Bornite Capital Management LP - Q12026 Holdings

Bornite Capital Management LP holds 17 stocks with a total portfolio value of $ 594.77M as of Q12026. In Q12026, Bornite Capital Management LP added 6 new positions, increased stakes in 3 stocks, reduced 6 holdings, and fully exited 17 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 11.74% of the total portfolio.