Cloverfields Capital Group, LP - Q12026 Holdings

Cloverfields Capital Group, LP holds 91 stocks with a total portfolio value of $ 309.09M as of Q12026. In Q12026, Cloverfields Capital Group, LP added 10 new positions, increased stakes in 43 stocks, reduced 31 holdings, and fully exited 9 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 3.43% of the total portfolio.