QuantOrb.pro

Camrose Capital Investment Partners LLP

SEC Form 13F institutional filer · CIK 0002040608

13F-HR · 9 reported holdings · 2026-03-31

Hedge fund manager.

Reported long-US-equity value

$0.65B

Top-10 concentration

100.0%

Camrose Capital Investment Partners LLP — $652M AUM allocation strategy

Camrose Capital Investment Partners LLP files SEC Form 13F and reports $652M of long US equity value across 9 reported holdings for 2026-03-31.

Its largest sector bet is Financials 27.5%, followed by Consumer Discretionary 24.9% and Information Technology 19.9%.

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.

Camrose Capital Investment Partners LLP — latest SEC 13F insights

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

$652M

total across 9 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)

$TXN$YUM$SPGI

+$TXN +111K sh · +$28.5M+$YUM +103K sh · +$17.5M+$SPGI +92.9K sh · +$28M

Added from nil (new positions)

None this quarter

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Financials 28%Consumer Discretionary 25%Information Technology 20%Industrials 15%Materials 12%SECTORS
  • $XLFFinancials27.5%
  • $XLYConsumer Discretionary24.9%
  • $XLKInformation Technology19.9%
  • $XLIIndustrials15.4%
  • $XLBMaterials12.3%

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)

Hotels, Resorts & Cruise Lines 14%Financial Exchanges & Data 14%Transaction & Payment Processing Services 14%Semiconductors 13%Construction Materials 12%Restaurants 11%Air Freight & Logistics 10%Electronic Equipment & Instruments 6%Other holdings 6%INDUSTRIES
  • Hotels, Resorts & Cruise Lines14.1%
  • Financial Exchanges & Data13.8%
  • Transaction & Payment Processing Services13.8%
  • Semiconductors13.4%
  • Construction Materials12.3%
  • Restaurants10.7%
  • Air Freight & Logistics9.8%
  • Electronic Equipment & Instruments6.4%
  • Other holdings5.7%

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

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$HLTHilton Worldwide Holdings Inc303K$92.1M+79.4K14.1%
$SPGIS&P Global Inc211K$89.7M+92.9K13.8%
$MAMastercard Incorporated179K$89.7M+87.3K13.8%
$TXNTexas Instruments Incorporated451K$87.6M+111K13.4%
$MLMMartin Marietta Materials Inc137K$80.5M+23.1K12.3%
$YUMYum! Brands Inc450K$70M+103K10.7%
$EXPDExpeditors International of Washington Inc445K$63.7M+52.5K9.8%
$ROPRoper Technologies Inc119K$42M+6.11K6.4%
$ADPAutomatic Data Processing Inc182K$36.9M+10.2K5.7%

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.

Newsletter signup

Free subscription. Daily trading day morning dispatch. No spam.