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Livermore
Livermore
ZHEN

Highlander Partners, L.P.

SEC CIK
0001903866
Latest filing
Jul 28, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
50
0 vs. Q2 2025
Portfolio value
$286.7M
+$26.4M (+10.1%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Highlander Partners, L.P. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VRTVertiv Holdings CoCOM CL A353,569$53.3M18.6%00.0%UnchangedHistory
BXBlackstone Inc.COM244,000$41.7M14.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock103,000$22.6M7.9%00.0%UnchangedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,228,237$15.9M5.6%−260,000−17.5%ReducedHistory
BABAAlibaba Group Holding LtdADR87,200$15.6M5.4%00.0%UnchangedHistory
TCBITexas Capital Bancshares IncCOM169,436$14.3M5.0%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock79,200$13.9M4.8%00.0%UnchangedHistory
PSNParsons CorpCOM164,800$13.7M4.8%+42,800+35.1%AddedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF200,000$12.7M4.4%00.0%Unchanged–
DHRDanaher CorpStock56,000$11.1M3.9%00.0%UnchangedHistory
SPXCSPX Technologies, Inc.COM52,250$9.76M3.4%+11,000+26.7%AddedHistory
HONHoneywell International IncCOM45,500$9.58M3.3%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM122,980$9.02M3.1%00.0%UnchangedHistory
DAKTDaktronics IncCOM400,000$8.37M2.9%00.0%UnchangedHistory
SSNCSS&C Technologies Holdings IncCOM81,800$7.26M2.5%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A249,800$5.27M1.8%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock30,000$4.25M1.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,000$2.66M0.9%00.0%UnchangedHistory
MDAISpectral AI, Inc.COM CL A900,000$2.05M0.7%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,900$1.88M0.7%00.0%Unchanged–
DMLPDorchester Minerals, L.P.COM UNIT33,077$856.4K0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,525$766.7K0.3%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD14,291$713.8K0.2%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B535$629.9K0.2%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A6,000$569.3K0.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,050$543.8K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,200$534.8K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock1,500$473.1K0.2%00.0%UnchangedHistory
WTMWhite Mountains Insurance Group LtdCOM280$468.0K0.2%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock14,000$437.8K0.2%00.0%UnchangedHistory
GLDSPDR Gold TrustETF1,160$412.3K0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,500$405.5K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock550$403.9K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,000$352.8K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,170$329.1K0.1%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF2,360$326.2K0.1%00.0%Unchanged–
KRPKimbell Royalty Partners, LPUNIT22,000$296.8K0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,080$293.1K0.1%00.0%UnchangedHistory
ARCCAres Capital CorpCEF14,000$285.7K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,300$277.0K0.1%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A15,000$273.6K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock2,000$272.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock625$253.2K0.1%00.0%UnchangedHistory
iShares Tr464287184CHINA LG-CAP ETF6,000$246.8K0.1%00.0%Unchanged–
FISVFiserv IncStock1,900$245.0K0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,500$242.7K0.1%−34,500−95.8%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT6,100$239.7K0.1%00.0%UnchangedHistory
VVisa Inc.Stock700$239.0K0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1,000$229.5K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,000$225.5K0.1%00.0%UnchangedHistory