Arkolith/Funds/Larch Capital Partners LLC

Larch Capital Partners LLC

CIK 2112646Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Larch Capital Partners LLC holds a concentrated book of 53 stocks worth $690.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Nu Holdings Ltd/cayman Isl-A. Their largest long position is Nu Holdings Ltd/cayman Isl-A at 74% of the equity book.

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Use Arkolith to show LARCH CAPITAL PARTNERS LLC's latest
holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
12
existing
Trimmed
7
reduced
Sold out
3
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
80%
Top 10 holdings
86%
Top 20 holdings
94%

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

Direct sector allocation

80% mapped to company sectors

Financials
77%
ETF / fund or unclassified
20%
Materials
2%
Energy
1%
Consumer Staples
0%
Information Technology
0%
Consumer Discretionary
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Larch Capital Partners LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY56 / 53$151.3B
WELLS FARGO & COMPANY/MN56 / 53$62.1B
LPL Financial LLC56 / 53$50.2B
ROYAL BANK OF CANADA56 / 53$42.1B
OSAIC HOLDINGS, INC.56 / 53$8.0B
Farther Finance Advisors, LLC56 / 53$1.9B
BANK OF AMERICA CORP /DE/55 / 53$154.3B
JPMORGAN CHASE & CO55 / 53$130.8B

Ranked by how many of Larch Capital Partners LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

53 positions
#SecurityValueShares% PortLast moveHistory
1Nu Hldgs Ltd
ORD SHS CL A
$513.8M35.76M
74.5%
−1.2%
Reduced · −434K sh
2Ishares TR
CORE S&P500 ETF
$11.6M17.8K
1.7%
New
New position
3Ishares TR
7-10 YR TRSY BD
$10.1M105.5K
1.5%
New
New position
4Vale S A
SPONSORED ADS
$10.0M626.5K
1.4%
−54%
Reduced · −748K sh
5Invesco Exchange Traded FD T
S&P500 EQL WGT
$9.4M48.9K
1.4%
+4.4%
Added · +2K sh
6Ishares Gold TR
ISHARES NEW
$8.2M92.8K
1.2%
New
New position
7Ishares TR
MSCI ACWI ETF
$8.0M58.1K
1.2%
+0.2%
Added · +108 sh
8Ishares Inc
MSCI EMRG CHN
$8.0M101.2K
1.2%
+0.5%
Added · +547 sh
9Banco Bradesco S A
SP ADR PFD NEW
$7.6M1.98M
1.1%
−12%
Reduced · −276K sh
10J P Morgan Exchange Traded F
INCOME ETF
$6.7M145.4K
1.0%
+3.3%
Added · +5K sh
11Vanguard Scottsdale FDS
INT-TERM CORP
$6.7M80.8K
1.0%
New
New position
12Petroleo Brasileiro S A
SPONSORED ADR
$6.6M318.0K
1.0%
−50%
Reduced · −314K sh
13Vanguard Whitehall FDS
EM MK GOV BD ETF
$6.2M94.7K
0.9%
+0.1%
Added · +58 sh
14Ishares TR
3 7 YR TREAS BD
$5.7M47.9K
0.8%
New
New position
15First TR Exch Traded FD III
PFD SECS INC ETF
$5.6M314.9K
0.8%
+9.7%
Added · +28K sh
16Ishares TR
JPMORGAN USD EMG
$5.1M54.8K
0.7%
+6.9%
Added · +4K sh
17Ishares TR
CORE MSCI EURO
$4.6M65.7K
0.7%
Held
18Pimco ETF TR
0-5 HIGH YIELD
$4.4M46.8K
0.6%
New
New position
19Ishares Inc
MSCI JAPAN ETF
$4.3M50.7K
0.6%
Held
20Ishares TR
0-5YR HI YL CP
$4.1M97.1K
0.6%
+0.2%
Added · +192 sh
21Ishares TR
MSCI EMG MKT ETF
$3.7M65.8K
0.5%
Held
22Ishares TR
GLOBAL TECH ETF
$3.6M36.0K
0.5%
+3.1%
Added · +1K sh
23BlackRock ETF Trust II
ISHARES FLEXIBLE
$3.6M68.5K
0.5%
New
New position
24Vaneck ETF Trust
PREFERRED SECURT
$3.1M176.4K
0.4%
+5.5%
Added · +9K sh
25Ishares TR
PUT
$3.0M23.9K
0.4%
New
New position
26Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.0M46.4K
0.4%
+13%
Added · +5K sh
27Ishares TR
INVESTMENT GRADE
$2.9M63.7K
0.4%
New
New position
28Petroleo Brasileiro S A
SP ADR NON VTG
$2.7M144.6K
0.4%
New
New position
29Ishares TR
MSCI AC ASIA ETF
$2.4M24.7K
0.3%
Held
30Ishares TR
MSCI USA QLT FCT
$2.3M11.9K
0.3%
+0.9%
Added · +104 sh
31J P Morgan Exchange Traded F
HEDGED EQUITY LA
$2.2M34.6K
0.3%
−17%
Reduced · −7K sh
32Ishares TR
MSCI INDIA ETF
$1.5M31.0K
0.2%
Held
33Vanguard Index FDS
S&P 500 ETF SHS
$965K1.6K
0.1%
New
New position
34SPDR Index SHS FDS
SST SPDR MSCI
$954K23.5K
0.1%
Held
35JBS N.V.
CL A SHS
$844K47.0K
0.1%
−34%
Reduced · −24K sh
36State STR SPDR S&P 500 ETF T
TR UNIT
$726K1.1K
0.1%
−59%
Reduced · −2K sh
37Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$519K9.6K
0.1%
Held
38Invesco QQQ TR
UNIT SER 1
$517K896
0.1%
New
New position
39Ishares TR
1 3 YR TREAS BD
$512K6.2K
0.1%
New
New position
40Ishares TR
FLTG RATE NT ETF
$510K10.0K
0.1%
Held
41Vanguard Index FDS
TOTAL STK MKT
$498K1.6K
0.1%
New
New position
42Ishares TR
CORE US AGGBD ET
$488K4.9K
0.1%
New
New position
43Gerdau Sa
SPON ADR REP PFD
$484K134.1K
0.1%
New
New position
44J P Morgan Exchange Traded F
ULTRA SHRT ETF
$418K8.3K
0.1%
Held
45Pimco ETF TR
COMMODITY STRAT
$344K10.7K
0.0%
New
New position
46SPDR Series Trust
STATE STREET SPD
$334K11.1K
0.0%
Held
47Ishares TR
MSCI ACWI EX US
$279K4.1K
0.0%
New
New position
48Ishares TR
NATIONAL MUN ETF
$255K2.4K
0.0%
New
New position
49Vanguard Intl Equity Index F
FTSE EUROPE ETF
$243K3.0K
0.0%
Held
50Janus Detroit STR TR
HENDRSON AAA CL
$232K4.6K
0.0%
Held
Showing 50 of 53 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202653$690.0M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202634$729.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.