Enhancing Capital LLC

**Enhancing Capital LLC** manages $140M across a diversified portfolio of 89 positions. The fund exhibits a clear focus on technology leaders and established financial institutions, evidenced by top holdings including MSFT ($12.1M) and LLY ($8.9M). Significant allocations are also directed toward semiconductors (NVDA at $7.9M) and defensive infrastructure plays, maintaining a notable cash position in SGOV ($4.5M). This concentrated approach suggests a strategy balancing high-growth potential with stable, yield-generating assets.

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