FRESHFORD CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TXG | 673K | $14.29M |
 | VERX | 566K | $6.72M |
 | NEXT | 551K | $4.22M |
 | TWST | 259K | $12.31M |
 | BATRK | 191K | $8.15M |
 | CP | 190K | $14.92M |
 | UBER | 168K | $12.08M |
 | MRCY | 154K | $11.23M |
 | STAA | 125K | $2.34M |
 | GDDY | 109K | $8.99M |
 | SARO | 100K | $2.58M |
 | AMZN | 87K | $18.17M |
 | TTWO | 59K | $11.56M |
 | IQV | 56K | $9.61M |
 | NSP | 45K | $1.22M |
 | GOOGL | 37K | $10.71M |
 | APP | 33K | $13.02M |
 | FICO | 25K | $27.17M |
 | CACI | 20K | $10.91M |
10x Genomics, Inc.
TXG
Shares Held
673K
Value
$14.29M
Vertex, Inc.
VERX
Shares Held
566K
Value
$6.72M
Nextdecade Corp
NEXT
Shares Held
551K
Value
$4.22M
Twist Bioscience Corporation
TWST
Shares Held
259K
Value
$12.31M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
191K
Value
$8.15M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
190K
Value
$14.92M
Uber Technologies, Inc.
UBER
Shares Held
168K
Value
$12.08M
Mercury Systems, Inc.
MRCY
Shares Held
154K
Value
$11.23M
STAAR Surgical Company
STAA
Shares Held
125K
Value
$2.34M
GoDaddy Inc.
GDDY
Shares Held
109K
Value
$8.99M
StandardAero, Inc.
SARO
Shares Held
100K
Value
$2.58M
Amazon.com, Inc.
AMZN
Shares Held
87K
Value
$18.17M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
59K
Value
$11.56M
IQVIA Holdings Inc.
IQV
Shares Held
56K
Value
$9.61M
Insperity, Inc.
NSP
Shares Held
45K
Value
$1.22M
Alphabet Inc.
GOOGL
Shares Held
37K
Value
$10.71M
AppLovin Corporation
APP
Shares Held
33K
Value
$13.02M
Fair Isaac Corporation
FICO
Shares Held
25K
Value
$27.17M
CACI International Inc
CACI
Shares Held
20K
Value
$10.91M