GUARDIAN POINT CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RYAN | 500K | $28.18M |
 | APO | 350K | $46.64M |
 | GOOG | 110K | $26.79M |
 | AMZN | 100K | $21.96M |
 | ARES | 100K | $15.99M |
 | TPB | 50K | $4.94M |
 | TSM | 50K | $13.96M |
 | NVR | 3K | $24.10M |
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
500K
Value
$28.18M
Apollo Global Management, Inc.
APO
Shares Held
350K
Value
$46.64M
Alphabet Inc.
GOOG
Shares Held
110K
Value
$26.79M
Amazon.com, Inc.
AMZN
Shares Held
100K
Value
$21.96M
Ares Management Corporation
ARES
Shares Held
100K
Value
$15.99M
Turning Point Brands, Inc.
TPB
Shares Held
50K
Value
$4.94M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
50K
Value
$13.96M
NVR, Inc.
NVR
Shares Held
3K
Value
$24.10M