FRESHFORD CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 895K | $8.24M |
 | TXG | 833K | $13.59M |
 | TWST | 420K | $13.33M |
 | BATRK | 359K | $14.18M |
 | QURE | 230K | $5.49M |
 | MRCY | 182K | $13.32M |
 | TRMB | 181K | $14.20M |
 | GDDY | 142K | $17.61M |
 | FLR | 137K | $5.43M |
 | CP | 111K | $8.17M |
 | AMZN | 88K | $20.35M |
 | GOOGL | 86K | $26.79M |
 | APP | 43K | $28.86M |
 | IQV | 40K | $8.93M |
 | WDAY | 27K | $5.74M |
 | CACI | 25K | $13.47M |
 | FICO | 19K | $31.29M |
 | UBER | 4K | $348.74K |
NexGen Energy Ltd.
NXE
Shares Held
895K
Value
$8.24M
10x Genomics, Inc.
TXG
Shares Held
833K
Value
$13.59M
Twist Bioscience Corporation
TWST
Shares Held
420K
Value
$13.33M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
359K
Value
$14.18M
uniQure N.V.
QURE
Shares Held
230K
Value
$5.49M
Mercury Systems, Inc.
MRCY
Shares Held
182K
Value
$13.32M
Trimble Inc.
TRMB
Shares Held
181K
Value
$14.20M
GoDaddy Inc.
GDDY
Shares Held
142K
Value
$17.61M
Fluor Corporation
FLR
Shares Held
137K
Value
$5.43M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
111K
Value
$8.17M
Amazon.com, Inc.
AMZN
Shares Held
88K
Value
$20.35M
Alphabet Inc.
GOOGL
Shares Held
86K
Value
$26.79M
AppLovin Corporation
APP
Shares Held
43K
Value
$28.86M
IQVIA Holdings Inc.
IQV
Shares Held
40K
Value
$8.93M
Workday, Inc.
WDAY
Shares Held
27K
Value
$5.74M
CACI International Inc
CACI
Shares Held
25K
Value
$13.47M
Fair Isaac Corporation
FICO
Shares Held
19K
Value
$31.29M
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$348.74K