DOSSIER · 13F-HR · Q1 2026

Woodson Capital Management, LP

Woodson's hedge fund based in San Francisco, CA $636M in tracked AUM across 31 positions as of Q1 2026.

W
Woodson·San Francisco, CA·Hedge Fund
CIK 0001697848 · last filed Mar 31, 2026
Total AUM
$636M
2.8%
vs prior
Holdings
31
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Woodson Capital Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
G0260P102
AMER SPORTS INC
$60M1.8M9.4%
02
RDDT
REDDIT INC
$60M442K9.4%
03
AMZN
AMAZON COM INC
$47M227K7.4%
04
TPR
TAPESTRY INC
$38M270K6.0%
05
XYZ
BLOCK INC
$35M579K5.5%
06
SG
SWEETGREEN INC
$35M6.7M5.5%
07
TSLA
TESLA INC
$32M86K5.0%
08
LUXE
LUXEXPERIENCE BV
$30M3.7M4.7%
09
QXO
QXO INC
$28M1.4M4.3%
10
REAL
THE REALREAL INC
$24M2.7M3.8%

Filing history

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