DOSSIER · 13F-HR · Q1 2026

Philosophy Capital Management LLC

Philosophy's pension fund based in San Francisco, CA $1.6B in tracked AUM across 43 positions as of Q1 2026.

P
Philosophy·San Francisco, CA·Pension Fund
CIK 0001869199 · last filed Mar 31, 2026
Total AUM
$1.6B
17.2%
vs prior
Holdings
43
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Philosophy Capital Management LLC 13F Filing
1. Portfolio Overview

Philosophy Capital Management LLC manages a concentrated portfolio valued at approximately $1.49 billion as of September 30, 2025. The firm executed a strategy focused on active rotation during the quarter, growing the portfolio's total value by 6.8% (from $1.40B) despite reducing exposure to its largest holding. The portfolio consists of 38 total holdings, suggesting a balance between diversifica...

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
IWM
ISHARES TR
$384M16K23.6%
02
SPY
STATE STR SPDR S&P 500 ETF T
$228M4K14.0%
03
QQQ
INVESCO QQQ TR
$144M3K8.8%
04
COMP
COMPASS INC
$57M6.8M3.5%
05
G9456A100
GOLAR LNG LTD
$54M1.0M3.3%
06
CXW
CORECIVIC INC
$47M2.2M2.9%
07
ET
ENERGY TRANSFER L P
$44M2.3M2.7%
08
Y8162K204
STAR BULK CARRIERS CORP.
$43M1.9M2.6%
09
VST
VISTRA CORP
$37M244K2.3%
10
CPAY
CORPAY INC
$35M119K2.1%

Filing history

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