Point Break Capital Management, LLC

Fundamental concentrated ★Signal CIK 1631943
League rank
#784
in Fundamental concentrated · #7110 overall
Long book
$88.0M
Q1 2026
Positions
13
Top-10 weight
96%
concentration
Last quarter
+19.8%
SPY +14.8%
Turnover
47%
of book per quarter

Strategy in plain words

auto-generated from filings

Point Break Capital Management, LLC is a concentrated fundamental stock-picker, running a $88.0M 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: CAESARS ENTERTAINMENT INC, CAPITAL ONE FINANCIAL CORP, NVIDIA CORP, META PLATFORMS INC-CLASS A, TAIWAN SEMICONDUCTOR-SP ADR.

Over the last 5 quarters its long book ran on average 5.1pp per quarter behind the S&P 500, beating the index in 1 of 5 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
-5.4%
Q2 2024
+2.8%
Q3 2024
-10.0%
Q4 2025
-9.8%
Q1 2026
+19.8%

Sector allocation

Services media
38%
Technology
37%
Financials
16%
Consumer discretionary
6%
Healthcare
4%

Long book by quarter

$82.4M
Q1 2024
$92.1M
Q2 2024
$85.3M
Q3 2024
$112.7M
Q4 2025
$88.0M
Q1 2026

What does Point Break own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CZR CAESARS ENTERTAINMENT INCServices media1.0M$27.3M31.0%Held
COF CAPITAL ONE FINANCIAL CORPFinancials61.4K$11.2M12.7%-19.7%
NVDA NVIDIA CORPTechnology59.3K$10.3M11.7%-23.7%
META META PLATFORMS INC-CLASS ATechnology14.4K$8.2M9.3%+90.8%
AMZN AMAZON.COM INCConsumer discretionary22.1K$4.6M5.2%-12.3%
MSFT MICROSOFT CORPTechnology10.0K$3.7M4.2%-24.1%
LLY ELI LILLY & COHealthcare2.9K$2.7M3.0%-23.4%
AMD ADVANCED MICRO DEVICESTechnology9.2K$1.9M2.1%New
INTC INTEL CORPTechnology39.4K$1.7M2.0%New
PAGS PAGSEGURO DIGITAL LTD-CL ATechnology50.6K$507K0.6%-37.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202613$88.0M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202617$116.9M canonicalSEC ↗
Q3 202413F-HRNov 13, 202414$85.3M canonicalSEC ↗
Q2 202413F-HRAug 14, 202415$92.1M canonicalSEC ↗
Q1 202413F-HRMay 13, 202415$94.1M canonicalSEC ↗