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Filers›Hedge Fund›TSG Consumer Partners LP
DOSSIER · 13F-HR · Q1 2026

TSG Consumer Partners LP

TSG Consumer's hedge fund based in San Francisco, CA — $115M in tracked AUM across 1 positions as of Q1 2026.

TC
TSG Consumer·San Francisco, CA·Hedge Fund
CIK 0001910156 · last filed Mar 31, 2026
Total AUM
$115M
▼ 9.2%
vs prior
Holdings
1
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Tech
45% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

TSG Consumer Partners LP presents a highly concentrated and specialized portfolio structure in this SEC 13F filing for the period ending September 30, 2025. The firm manages a total portfolio value of $119.33 million, spread across exactly one holding. This represents a decrease of 25.6% from the previous quarter's value of $160.49 million. The portfolio is characterized by extreme concentration, with 100% of assets allocated to a single equity security. This lack of dive...

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
BROS
Dutch Bros Inc.
$115M2.3M100.0%

Filing history

Filing history loading…
AI Agent · grounded in TSG
haiku-4-5 · 1 positions indexed
Sector mix
  • Tech45%
  • Financials13%
  • Health Care25%
  • Cons. Disc.6%
  • Communications7%
  • Energy14%
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