Candelo Capital Management LP - Q12026 Holdings

Candelo Capital Management LP holds 29 stocks with a total portfolio value of $ 121.11M as of Q12026. In Q12026, Candelo Capital Management LP added 11 new positions, increased stakes in 5 stocks, reduced 12 holdings, and fully exited 9 positions. The largest holding is Vaneck Etf Trust (SMH), representing 6.33% of the total portfolio.