DOSSIER · 13F-HR · Q2 2026
New Capital Management LP
$439M in tracked AUM across 60 positions as of Q2 2026.
NC
CIK 0001696731 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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