Managers / Q4 2024 · view latest →
UPTICK PARTNERS, LLC
CIK 0002005353 · 777 EAST AUSTIN ST., NACOGDOCHES, TX, 75965 · 936-800-0800
Reported Value
$276M
Q4 2024
Positions
220
Filings on Record
10
2019–present window
Filed
Jan 24, 2025
original filing
Summary
Uptick Partners, Llc reported $276M in U.S.-listed holdings across 220 positions for Q4 2024.
Its largest position, USFR, represents 15.0% of the portfolio.
Compared with Q3 2024, the fund opened 23 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $502M | 339 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $469M | 326 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $381M | 277 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $349M | 275 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $295M | 239 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $276M | 220 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $236M | 211 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $130M | 155 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $131M | 156 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $119M | 155 | Feb 14, 2024 | 13F-HR | changes · 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 ↗.