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Soviero Asset Management, LP

SEC Form 13F institutional filer · CIK 0001755622

13F-HR · 8 reported holdings · 2026-03-31

Reported long-US-equity value

$0.03B

Top-10 concentration

100.0%

Soviero Asset Management, LP — $32.1M AUM allocation strategy

Soviero Asset Management, LP files SEC Form 13F and reports $32.1M of long US equity value across 8 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 27.3%, followed by Information Technology 24.1% and Financials 19.4%.

The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Soviero Asset Management, LP — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$32.1M

total across 8 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

100% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$C$AMZN

+$C +20K sh · +$2.15M+$AMZN +2K sh · −$170K

Biggest trims (shares)

$AKAM

−$AKAM −77K sh · −$2.83M

Added from nil (new positions)

$FLEX$UBER$CARR$DGX$AMD

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$ALB$ON$TSLA$WDC$LHX

$ALB ($4.95M last qtr)$ON ($4.49M last qtr)$TSLA ($3.6M last qtr)$WDC ($2.58M last qtr)$LHX ($2.35M last qtr)

Sector allocation (share of reported value)

Industrials 27%Information Technology 24%Financials 19%Consumer Discretionary 18%Health Care 11%SECTORS
  • $XLIIndustrials27.3%
  • $XLKInformation Technology24.1%
  • $XLFFinancials19.4%
  • $XLYConsumer Discretionary18.2%
  • $XLVHealth Care11.0%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Diversified Banks 19%Broadline Retail 18%Electronic Manufacturing Services 16%Passenger Ground Transportation 15%Building Products 12%Health Care Services 11%Internet Services & Infrastructure 5%Semiconductors 3%INDUSTRIES
  • Diversified Banks19.4%
  • Broadline Retail18.2%
  • Electronic Manufacturing Services15.7%
  • Passenger Ground Transportation15.2%
  • Building Products12.1%
  • Health Care Services11.0%
  • Internet Services & Infrastructure5.2%
  • Semiconductors3.2%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$CCitigroup Inc55K$6.24M+20K19.4%
$AMZNAmazon.com Inc28K$5.83M+2K18.2%
$FLEXFlex Ltd77K$5.04M15.7%
$UBERUber Technologies Inc68K$4.89M15.2%
$CARRCarrier Global Corporation69K$3.89M12.1%
$DGXQuest Diagnostics Incorporated18K$3.53M11.0%
$AKAMAkamai Technologies Inc37K$1.67M-77K5.2%
$AMDAdvanced Micro Devices Inc5K$1.02M3.2%

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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