Old Peak Finance LLC
•CIK: 2080991•Filing: Q4 2025
Old Peak Finance LLC manages $162M across a concentrated portfolio of 87 positions. The fund exhibits significant conviction in specific digital asset and niche equity plays, highlighted by a $38.0M allocation to BSV and $30.9M in DFAC. Diversification is maintained through core holdings, including $8.9M in NVDA and broad market exposure via VTI and VEA. This structure suggests a tactical allocation favoring high-conviction, thematic growth opportunities.
Total AUM
$162.0M
QoQ Performance
N/A
Positions
48
Top 10 Concentration
73.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BSV
DFAC
DFAX
NVDA
BSV23.4%
DFAC19.0%
DFAX14.0%
NVDA5.5%
VTI2.5%
VEA2.4%
VXUS2.1%
SPY1.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.7%
Technology9.7%
ETF3.5%
Financial1.8%
Consumer0.9%
Consumer Staples0.6%
Energy0.4%
Healthcare0.4%