SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Belmont Capital, LLC

CIK 0001793367 · 1875 CENTURY PARK EAST, SUITE 1780, LOS ANGELES, CA, 90067 · 3102032670

Reported Value
$185M
Q3 2023
Positions
169
Filings on Record
23
2019–present window
Filed
Nov 13, 2023
original filing

Summary

Belmont Capital, Llc reported $185M in U.S.-listed holdings across 169 positions for Q3 2023.

The portfolio is heavily concentrated: AAPL alone accounts for 22.1% of reported value.

Compared with Q2 2023, the fund opened 22 new positions and exited 29.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $122MQ4 ’19Q1 ’20: $115MQ2 ’20: $176MQ3 ’20: $262MQ3 ’20Q4 ’20: $220MQ1 ’21: $80MQ2 ’21: $97MQ2 ’21Q3 ’21: $123MQ4 ’21: $128MQ1 ’22: $100MQ1 ’22Q2 ’22: $83MQ3 ’22: $85MQ4 ’22: $94MQ4 ’22Q1 ’23: $121MQ2 ’23: $178MQ3 ’23: $185MQ3 ’23Q4 ’23: $234MQ1 ’24: $367MQ2 ’24: $536MQ2 ’24Q3 ’24: $602MQ4 ’24: $615MQ1 ’25: $557MQ1 ’25Q2 ’25: $657Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.5%ETP: 12.9%Other: 0.4%ADR: 0.2%REIT: 0.0%Other: 0.0%
  • Common Stock · 86.5% · $160M
  • ETP · 12.9% · $24M
  • Other · 0.4% · $716,895
  • ADR · 0.2% · $410,562
  • REIT · 0.0% · $56,735
  • Other · 0.0% · $455

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$657M167Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$557M170May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$615M120Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$602M168Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$536M199Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$367M189May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$234M167Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$185M169Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$178M176Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$121M130May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$94M131Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$85M124Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$83M73Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$100M71Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$128M75Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$123M77Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$97M60Jul 14, 202113F-HRchanges · EDGAR ↗
Q1 2021$80M57Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$220M67Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$262M57Oct 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$176M60Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$115M60Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$122M53Jan 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.