SEC 13F Intelligence

Managers / Q1 2026

Sivia Capital Partners, LLC

CIK 0002012032 · 495 MILLER AVENUE, STE 206, MILL VALLEY, CA, 94941 · 4152317490

Reported Value
$516M
Q1 2026
Positions
455
Filings on Record
12
2019–present window
Filed
May 13, 2026
original filing

Summary

Sivia Capital Partners, Llc reported $516M in U.S.-listed holdings across 455 positions for Q1 2026.

Its largest position, NVDA, represents 4.3% of the portfolio.

Compared with Q4 2025, the fund opened 91 new positions and exited 189.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $182MQ4 ’23Q1 ’24: $147MQ2 ’24: $150MQ2 ’24Q3 ’24: $169MQ4 ’24: $201MQ4 ’24Q1 ’25: $214MQ2 ’25: $334MQ2 ’25Q3 ’25: $354MQ4 ’25: $494MQ4 ’25Q1 ’26: $516Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$516M455May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$494M553Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$354M468Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$334M434Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$214M291Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$201M204Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$169M216Oct 11, 202413F-HRchanges · EDGAR ↗
Q2 2024$150M194Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$147M189Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$182M188Feb 14, 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 ↗.