Ctf Capital Management, LP - Q12026 Holdings

Ctf Capital Management, LP holds 12 stocks with a total portfolio value of $ 140.99M as of Q12026. In Q12026, Ctf Capital Management, LP added 3 new positions, increased stakes in 2 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Asml Holding NV (ASML), representing 29.29% of the total portfolio.