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

Highlander Partners, L.P.

$256M in tracked AUM across 47 positions as of Q1 2026.

HP
CIK 0001903866 · last filed Mar 31, 2026
Total AUM
$256M
as of Q1 2026
Holdings
47
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Highlander Partners, L.P. 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
VRT
VERTIV HOLDINGS CO
$66M264K25.8%02
BX
BLACKSTONE INC
$27M239K10.7%03
KEYS
KEYSIGHT TECHNOLOGIES INC
$22M79K8.8%04
AMZN
AMAZON COM INC
$22M104K8.5%05
PSN
PARSONS CORP DEL
$14M256K5.4%06
TCBI
TEXAS CAP BANCSHARES INC
$12M124K4.6%07
MIRM
MIRUM PHARMACEUTICALS INC
$11M123K4.4%08
DHR
DANAHER CORP DEL
$11M58K4.3%09
BABA
ALIBABA GROUP HLDG LTD
$11M87K4.3%10
SPXC
SPX TECHNOLOGIES INC
$10M52K4.1%

Filing history

2026Q1Mar 31
$256M▼ 8.3%
47 positionsView →2025Q4Dec 31
$279M▼ 2.8%
68 positionsView →2025Q3Sep 30
$287M▲ 10.1%
52 positionsView →2025Q2Jun 30
$260M▲ 126.8%
53 positionsLocked2025Q1Mar 31
$115M▼ 34.8%
29 positionsLocked2024Q4Dec 31
$176M▲ 4.0%
41 positionsLocked2024Q3Sep 30
$169M▲ 12.6%
45 positionsLocked2024Q2Jun 30
$150M▲ 4.2%
40 positionsLocked2024Q1Mar 31
$144M▲ 15.3%
42 positionsLocked2023Q4Dec 31
$125M▲ 23.5%
25 positionsLocked2023Q3Sep 30
$101M▲ 13.9%
26 positionsLocked2023Q2Jun 30
$89M▲ 20.4%
26 positionsLocked
Showing 12 of 17