PALOGIC VALUE MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 18K | $3.97M |
 | VNOM | 18K | $674.85K |
 | MSFT | 16K | $8.17M |
 | OZK | 15K | $764.70K |
 | RF | 15K | $395.55K |
 | GPN | 14K | $1.16M |
 | PG | 12K | $1.86M |
 | CPRT | 12K | $539.64K |
 | OKE | 12K | $857.40K |
 | BXP | 11K | $851.49K |
 | DIS | 10K | $1.15M |
 | SPG | 9K | $1.69M |
 | BP | 9K | $294.91K |
 | SBUX | 8K | $707.93K |
 | DHI | 8K | $1.37M |
 | AMGN | 8K | $2.16M |
 | TCBI | 8K | $633.98K |
 | JPM | 7K | $2.09M |
 | SAP | 6K | $1.61M |
 | PANW | 6K | $1.21M |
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.97M
Viper Energy, Inc.
VNOM
Shares Held
18K
Value
$674.85K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$8.17M
Bank OZK
OZK
Shares Held
15K
Value
$764.70K
Regions Financial Corporation
RF
Shares Held
15K
Value
$395.55K
Global Payments Inc.
GPN
Shares Held
14K
Value
$1.16M
The Procter & Gamble Company
PG
Shares Held
12K
Value
$1.86M
Copart, Inc.
CPRT
Shares Held
12K
Value
$539.64K
ONEOK, Inc.
OKE
Shares Held
12K
Value
$857.40K
BXP, Inc.
BXP
Shares Held
11K
Value
$851.49K
The Walt Disney Company
DIS
Shares Held
10K
Value
$1.15M
Simon Property Group, Inc.
SPG
Shares Held
9K
Value
$1.69M
BP p.l.c.
BP
Shares Held
9K
Value
$294.91K
Starbucks Corporation
SBUX
Shares Held
8K
Value
$707.93K
D.R. Horton, Inc.
DHI
Shares Held
8K
Value
$1.37M
Amgen Inc.
AMGN
Shares Held
8K
Value
$2.16M
Texas Capital Bancshares, Inc.
TCBI
Shares Held
8K
Value
$633.98K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.09M
SAP SE
SAP
Shares Held
6K
Value
$1.61M
Palo Alto Networks, Inc.
PANW
Shares Held
6K
Value
$1.21M