PSG Equity L.L.C.
Long book
$976.9M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-12.7%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsPSG Equity L.L.C. is a diversified fundamental manager, specialised in technology (100% of the long book), running a $976.9M US long book across 1 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: EVERCOMMERCE INC.
Over the last 9 quarters its long book ran on average 3.4pp per quarter behind the S&P 500, beating the index in 3 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
+16.6%
Q2 2024
-5.6%
Q3 2024
+6.3%
Q4 2024
-8.4%
Q1 2025
+4.2%
Q2 2025
+6.0%
Q3 2025
+8.8%
Q4 2025
-5.6%
Q1 2026
-12.7%
Sector allocation
Technology 100%
Long book by quarter
What does PSG Equity own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| EVCM EVERCOMMERCE INC | Technology | 85.5M | $976.9M | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 1 | $976.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 1 | $1.03B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 1 | $951.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 1 | $897.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 1 | $861.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 1 | $941.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 1 | $885.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 7, 2024 | 1 | $938.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 1 | $805.1M | canonical | SEC ↗ |