SHADE TREE ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GFS | 119K | $5.28M |
 | USAR | 53K | $794.59K |
 | WOOF | 34K | $95.63K |
 | GBDC | 34K | $424.93K |
 | SNDK | 15K | $9.21M |
 | CPNG | 14K | $273.12K |
 | IT | 4K | $592.19K |
 | TSM | 990 | $334.57K |
 | COST | 814 | $811.14K |
GLOBALFOUNDRIES Inc.
GFS
Shares Held
119K
Value
$5.28M
USA Rare Earth Inc
USAR
Shares Held
53K
Value
$794.59K
Petco Health and Wellness Company, Inc.
WOOF
Shares Held
34K
Value
$95.63K
Golub Capital BDC, Inc.
GBDC
Shares Held
34K
Value
$424.93K
Sandisk Corporation
SNDK
Shares Held
15K
Value
$9.21M
Coupang, Inc.
CPNG
Shares Held
14K
Value
$273.12K
Gartner, Inc.
IT
Shares Held
4K
Value
$592.19K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
990
Value
$334.57K
Costco Wholesale Corporation
COST
Shares Held
814
Value
$811.14K