DOSSIER · 13F-HR · Q3 2026
Essex LLC
$660M in tracked AUM across 183 positions as of Q3 2026.
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CIK 0001889147 · last filed Sep 30, 2026
AI Analysis · Q3 2026
SEC 13F Filing Analysis: Essex LLC
1. Portfolio Overview
Essex LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 74.6%, rising from $323.37 million to $564.60 million. This substantial increase in assets under management (AUM) is likely driven by a combination of capital inflows and market performance, given the concurrent increase in the number of holdings from 159 to 182.
The po...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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