GARDA CAPITAL PARTNERS LP

Wealth advisor Mechanical financials specialist (74%) CIK 1666905
League rank
#59
in Wealth advisor · #732 overall
Long book
$38.9M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
-2.6%
SPY +14.8%
Turnover
100%
of book per quarter

Strategy in plain words

auto-generated from filings

GARDA CAPITAL PARTNERS LP is a wealth-management firm allocating client money, specialised in financials (74% of the long book), running a $38.9M US long book across 3 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ISHARES BITCOIN TRUST ETF, AMAZON.COM INC, BITWISE BITCOIN ETF.

Over the last 8 quarters its long book ran on average 3.1pp per quarter ahead of the S&P 500, beating the index in 6 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.0%
Q2 2024
+6.0%
Q3 2024
+2.0%
Q4 2024
+3.5%
Q1 2025
+20.3%
Q2 2025
+10.9%
Q4 2025
+16.7%
Q1 2026
-2.6%

Sector allocation

Consumer discretionary
100%

Long book by quarter

$213.8M
Q1 2024
$186.5M
Q2 2024
$401.4M
Q3 2024
$124.2M
Q4 2024
$178.3M
Q1 2025
$352.7M
Q2 2025
$1.7M
Q4 2025
$38.9M
Q1 2026

What does GARDA CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary48.4K$10.1M25.9%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 202615$384.7M canonicalSEC ↗
Q4 202513F-HRFeb 6, 202611$121.3M canonicalSEC ↗
Q3 202513F-HRNov 10, 202514$24.9M canonicalSEC ↗
Q2 202513F-HRAug 7, 2025563$4.20B canonicalSEC ↗
Q1 202513F-HRMay 14, 2025641$3.94B canonicalSEC ↗
Q4 202413F-HRFeb 5, 2025227$1.39B canonicalSEC ↗
Q3 202413F-HRNov 14, 2024516$3.56B canonicalSEC ↗
Q2 202413F-HRAug 14, 2024457$2.83B canonicalSEC ↗
Q1 202413F-HRMay 14, 2024385$2.38B canonicalSEC ↗