Arkolith/Funds/Euclidean Capital LLC

Euclidean Capital LLC

CIK 1825034
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Euclidean Capital LLC holds a concentrated book of 11 reported positions worth $439.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Teamshares Inc first appears in 13F filings, a listing rather than a purchase. Their largest long position is Vanguard Ftse All-World Ex-U at 62% of the reported non-option book.

Opened
0
bought for the first time
no new positions
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
96%
Top 10 holdings
100%
Top 20 holdings
100%

Excluding Vanguard Ftse All-World Ex-U (62% of the book), the rest is a concentrated book:

Top 5 of the rest
95%
Top 10 of the rest
100%
Top 20 of the rest
100%

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

8% mapped to company sectors

ETFs / funds
92%
Health Care
6%
Consumer Discretionary
2%

+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

No buys this quarter.

Trimmed / exited

No trims or exits this quarter.

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 Euclidean Capital LLC

Manager / fundShared namesTheir $ in those
CBIZ Investment Advisory Services, LLC2 / 11$932.0M
Threadgill Financial, LLC2 / 11$60.5M
Balentine LLC2 / 11$639.1M
5th Street Advisors, LLC2 / 11$57.2M
Mill Creek Capital Advisors, LLC2 / 11$1.0B
Compass Planning Associates Inc2 / 11$38.5M
LPWM LLC2 / 11$68.8M
Lincoln National Corp2 / 11$595.4M

Ranked by the share of each fund's own book sitting in the names it shares with Euclidean Capital LLC: 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.

11 positions
Vanguard Intl Equity Index F is 61.8% of the book
#SecurityValueShares% PortLast moveHistory
1Vanguard Intl Equity Index F
ALLWRLD EX US
$271.6M3.24M
61.8%
Held
2Vanguard Index FDS
VALUE ETF
$113.3M520.0K
25.8%
Held
3Ishares TR
MSCI INDIA ETF
$18.3M369.6K
4.2%
Held
4Oric Pharmaceuticals Inc
COM
$10.7M989.4K
2.4%
Held
5Teamshares Inc
COM
$9.0M1.10M
2.1%
Listed
Newly reportable
6Foghorn Therapeutics Inc
COM
$7.7M1.57M
1.7%
Held
7PMV Pharmaceuticals Inc
COM
$3.5M2.63M
0.8%
Held
8Alector Inc
COM
$2.6M1.31M
0.6%
Held
9Surrozen Inc
COM NEW
$2.3M87.7K
0.5%
Held
10Tenaya Therapeutics Inc
COM
$751K1.02M
0.2%
Held
11Surrozen Inc
*W EXP 08/01/203
$3K170.8K
<0.1%
Held
Showing all 11 positions
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Filing history

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

$439.8M · Q2 2026Q2 2025 · $305.7MQ2 2026 · $439.8M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d11$439.8M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d10$392.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d12$369.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d11$238.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d11$305.7M13F-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.