Vesey Street Capital Partners, L.L.C.
•CIK: 1910342•Filing: Q4 2025
**Vesey Street Capital Partners, L.L.C.** manages $60M in assets, currently maintaining a highly concentrated portfolio with a single top holding. The fund's entire disclosed position is allocated to AIRS, representing 100% of its current assets under management. This singular focus suggests a high-conviction, deep-value thesis on the semiconductor sector. Investors should note the extreme concentration risk inherent in this structure.
Total AUM
$60.0M
QoQ Performance
-75.3%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AIRS
AIRS100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023