POSTROCK PARTNERS LLC
•CIK: 2053668•Filing: Q4 2025
**POSTROCK PARTNERS LLC** manages $230M across a concentrated portfolio of 80 positions. The fund exhibits significant conviction in mega-cap technology and financial infrastructure, evidenced by top holdings including AAPL at $39.0M and BRK/A at $33.2M. Further allocations target key growth vectors with substantial positions in GOOGL ($15.1M), FAST ($13.6M), and IVV ($11.5M). This structure suggests a disciplined, large-cap core strategy emphasizing established market leaders.
Total AUM
$230.2M
QoQ Performance
+1.8%
Positions
65
Top 10 Concentration
67.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
BRK/A
GOOGL
FAST
AAPL17.0%
BRK/A14.4%
GOOGL6.5%
FAST5.9%
IVV5.0%
BKNG4.6%
V4.3%
GOOG3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology35.8%
Other26.6%
Financial21.1%
Consumer9.1%
ETF5.6%
Industrial0.7%
Real Estate0.5%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑2 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024