Arkolith/Funds/Codex Capital Asset Management L.L.C.

Codex Capital Asset Management L.L.C.

CIK 2030542
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Codex Capital Asset Management L.L.C. holds a focused book of 33 reported positions worth $288.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Solstice Adv Materials Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 14% of the reported non-option book.

Opened
2
bought for the first time
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
17
sold some, still holds it
+14 more · largest first
Sold out
1
exited the position entirely

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
64%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

90% mapped to company sectors

Information Technology
41%
Industrials
23%
Financials
14%
Health Care
8%
ETFs / funds
7%
Consumer Discretionary
4%
No sector on file yet
3%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Codex Capital Asset Management L.L.C.

Manager / fundShared namesTheir $ in those
Shanda Asset Management Holdings Ltd5 / 33$2.1B
Donor Advised Charitable Giving, Inc.4 / 33$4.4B
BlueSpruce Investments, LP11 / 33$642.4M
Palidye Holdings (Caymans) Ltd4 / 33$535.4M
Hoffman, Alan N Investment Management9 / 33$154.3M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 33$420.3M
Voyager Global Management LP6 / 33$3.3B
Pangea Capital Gestao de Recursos Ltda.3 / 33$126.2M

Ranked by the share of each fund's own book sitting in the names it shares with Codex Capital Asset Management L.L.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$39.1M195.6K
13.5%
−14%
Reduced · −32K sh
2GEV
COM
$24.2M20.6K
8.4%
−2.7%
Reduced · −580 sh
3General Electric Co
COM NEW
$20.1M53.9K
7.0%
−0.8%
Reduced · −450 sh
4Lilly Eli & Co
COM
$18.8M15.7K
6.5%
−15%
Reduced · −3K sh
5Berkshire Hathaway Inc Del
CL B NEW
$17.6M35.2K
6.1%
+15%
Added · +5K sh
6Microsoft Corp
COM
$14.1M37.7K
4.9%
−2.3%
Reduced · −900 sh
7Meta Platforms Inc
CL A
$14.0M24.9K
4.8%
−2.5%
Reduced · −640 sh
8Alphabet Inc
CAP STK CL A
$13.2M36.8K
4.6%
+1.7%
Added · +610 sh
9SPDR S&P 500 ETF TR
TR UNIT
$12.6M16.9K
4.4%
−2.3%
Reduced · −400 sh
10Alphabet Inc
CAP STK CL C
$12.4M35.0K
4.3%
−1.8%
Reduced · −660 sh
11Amazon Com Inc
COM
$10.9M45.9K
3.8%
Held
12JPMorgan Chase & Co
COM
$9.1M28.1K
3.2%
−26%
Reduced · −10K sh
13Eaton Corp PLC
COM
$8.5M19.9K
2.9%
−0.5%
Reduced · −100 sh
14Broadcom
COM
$7.9M21.0K
2.7%
Held
15Rolls Royce
COM
$7.4M387.0K
2.6%
−0.5%
Reduced · −2K sh
16Mastercard Incorporated
CL A
$7.3M14.2K
2.5%
+0.7%
Added · +100 sh
17Thermo Fisher Scientific Inc
COM
$6.7M13.3K
2.3%
−0.2%
Reduced · −25 sh
18Boeing
COM
$6.3M29.0K
2.2%
+9.4%
Added · +3K sh
19Visa Inc
COM CL A
$6.1M17.8K
2.1%
−0.5%
Reduced · −91 sh
20Invesco QQQ TR
UNIT SER 1
$5.0M6.8K
1.7%
Held
21Honeywell International Inc
COM
$3.9M17.5K
1.4%
−48%
Reduced · −16K sh
22Honeywell Aerospace
COM
$3.9M17.5K
1.3%
Listed
Newly reportable
23Taiwan Semiconductor
COM
$3.8M7.9K
1.3%
+2.6%
Added · +200 sh
24Ishares TR
S&P MC 400GR ETF
$2.6M22.1K
0.9%
−2.0%
Reduced · −450 sh
25Shopify
COM
$2.3M20.5K
0.8%
−16%
Reduced · −4K sh
26Teledyne Technologies
COM
$2.1M3.1K
0.7%
Held
27Intuitive Surgical
COM
$1.9M4.8K
0.7%
+0.6%
Added · +30 sh
28Ge Healthcare
COM
$1.7M26.2K
0.6%
−35%
Reduced · −14K sh
29Vertex Pharma
COM
$1.7M3.4K
0.6%
+12%
Added · +370 sh
30NXP Semi
COM
$1.5M5.5K
0.5%
Held
31Apple Inc
COM
$868K3.0K
0.3%
Held
32Solstice
COM
$665K7.5K
0.2%
New
New position
33American Express
COM
$641K1.9K
0.2%
New
New position
Showing all 33 positions
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Filing history

As-of date vs the date the SEC received each filing

$288.9M · Q2 2026Q3 2024 · $225.5MQ2 2026 · $288.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d33$288.9M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d31$258.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d32$275.2M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d31$265.6M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d33$250.0M13F-HR
Q1 2025Mar 31, 2025May 12, 202542d33$212.2M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d35$226.1M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d36$225.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.