DOSSIER · 13F-HR · Q1 2026

Newbrook Capital Advisors LP

Newbrook's asset manager based in New York, NY $560M in tracked AUM across 16 positions as of Q1 2026.

N
Newbrook·New York, NY·Asset Manager
CIK 0001389875 · last filed Mar 31, 2026
Total AUM
$560M
16.8%
vs prior
Holdings
16
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Newbrook Capital Advisors LP has reported a significant contraction in portfolio size for the quarter ended September 30, 2025. The total portfolio value decreased by 37.5%, dropping from $793.48 million to $496.01 million. This reduction is not solely attributable to market movements but reflects a substantial shift in capital deployment strategy, evidenced by a sharp reduction in the number of holdings from 25 (implied by the exit of 12 positions) to 13. The fund has mo...

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
APO
APOLLO GLOBAL MGMT INC
$75M672K13.4%
02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$69M204K12.3%
03
SATS
ECHOSTAR CORP
$61M518K10.8%
04
HUT
HUT 8 CORP
$51M1.1M9.1%
05
V7780T103
ROYAL CARIBBEAN GROUP
$46M168K8.3%
06
RKT
ROCKET COS INC
$40M2.8M7.2%
07
MTZ
MASTEC INC
$36M113K6.5%
08
QQQ
INVESCO QQQ TR
$32M55K5.7%
09
IWF
ISHARES TR
$31M73K5.6%
10
GE
GE AEROSPACE
$30M106K5.4%

Filing history

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