Tannin Capital LLC

Tannin Capital LLC manages $112M in assets across 135 positions, with a focus on large-cap equities. The fund's top holdings include AAPL ($5.0M) and JPM ($4.8M), which collectively account for 9% of the portfolio. Technology and finance sectors are also represented through notable stakes in NVDA ($3.6M), GOOGL ($3.5M), and GS ($2.7M), while index exposure is maintained through VOO ($3.7M) and SPY ($2.4M). The fund's largest positions comprise 35% of the total AUM, with AAPL alone representing 4.5% of the portfolio.

📌 Top Holdings