 | $4.17M | 4.7% | +6,800+37.6% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 60,000 | $3.84M | 4.3% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 127,600 | $3.45M | 3.9% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 122,980 | $3.18M | 3.6% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,144 | $2.72M | 3.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 45,000 | $2.33M | 2.6% | +45,000 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 37,000 | $2.24M | 2.5% | +37,000 | New | History |
| PAYCPaycom Software, Inc. | Stock | 6,250 | $2.01M | 2.3% | +6,250 | New | History |
| LOWLowes Companies Inc | Stock | 8,250 | $1.86M | 2.1% | 00.0% | Unchanged | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 65,000 | $1.75M | 2.0% | 00.0% | Unchanged | – |
| AVIDAvid Technology, Inc. | COM | 23,009 | $586.7K | 0.7% | 00.0% | Unchanged | History |
| CWSTCasella Waste Systems Inc | CL A | 6,000 | $542.7K | 0.6% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,000 | $489.0K | 0.5% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 37,500 | $470.3K | 0.5% | +5,000+15.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,325 | $451.8K | 0.5% | 00.0% | Unchanged | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 280 | $388.9K | 0.4% | +10+3.7% | Added | History |
| GHCGraham Holdings Co | COM CL B | 535 | $305.7K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,360 | $226.4K | 0.3% | 00.0% | Unchanged | – |
| Q&K Intl Group Ltd74738J201 | SPONSRED ADS NEW | 460,244 | $136.7K | 0.2% | 00.0% | Unchanged | – |
| YJYunji Inc. | SPON ADS | 22,237 | $35.1K | <0.1% | +22,237 | New | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.