Cedar Point Capital Partners, LLC
•CIK: 1954337•Filing: Q4 2025
**Cedar Point Capital Partners, LLC** manages $157M across a diversified portfolio of 69 positions. The fund exhibits significant concentration in technology and specialized sectors, with top holdings including MGK at $11.4M and FNDX at $11.1M. Further notable allocations include DFUS ($10.6M) and VFQY ($10.3M), indicating a focused, high-conviction approach to market opportunities. This positioning suggests an active mandate targeting growth within specific, high-potential market segments.
Total AUM
$156.6M
QoQ Performance
+2.7%
Positions
45
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MGK
FNDX
DFUS
VFQY
JCPB
DFIV
DFAS
MGK7.3%
FNDX7.1%
DFUS6.7%
VFQY6.6%
JCPB6.2%
DFIV5.4%
DFAS5.1%
VWO4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology3.2%
Financial1.0%
Consumer0.6%
Industrial0.5%
ETF0.3%
Consumer Staples0.2%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑32 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023