Steamboat Capital Partners, LLC - Q42025 Holdings

Steamboat Capital Partners, LLC holds 59 stocks with a total portfolio value of $ 364.51M as of Q42025. In Q42025, Steamboat Capital Partners, LLC added 7 new positions, increased stakes in 24 stocks, reduced 27 holdings, and fully exited 8 positions. The largest holding is Acm Research Inc (ACMR), representing 5.46% of the total portfolio.