DOSSIER · 13F-HR · Q1 2026
OnyxPoint Global Management LP
OnyxPoint Global's holding co. based in London, UK — $424M in tracked AUM across 29 positions as of Q1 2026.
OG
OnyxPoint Global·London, UK·Holding Co.
CIK 0001961491 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of OnyxPoint Global Management LP 13F Filing
Portfolio Overview
OnyxPoint Global Management LP manages a concentrated portfolio totaling approximately $411.56 million as of September 30, 2025. The firm employs a high-conviction strategy characterized by a low number of holdings (18), resulting in significant concentration risk but also potential for outsized returns in specific themes. The firm underwent a substantial portfolio contraction this quarter, with total as...
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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