DOSSIER · 13F-HR · Q1 2026
New Capital Management LP
New's family office based in San Francisco, CA — $406M in tracked AUM across 59 positions as of Q1 2026.
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New·San Francisco, CA·Family Office
CIK 0001696731 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: New Capital Management LP
1. Portfolio Overview
New Capital Management LP reported a significant expansion in its portfolio value for the quarter ending December 31, 2025. The total assets under management (AUM) surged by 45.8%, rising from $273.01M to $398.12M. This substantial growth indicates a combination of strong market performance on existing holdings and substantial capital inflows or reallocation into new positions.
The portfolio consi...
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.
Filing history
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