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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but Linse Capital Management PR LLC's latest available filing here is Q4 2023.
Linse Capital Management PR LLC
•CIK: 1849153•Filing: Q4 2023
Linse Capital Management PR LLC is a focused investment manager currently deploying $2M in assets. The firm maintains a concentrated portfolio, with its entire disclosed position allocated to MRX, representing $2.3M of the total AUM. This singular, high-conviction holding suggests a deep, specialized thesis on the underlying asset or sector represented by MRX. The current structure indicates a highly concentrated, single-stock investment approach.
Total AUM
$2.3M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2023
Top Holdings Allocation
CHPT
CHPT100.0%
📈 Biggest Buys
CHPT
CHARGEPOINT HOLDINGS, INC.
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2023
NEW1 new position
Historical Filings
Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022