ION Crossover Partners Ltd

Fundamental diversified ★Signal technology specialist (100%) CIK 1803307
Long book
$36.9M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+54.7%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

ION Crossover Partners Ltd is a diversified fundamental manager, specialised in technology (100% of the long book), running a $36.9M US long book across 4 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VIA TRANSPORTATION INC-CL A, SIMILARWEB LTD, TABOOLA.COM LTD, TABOOLA.COM WRNT.

We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-52.4%
Q1 2026
+54.7%

Sector allocation

Technology
100%

Long book by quarter

$77.5M
Q4 2025
$36.9M
Q1 2026

What does ION Crossover own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
VIA VIA TRANSPORTATION INC-CL ATechnology1.7M$26.2M70.9%Held
SMWB SIMILARWEB LTDTechnology3.0M$7.9M21.5%Held
TBLA TABOOLA.COM LTDTechnology900.0K$2.8M7.6%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 20, 20264$36.9M canonicalSEC ↗
Q4 202513F-HRMay 20, 20264$77.5M canonicalSEC ↗

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