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Showing Q2 2024 data
Yarra Square Partners LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Yarra Square Partners LP
•CIK: 1772940•Filing: Q2 2024
**Yarra Square Partners LP** is a specialized hedge fund managing $111M across 21 distinct positions. The portfolio exhibits significant concentration in technology and consumer discretionary names, highlighted by the top holding in OWL at $13.1M. Further substantial allocations include SF-PD ($10.7M) and AMZN ($9.6M), signaling a tactical focus on growth sectors. This structure suggests a conviction-driven, concentrated approach to generating alpha.
Total AUM
$110.9M
QoQ Performance
-4.0%
Positions
21
Top 10 Concentration
69.8%
Latest Filing
Q2 2024
Top Holdings Allocation
OWL
SN
AMZN
PAGA
NPKI
T7D
CPAY
DESP
OWL11.8%
SN9.7%
AMZN8.7%
PAGAYA7.1%
NPKI6.1%
T7D6.0%
CPAY5.7%
DESPEGAR5.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.3%
Consumer8.7%
🚪 Exited Positionssold since Q1 2024
Changes from Q1 2024
NEW4 new positions
↑6 increased
↓5 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023