JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Long book
$117.0M
Q1 2026
Positions
13
Top-10 weight
99%
concentration
Last quarter
+22.1%
SPY +14.8%
Turnover
44%
of book per quarter
Strategy in plain words
auto-generated from filingsJOSH ARNOLD INVESTMENT CONSULTANT, LLC is a concentrated fundamental stock-picker, specialised in technology (71% of the long book), running a $117.0M US long book across 13 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: APPLE INC, AMAZON.COM INC, ONCOLOGY INSTITUTE INC/THE, TKO GROUP HOLDINGS INC, PALANTIR TECHNOLOGIES INC-A.
Over the last 9 quarters its long book ran on average 2.1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. 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
Q1 2024
+14.1%
Q2 2024
+7.8%
Q3 2024
+9.1%
Q4 2024
-11.3%
Q1 2025
+1.5%
Q2 2025
+18.8%
Q3 2025
+5.4%
Q4 2025
-7.7%
Q1 2026
+22.1%
Sector allocation
Technology 71%
Consumer discretionary 16%
Healthcare 6%
Services media 6%
Industrials 1%
Energy 1%
Financials 0%
Long book by quarter
What does JOSH ARNOLD own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 311.4K | $79.0M | 67.5% | -1.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 88.0K | $18.3M | 15.7% | -11.1% |
| TOI ONCOLOGY INSTITUTE INC/THE | Healthcare | 2.5M | $7.6M | 6.5% | +0.2% |
| TKO TKO GROUP HOLDINGS INC | Services media | 15.9K | $3.2M | 2.7% | -22.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 21.0K | $3.1M | 2.6% | -17.4% |
| LYV LIVE NATION ENTERTAINMENT IN | Services media | 12.5K | $1.9M | 1.6% | +7.7% |
| AKAM AKAMAI TECHNOLOGIES INC | Services media | 11.7K | $1.4M | 1.2% | New |
| SD SANDRIDGE ENERGY INC | Energy | 5.8K | $673K | 0.6% | New |
| AMAT APPLIED MATERIALS INC | Technology | 1.3K | $460K | 0.4% | Held |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 6.3K | $448K | 0.4% | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 740 | $355K | 0.3% | -11.9% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 1.9K | $321K | 0.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 975 | $280K | 0.2% | -7.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 13 | $117.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 20, 2026 | 15 | $134.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 13 | $124.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ANEW HOLDINGS | Oct 3, 2025 | 14 | $115.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 12 | $106.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 19 | $120.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 18, 2025 | 11 | $118.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 25 | $122.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 25 | $119.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 10 | $95.1M | canonical | SEC ↗ |