What does Avantyr Capital Partners, LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Avantyr Capital Partners, LP 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

JOHNSON CONTROLS INTERNATION

$247M1.9M11.8%

VISA INC

$178M590K8.6%

ASML HLDG NV

$178M135K8.5%

SCHWAB CHARLES CORP

$153M1.6M7.3%

US FOODS HLDG CORP

$148M1.6M7.1%

VULCAN MATLS CO

$147M539K7.1%

AERCAP HOLDINGS NV

$145M1.1M7.0%

NVIDIA CORPORATION

$121M697K5.8%

CAPITAL ONE FINL CORP

$112M614K5.4%

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