13F Insight
DOSSIER · 13F-HR · Q1 2026

AGMAN CAPITAL LLC

AGMAN's asset manager based in San Francisco, CA — $126M in tracked AUM across 18 positions as of Q1 2026.

A
AGMAN·San Francisco, CA·Asset Manager
CIK 0002107832 · last filed Mar 31, 2026
Total AUM
$126M
▲ 17.2%
vs prior
Holdings
18
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

AGMAN CAPITAL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
COHR
COHERENT CORP
$21M90K17.1%
02
GHM
GRAHAM CORP
$16M202K12.7%
03
GXO
GXO LOGISTICS INCORPORATED
$10M202K8.3%
04
WLK
WESTLAKE CORP
$8M72K6.7%
05
MRCY
MERCURY SYS INC
$8M109K6.3%
06
CF
CF INDS HLDGS INC
$7M57K5.9%
07
XPO
XPO INC
$7M35K5.4%
08
CDRE
CADRE HLDGS INC
$7M214K5.2%
09
NPO
ENPRO INC
$6M24K4.7%
10
TYL
TYLER TECHNOLOGIES INC
$6M17K4.6%

Filing history

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