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PeakShares LLC

SEC CIK
0002113507
Latest filing
Aug 11, 2026

The latest 13F from PeakShares LLC covers Q2 2026 (filed Aug 11, 2026): 122 long positions worth $134.4M. The top 10 holdings make up 30.8% of the portfolio, and the largest is State Street Financial Select Sector SPDR ETF at 4.4%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

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
17
Est. +$10.5M
Added
72
Est. +$11.5M
Reduced
16
Est. −$9.29M
Sold out
11
Est. −$7.74M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street Financial Select Sector SPDR ETF81369Y605
    4.4%$5.89M
  2. Vanguard Information Technology ETF92204A702
    4.1%$5.49M
  3. State Street Technology Select Sector SPDR ETF81369Y803
    3.8%$5.06M
  4. MUMicron Technology Inc
    3.5%$4.75MHistory
  5. State Street Health Care Select Sector SPDR ETF81369Y209
    3.4%$4.52M

Biggest buys

New and added positions, by estimated amount bought

  1. CATCaterpillar Inc
    +$1.45MNewHistory
  2. WELLWelltower Inc.
    +$1.36MNewHistory
  3. WDCWestern Digital Corp
    +$1.30MAddedHistory
  4. DELLDell Technologies Inc.
    +$1.28MNewHistory
  5. WisdomTree Tr97717Y527
    +$1.17MNew

Largest weight increases

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

  1. CATCaterpillar Inc
    +1.08 pp0.0% → 1.1%History
  2. WDCWestern Digital Corp
    +1.08 pp0.1% → 1.2%History
  3. WELLWelltower Inc.
    +1.01 pp0.0% → 1.0%History
  4. DELLDell Technologies Inc.
    +0.96 pp0.0% → 1.0%History
  5. PANWPalo Alto Networks Inc
    +0.94 pp1.1% → 2.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street Technology Select Sector SPDR ETF81369Y803
    −$2.74MReduced
  2. MUMicron Technology Inc
    −$1.59MReducedHistory
  3. Vanguard Information Technology ETF92204A702
    −$1.42MReducedConverted for a 8-for-1 split
  4. WMWaste Management Inc
    −$1.13MSold outHistory
  5. TMOThermo Fisher Scientific Inc.
    −$1.10MSold outHistory

Largest weight decreases

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

  1. State Street Technology Select Sector SPDR ETF81369Y803
    −1.23 pp5.0% → 3.8%
  2. CRMSalesforce, Inc.
    −1.14 pp1.4% → 0.2%History
  3. WMWaste Management Inc
    −1.04 pp1.0% → 0.0%History
  4. TMOThermo Fisher Scientific Inc.
    −1.01 pp1.0% → 0.0%History
  5. VRTXVertex Pharmaceuticals Inc
    −1.01 pp1.0% → 0.0%History

Metrics

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

Portfolio value
$134.4M
+$25.4M (+23.3%) vs. prior quarter
Positions
122
+6 vs. prior quarter
Top 10 concentration
30.8%
Top 10 as share of value
Turnover
14.0%
Q2 2026, one quarter
Average holding period
2.7 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 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $134.4M (Q2 2026)

Q4 2025: $102.4MQ1 2026: $108.9MQ2 2026: $134.4M
Q4 2025Q2 2026
13F filings of PeakShares LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026122$134.4MState Street Financial Select Sector SPDR ETFVanguard Information Technology ETFState Street Technology Select Sector SPDR ETFvs. Q1 2026SEC
Q1 2026May 6, 2026116$108.9MState Street Technology Select Sector SPDR ETFVanguard Information Technology ETFState Street Financial Select Sector SPDR ETFvs. Q4 2025SEC
Q4 2025Mar 10, 2026107$102.4MVanguard Information Technology ETFState Street Technology Select Sector SPDR ETFState Street Financial Select Sector SPDR ETF–SEC