Cloverfields Capital Group, LP - Q42025 Holdings

Cloverfields Capital Group, LP holds 90 stocks with a total portfolio value of $ 322.68M as of Q42025. In Q42025, Cloverfields Capital Group, LP added 4 new positions, increased stakes in 55 stocks, reduced 27 holdings, and fully exited 10 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 3.37% of the total portfolio.