Engle Capital Management, L.P. holds a focused book of 20 stocks worth $364.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Suncrete Inc and trimmed Terawulf Inc. Their largest long position is Terawulf Inc at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Engle Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 32 / 20 | $278.2B |
| FMR LLC | 32 / 20 | $152.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 32 / 20 | $101.6B |
| MORGAN STANLEY | 32 / 20 | $68.5B |
| JPMORGAN CHASE & CO | 32 / 20 | $55.0B |
| BANK OF AMERICA CORP /DE/ | 32 / 20 | $39.1B |
| GOLDMAN SACHS GROUP INC | 32 / 20 | $32.1B |
| Bank of New York Mellon Corp | 32 / 20 | $24.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Engle Capital Management, L.P.: 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc COM | $66.6M | 2.70M | 18.3% | ▼−8.6% Reduced · −255K sh | |
| 2 | Cardinal Infrastructure Group CL A | $42.2M | 447.7K | 11.6% | ▲+41% Added · +130K sh | |
| 3 | Construction Partners Inc COM CL A | $35.4M | 298.1K | 9.7% | ▲+45% Added · +93K sh | |
| 4 | BBB Foods Inc CL A COM | $32.3M | 775.6K | 8.9% | ▲+8.5% Added · +61K sh | |
| 5 | Legence Corp CL A | $30.9M | 362.2K | 8.5% | ▼−29% Reduced · −149K sh | |
| 6 | Talen Energy Corp COM | $20.9M | 54.4K | 5.7% | ▼−13% Reduced · −8K sh | |
| 7 | Cipher Digital Inc COM | $18.9M | 771.3K | 5.2% | ▼−0.7% Reduced · −6K sh | |
| 8 | Aercap Holdings NV SHS | $18.6M | 127.8K | 5.1% | ▼−22% Reduced · −36K sh | |
| 9 | Alphabet Inc CL A | $15.4M | 43.0K | 4.2% | ▲+63% Added · +17K sh | |
| 10 | Hut 8 Corp COM | $15.0M | 130.3K | 4.1% | ▼−13% Reduced · −19K sh | |
| 11 | Sterling Infrastructure Inc COM | $14.4M | 17.2K | 4.0% | ▼−35% Reduced · −9K sh | |
| 12 | Stepstone Group Inc COM CL A | $12.4M | 300.0K | 3.4% | ▲+26% Added · +63K sh | |
| 13 | Flowserve Corp COM | $10.6M | 143.0K | 2.9% | ▼−43% Reduced · −107K sh | |
| 14 | Suncrete Inc COM | $6.5M | 288.1K | 1.8% | ▲New New position | |
| 15 | Cameco Corp COM | $5.5M | 54.3K | 1.5% | ▲+76% Added · +24K sh | |
| 16 | Marex Group PLC ORD | $4.8M | 79.0K | 1.3% | ▼−61% Reduced · −122K sh | |
| 17 | Comfort Systems USA Inc COM | $4.8M | 2.4K | 1.3% | ▼−71% Reduced · −6K sh | |
| 18 | Dycom Industries Inc COM | $4.6M | 9.2K | 1.3% | ▲New New position | |
| 19 | Applied Aerospace & Defense COM | $3.3M | 146.8K | 0.9% | ▲New New position | |
| 20 | Carvana Co CL A | $876K | 13.3K | 0.2% | ▲+11% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1684868/holdings"
Use Arkolith to show Engle Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.