SEC 13F Intelligence

Managers / Q1 2026

Portfolio Design Labs, LLC

CIK 0002010278 · 15760 VENTURA BLVD, SUITE 1700, ENCINO, CA, 91436 · 310-755-0411

Reported Value
$562M
Q1 2026
Positions
232
Filings on Record
10
2019–present window
Filed
May 11, 2026
original filing

Summary

Portfolio Design Labs, Llc reported $562M in U.S.-listed holdings across 232 positions for Q1 2026.

Its largest position, GQ9, represents 7.4% of the portfolio.

Compared with Q4 2025, the fund opened 38 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $264MQ4 ’23Q1 ’24: $298MQ2 ’24: $324MQ2 ’24Q3 ’24: $358MQ4 ’24: $487MQ4 ’24Q1 ’25: $485MQ2 ’25: $509MQ2 ’25Q3 ’25: $582MQ4 ’25: $606MQ4 ’25Q1 ’26: $562Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 71.0%ETP: 25.6%REIT: 1.6%Other: 1.4%ADR: 0.3%Other: 0.0%
  • Common Stock · 71.0% · $400M
  • ETP · 25.6% · $144M
  • REIT · 1.6% · $9M
  • Other · 1.4% · $8M
  • ADR · 0.3% · $2M
  • Other · 0.0% · $226,154

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$562M232May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$606M203Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$582M200Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$509M149Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$485M190May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$487M195Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$358M134Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$324M101Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$298M111May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$264M109Feb 12, 202413F-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 ↗.