SEC 13F Intelligence

Managers / Q1 2026

AGAVE CAPITAL MANAGEMENT Ltd

CIK 0002099846 · 9TH FLOOR, CITY TOWER, 40 BASINGHALL STREET, LONDON, EC2V 5DE · 44-208-264-9450

Reported Value
$622M
Q1 2026
Positions
8
Filings on Record
2
2019–present window
Filed
May 13, 2026
original filing

Summary

Agave Capital Management Ltd reported $622M in U.S.-listed holdings across 8 positions for Q1 2026.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 62.2% of reported value.

Compared with Q4 2025, the fund opened 3 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $599MQ4 ’25Q1 ’26: $622MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 69.0%Common Stock: 25.4%Other: 5.6%
  • ETP · 69.0% · $429M
  • Common Stock · 25.4% · $158M
  • Other · 5.6% · $35M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$622M8May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$599M23Feb 11, 202613F-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 ↗.