DOSSIER · 13F-HR · Q1 2026
SCRATCH CAPITAL LLC
$175M in tracked AUM across 45 positions as of Q1 2026.
SC
CIK 0002055324 · last filed Mar 31, 2026
AI Analysis · Q1 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...
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.