New Capital Management LP

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...