Interchange Capital Partners, LLC
•CIK: 1845998•Filing: Q4 2025
**Interchange Capital Partners, LLC** manages $539M across a diversified portfolio of 424 positions. The fund exhibits significant concentration in technology and growth names, notably holding JMST at $38.4M and AAPL at $23.0M. Further top allocations include JAAA ($18.1M), SMLR ($16.8M), and MSFT ($16.1M). This structure suggests a conviction-driven, large-cap growth mandate within its current investment framework.
Total AUM
$539.1M
QoQ Performance
+5.7%
Positions
361
Top 10 Concentration
34.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JMST
JMST7.1%
AAPL4.3%
JAAA3.4%
SMLR3.1%
MSFT3.0%
IQLT2.8%
NVDA2.2%
VTV1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.6%
Technology18.8%
Consumer5.0%
Financial4.5%
Healthcare3.8%
ETF2.6%
Energy1.3%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+169 more exited positions
Changes from Q3 2025
NEW9 new positions
↑116 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022