DOSSIER · 13F-HR · Q1 2026

First Trust Capital Management L.P.

First Trust L.P.'s pension fund based in San Francisco, CA $1.9B in tracked AUM across 197 positions as of Q1 2026.

FT
First Trust L.P.·San Francisco, CA·Pension Fund
CIK 0001604488 · last filed Mar 31, 2026
Total AUM
$1.9B
6.8%
vs prior
Holdings
197
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of First Trust Capital Management L.P. SEC 13F Filing
Portfolio Overview

First Trust Capital Management L.P. reported a significant contraction in portfolio value for the period ending September 30, 2025. The total assets under management (AUM) decreased by 14.9%, falling from $1.48 billion in the previous quarter to $1.26 billion. This reduction is not merely a function of market performance but indicates a substantial restructuring strategy. The firm maintains a d...

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
GTLS
CHART INDS INC
$131M632K6.9%
02
HOLX
HOLOGIC INC
$100M1.3M5.3%
03
SEE
SEALED AIR CORP NEW
$98M2.3M5.2%
04
MASI
MASIMO CORP
$85M479K4.5%
05
EA
ELECTRONIC ARTS INC
$83M406K4.3%
06
TPH
TRI POINTE HOMES INC
$75M1.6M3.9%
07
NSA
NATIONAL STORAGE AFFILIATES
$68M1.8M3.6%
08
AL
AIR LEASE CORP
$63M976K3.3%
09
CWAN
CLEARWATER ANALYTICS HLDGS I
$51M2.2M2.7%
10
TERN
TERNS PHARMACEUTICALS INC
$48M904K2.5%

Filing history

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