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Livermore
Livermore
ZHEN

3Chopt Investment Partners, LLC

SEC CIK
0001978521
Latest filing
Jul 29, 2026

The latest 13F from 3Chopt Investment Partners, LLC covers Q2 2026 (filed Jul 29, 2026): 274 long positions worth $532.1M. The top 10 holdings make up 40.6% of the portfolio, and the largest is Vanguard S&P 500 ETF at 12.2%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

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
44
Est. +$25.0M
Added
115
Est. +$24.3M
Reduced
85
Est. −$9.98M
Sold out
10
Est. −$3.50M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    12.2%$64.7M
  2. Vanguard Morningstar Small-Cap ETF922908751
    6.3%$33.6M
  3. NVDANVIDIA Corp
    6.1%$32.2MHistory
  4. AAPLApple Inc.
    4.1%$22.0MHistory
  5. GOOGAlphabet Inc.
    3.3%$17.5MHistory

Share of portfolio

Top 5 holdings and the other 269 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF12.2%
  2. Vanguard Morningstar Small-Cap ETF6.3%
  3. NVDA6.1%
  4. AAPL4.1%
  5. GOOG3.3%
  6. Other 269 positions68.0%

Biggest buys

New and added positions, by estimated amount bought

  1. WFCWells Fargo & Company
    +$4.19MNewHistory
  2. Vanguard Morningstar Small-Cap ETF922908751
    +$3.25MAdded
  3. ACGLArch Capital Group Ltd.
    +$2.39MNewHistory
  4. CCitigroup Inc
    +$2.22MNewHistory
  5. COFCapital One Financial Corp
    +$2.08MNewHistory

Largest weight increases

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

  1. MUMicron Technology Inc
    +0.89 pp0.4% → 1.3%History
  2. WFCWells Fargo & Company
    +0.79 pp0.0% → 0.8%History
  3. LRCXLam Research Corp
    +0.59 pp0.8% → 1.4%History
  4. ACGLArch Capital Group Ltd.
    +0.45 pp0.0% → 0.4%History
  5. CCitigroup Inc
    +0.42 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DBXDropbox, Inc.
    −$2.14MReducedHistory
  2. HONHoneywell International Inc
    −$1.16MSold outHistory
  3. QCOMQualcomm Inc
    −$682.6KReducedHistory
  4. CHKPCheck Point Software Technologies Ltd
    −$518.9KReducedHistory
  5. NVRNVR Inc
    −$333.9KReducedHistory

Largest weight decreases

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

  1. MCKMcKesson Corp
    −0.48 pp1.6% → 1.1%History
  2. DBXDropbox, Inc.
    −0.41 pp0.6% → 0.2%History
  3. XOMExxonMobil Holdings Corp
    −0.33 pp0.9% → 0.6%History
  4. HONHoneywell International Inc
    −0.26 pp0.3% → 0.0%History
  5. CHKPCheck Point Software Technologies Ltd
    −0.26 pp0.6% → 0.4%History

Metrics

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

Portfolio value
$532.1M
+$95.0M (+21.7%) vs. prior quarter
Positions
274
+34 vs. prior quarter
Top 10 concentration
40.6%
Top 10 as share of value
Turnover
2.8%
Q2 2026, one quarter
Average holding period
11.2 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 (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $532.1M (Q2 2026)

Q4 2022: $183.0MQ1 2023: $187.6MQ2 2023: $199.8MQ3 2023: $169.4MQ4 2023: $271.7MQ1 2024: $243.5MQ2 2024: $327.6MQ3 2024: $279.7MQ4 2024: $291.2MQ1 2025: $381.7MQ2 2025: $415.9MQ3 2025: $439.5MQ4 2025: $446.3MQ1 2026: $437.1MQ2 2026: $532.1M
Q4 2022Q2 2026
13F filings of 3Chopt Investment Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026274$532.1MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q1 2026SEC
Q1 2026Apr 23, 2026240$437.1MVanguard S&P 500 ETFNVDAVanguard Morningstar Small-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 10, 2026231$446.3MVanguard S&P 500 ETFNVDAVanguard Morningstar Small-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 20, 2025230$439.5MVanguard S&P 500 ETFNVDAVanguard Morningstar Small-Cap ETFvs. Q2 2025SEC
Q2 2025Jul 24, 2025226$415.9MVanguard S&P 500 ETFNVDAVanguard Morningstar Small-Cap ETFvs. Q1 2025SEC
Q1 2025Apr 24, 2025228$381.7MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q4 2024SEC
Q4 2024Feb 13, 202575$291.2MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q3 2024SEC
Q3 2024Nov 15, 202470$279.7MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q2 2024SEC
Q2 2024Aug 22, 2024183$327.6MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q1 2024SEC
Q1 2024May 15, 202468$243.5MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFNVDAvs. Q4 2023SEC
Q4 2023Feb 12, 2024165$271.7MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFAAPLvs. Q3 2023SEC
Q3 2023Nov 15, 202357$169.4MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFAAPLvs. Q2 2023SEC
Q2 2023Jul 26, 2023135$199.8MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFAAPLvs. Q1 2023SEC
Q1 2023May 23, 2023141$187.6MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFAAPLvs. Q4 2022SEC
Q4 2022May 24, 2023266$183.0MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFBRK.B–SEC