13F Insight
DOSSIER · 13F-HR · Q2 2026

CLOVERFIELDS CAPITAL GROUP, LP

$331M in tracked AUM across 90 positions as of Q2 2026.

CC
CIK 0001819581 · last filed Jun 30, 2026
Total AUM
$331M
as of Q2 2026
Holdings
90
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CLOVERFIELDS CAPITAL GROUP, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$16M34K4.8%02
GOOG
ALPHABET INC
$11M31K3.4%03
AMZN
AMAZON COM INC
$11M45K3.3%04
NVDA
NVIDIA CORPORATION
$9M45K2.7%05
GE
GE AEROSPACE
$8M23K2.6%06
CP
CANADIAN PACIFIC KANSAS CITY
$8M95K2.5%07
MSFT
MICROSOFT CORP
$8M22K2.5%08
PM
PHILIP MORRIS INTL INC
$8M43K2.4%09
SCHW
SCHWAB CHARLES CORP
$7M73K2.0%10
UBER
UBER TECHNOLOGIES INC
$7M92K2.0%

Filing history

2026Q2Jun 30
$331M▲ 7.0%
90 positionsView →2026Q1Mar 31
$309M▼ 4.2%
91 positionsView →2025Q4Dec 31
$323M▲ 80.9%
90 positionsView →2025Q3Sep 30
$178M▼ 47.0%
59 positionsView →2025Q2Jun 30
$337M▲ 11.1%
98 positionsLocked2025Q1Mar 31
$303M▼ 2.6%
94 positionsLocked2024Q4Dec 31
$311M▲ 0.5%
94 positionsLocked2024Q3Sep 30
$309M▲ 4.4%
92 positionsLocked2024Q2Jun 30
$296M▼ 0.2%
94 positionsLocked2024Q1Mar 31
$297M▲ 16.4%
97 positionsLocked2023Q4Dec 31
$255M▲ 14.9%
100 positionsLocked2023Q3Sep 30
$222M▼ 28.3%
76 positionsLocked
Showing 12 of 23