Odyssean, LLC holds a diversified book of 418 stocks worth $273.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Boston Beer Company Inc-A and trimmed Vicor Corp. Their largest long position is United Therapeutics Corp at 1% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2092853/holdings"
Use Arkolith to show Odyssean, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del COM | $1.8M | 3.1K | 0.7% | ▲+106% Added · +2K sh | |
| 2 | Lyondellbasell Industries NV SHS - A - | $1.8M | 22.0K | 0.6% | ▲+40% Added · +6K sh | |
| 3 | Matador Res Co COM | $1.7M | 27.2K | 0.6% | ▲+49% Added · +9K sh | |
| 4 | Permian Resources Corp CLASS A COM | $1.7M | 79.5K | 0.6% | ▲+44% Added · +24K sh | |
| 5 | Freedom Holding Corp COM | $1.7M | 11.5K | 0.6% | ▲+98% Added · +6K sh | |
| 6 | Netscout Sys Inc COM | $1.6M | 49.8K | 0.6% | ▲+83% Added · +23K sh | |
| 7 | Royalty Pharma PLC SHS CLASS A | $1.6M | 32.8K | 0.6% | ▲+73% Added · +14K sh | |
| 8 | Axsome Therapeutics Inc. COM | $1.6M | 9.3K | 0.6% | ▲+86% Added · +4K sh | |
| 9 | Iac Inc COM NEW | $1.5M | 38.6K | 0.6% | ▲+104% Added · +20K sh | |
| 10 | Life Time Group Holdings Inc COMMON STOCK | $1.5M | 57.3K | 0.6% | ▲+104% Added · +29K sh | |
| 11 | Ubiquiti Inc COM | $1.5M | 1.9K | 0.6% | ▲+45% Added · +601 sh | |
| 12 | Viking Holdings Ltd ORD SHS | $1.5M | 20.7K | 0.6% | ▲+100% Added · +10K sh | |
| 13 | Monolithic PWR Sys Inc COM | $1.5M | 1.4K | 0.6% | ▲+77% Added · +605 sh | |
| 14 | American WTR WKS Co Inc New COM | $1.5M | 11.1K | 0.6% | ▲+94% Added · +5K sh | |
| 15 | Regeneron Pharmaceuticals COM | $1.5M | 2.0K | 0.6% | ▲+102% Added · +989 sh | |
| 16 | Madison Square GRDN SPRT Cor CL A | $1.5M | 4.7K | 0.6% | ▲+61% Added · +2K sh | |
| 17 | Air Lease Corp CL A | $1.5M | 23.2K | 0.5% | ▲+98% Added · +11K sh | |
| 18 | Tri Pointe Homes Inc COM | $1.5M | 32.0K | 0.5% | ▲+36% Added · +8K sh | |
| 19 | Kodiak Gas Svcs Inc COM | $1.5M | 25.6K | 0.5% | ▲+25% Added · +5K sh | |
| 20 | Boston Beer Inc CL A | $1.5M | 6.5K | 0.5% | ▲New New position | |
| 21 | Duke Energy Corp New COM NEW | $1.5M | 11.4K | 0.5% | ▲New New position | |
| 22 | Madison Square Garden Entmt COM CL A | $1.5M | 25.2K | 0.5% | ▲+79% Added · +11K sh | |
| 23 | Southern Co COM | $1.5M | 15.4K | 0.5% | ▲+82% Added · +7K sh | |
| 24 | Nicolet Bankshares Inc COM | $1.5M | 10.0K | 0.5% | ▲+62% Added · +4K sh | |
| 25 | Essent Group Ltd COM | $1.5M | 25.2K | 0.5% | ▲+118% Added · +14K sh | |
| 26 | Moelis & Co CL A | $1.5M | 25.7K | 0.5% | ▲+142% Added · +15K sh | |
| 27 | Home Bancshares Inc COM | $1.5M | 54.3K | 0.5% | ▲+106% Added · +28K sh | |
| 28 | Apple Inc COM | $1.5M | 5.8K | 0.5% | ▲+107% Added · +3K sh | |
| 29 | Dell Technologies Inc CL C | $1.5M | 8.9K | 0.5% | ▲+51% Added · +3K sh | |
| 30 | Verisign Inc COM | $1.5M | 5.9K | 0.5% | ▲+95% Added · +3K sh | |
| 31 | Fortinet Inc COM | $1.4M | 17.7K | 0.5% | ▲+147% Added · +11K sh | |
| 32 | Terreno Rlty Corp COM | $1.4M | 23.5K | 0.5% | ▲+86% Added · +11K sh | |
| 33 | Penumbra Inc COM | $1.4M | 4.4K | 0.5% | ▲+83% Added · +2K sh | |
| 34 | American Elec PWR Co Inc COM | $1.4M | 11.0K | 0.5% | ▲New New position | |
| 35 | Intercontinental Exchange In COM | $1.4M | 9.1K | 0.5% | ▲+97% Added · +5K sh | |
| 36 | Phillips Edison & Co Inc COMMON STOCK | $1.4M | 38.4K | 0.5% | ▲+84% Added · +18K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 3.0K | 0.5% | ▲New New position | |
| 38 | Alphabet Inc CAP STK CL A | $1.4M | 5.0K | 0.5% | ▲+112% Added · +3K sh | |
| 39 | Supernus Pharmaceuticals COM | $1.4M | 27.6K | 0.5% | ▲+87% Added · +13K sh | |
| 40 | Amazon Com Inc COM | $1.4M | 6.8K | 0.5% | ▲+112% Added · +4K sh | |
| 41 | Nvidia Corporation COM | $1.4M | 8.2K | 0.5% | ▲+105% Added · +4K sh | |
| 42 | Interparfums Inc COM | $1.4M | 15.6K | 0.5% | ▲+76% Added · +7K sh | |
| 43 | Ultragenyx Pharmaceutical In COM | $1.4M | 67.4K | 0.5% | ▲+203% Added · +45K sh | |
| 44 | Invitation Homes Inc COM | $1.4M | 56.7K | 0.5% | ▲+109% Added · +30K sh | |
| 45 | Chefs Whse Inc COM | $1.4M | 23.7K | 0.5% | ▲+98% Added · +12K sh | |
| 46 | Procter & Gamble Co COM | $1.4M | 9.7K | 0.5% | ▲New New position | |
| 47 | Amneal Pharmaceuticals Inc COM STK CL A | $1.4M | 112.9K | 0.5% | ▲+92% Added · +54K sh | |
| 48 | Masimo Corp COM | $1.4M | 7.8K | 0.5% | ▲New New position | |
| 49 | Broadcom Inc COM | $1.4M | 4.5K | 0.5% | ▲New New position | |
| 50 | Airbnb Inc COM CL A | $1.4M | 11.0K | 0.5% | ▲+98% Added · +5K sh |
As-of date vs the date the SEC received each filing
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.