Engle Capital Management, L.P. - Q12026 Holdings

Engle Capital Management, L.P. holds 22 stocks with a total portfolio value of $ 293.49M as of Q12026. In Q12026, Engle Capital Management, L.P. added 4 new positions, increased stakes in 12 stocks, reduced 6 holdings, and fully exited 9 positions. The largest holding is Terawulf Inc (WULF), representing 14.50% of the total portfolio.