DOSSIER · 13F-HR · Q2 2026
SCRATCH CAPITAL LLC
$201M in tracked AUM across 44 positions as of Q2 2026.
SC
CIK 0002055324 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Scratch Capital LLC
1. Portfolio Overview
Scratch Capital LLC reported a significant expansion in its portfolio value during the quarter ending December 31, 2025. The total assets under management (AUM) grew by 27.0%, rising from $120.36 million to $152.82 million. This growth likely results from a combination of market appreciation and substantial capital inflows, evidenced by the creation of 22 new positions.
The portfolio consists of 47 holdin...
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.