Arkolith/Funds/Pier 88 Investment Partners LLC

Pier 88 Investment Partners LLC

CIK 1697366
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Pier 88 Investment Partners LLC holds a diversified book of 110 stocks worth $420.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Alphabet Inc and trimmed HP Enterprise Co. Their largest long position is Etsy Inc at 7% of the equity book.

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Use Arkolith to show PIER 88 INVESTMENT PARTNERS LLC's latest
holdings, largest changes, and filing provenance.
Opened
83
new positions
Added to
25
existing
Trimmed
53
reduced
Sold out
20
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
53%
Top 20 holdings
79%

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

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
4%
Industrials
3%
Real Estate
2%
Health Care
2%
Materials
1%
Energy
0%
Communication Services
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
  • ALPHABET INC
    New$20.2M
  • WEC ENERGY GROUP INCWEC 4.375 06/01/29
    +114%$11.2M
  • ALLIANT ENERGY CORP
    New$11.0M
  • SOUTHERN COSO 4.5 06/15/27
    +322%$10.0M
  • CLOUDFLARE INC
    New$6.4M
  • +87%$4.6M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Pier 88 Investment Partners LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO76 / 80$38.6B
MORGAN STANLEY75 / 80$58.9B
BlackRock, Inc.74 / 80$213.6B
FMR LLC74 / 80$109.4B
STATE STREET CORP73 / 80$97.7B
BANK OF AMERICA CORP /DE/73 / 80$43.4B
WELLS FARGO & COMPANY/MN73 / 80$13.3B
UBS Group AG70 / 80$15.9B

Ranked by how many of Pier 88 Investment Partners LLC's top 80 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.

110 positions
#SecurityValueShares% PortLast moveHistory
1Etsy Inc
NOTE 0.250% 6/1
$27.5M30.14M
6.5%
Held
2Global PMTS Inc
NOTE 1.500% 3/0
$25.6M28.55M
6.1%
Held
3PPL Cap FDG Inc
NOTE 2.875% 3/1
$24.0M21.13M
5.7%
Held
4NextEra Energy Inc
UNIT 11/01/2027
$22.8M458.3K
5.4%
Held
5Wec Energy Group Inc
NOTE 4.375% 6/0
$21.0M16.98M
5.0%
+114%
Added · +9.0M sh
6Bank Of Amer Corp 7.25 Percentage CNV PFD L
CONVERTIBLE PREFERRED
$20.4M16.3K
4.8%
+19%
Added · +3K sh
7Meritage Homes Corp
NOTE 1.750% 5/1
$20.4M19.76M
4.8%
Held
8Uber Technologies Inc
NOTE 0.875%12/0
$20.3M16.98M
4.8%
+29%
Added · +3.8M sh
9Alphabet Inc
DEP SHS RP1/20 A ADDED
$20.2M396.7K
4.8%
New
New position
10Wells Fargo & Co Perp PFD CNV A
CONVERTIBLE PREFERRED
$18.8M16.3K
4.5%
+20%
Added · +3K sh
11Shift4 PMTS Inc
NOTE 0.500% 8/0
$17.8M18.73M
4.2%
+15%
Added · +2.4M sh
12Euronet Worldwide Inc
NOTE 0.750% 3/1
$13.6M16.08M
3.2%
Held
13Southern Co
NOTE 4.500% 6/1
$13.1M11.91M
3.1%
+322%
Added · +9.1M sh
14Hewlett Packard Enterprise C 7.625 Mand Conv
CONVERTIBLE PREFERRED
$11.3M97.9K
2.7%
−61%
Reduced · −156K sh
15Alliant Energy Corp
NOTE 3.250% 5/3 ADDED
$11.0M9.98M
2.6%
New
New position
16Ares Management Corporation 6.75 SE B PFD
CONVERTIBLE PREFERRED
$10.1M276.2K
2.4%
+18%
Added · +41K sh
17Welltower Inc
COM
$9.9M43.8K
2.4%
+87%
Added · +20K sh
18KKR & Co Inc 6.25 Con Ser D
CONVERTIBLE PREFERRED
$9.4M235.8K
2.2%
Held
19Boeing Co Dep Conv PFD A
CONVERTIBLE PREFERRED
$7.3M107.9K
1.7%
+11%
Added · +11K sh
20Datadog Inc
NOTE 12/0
$7.1M5.02M
1.7%
+29%
Added · +1.1M sh
21Guardant Health Inc
NOTE 11/1
$6.8M5.43M
1.6%
+165%
Added · +3.4M sh
22Apollo Global Mgmt Inc Ser A Mand CNV
CONVERTIBLE PREFERRED
$6.4M104.7K
1.5%
Held
23Cloudflare Inc
NOTE 6/1 ADDED
$6.4M5.02M
1.5%
New
New position
24Halozyme Therapeutics Inc
NOTE 0.250% 3/0
$5.7M5.11M
1.3%
+72%
Added · +2.1M sh
25Moog Inc
CL A
$5.6M13.1K
1.3%
+212%
Added · +9K sh
26Western Digital Corp
COM
$5.5M8.6K
1.3%
+115%
Added · +5K sh
27Draftkings Inc New
NOTE 3/1
$5.4M5.78M
1.3%
Held
28Itt Inc
COM
$4.3M21.9K
1.0%
−17%
Reduced · −5K sh
29Nutanix Inc
NOTE 0.500%12/1
$3.9M4.00M
0.9%
+147%
Added · +2.4M sh
30Ati Inc
COM
$3.5M18.0K
0.8%
Held
31On Semiconductor Corp
NOTE 0.500% 3/0
$3.3M2.71M
0.8%
−73%
Reduced · −7.2M sh
32Bloom Energy Corp
COM CL A
$1.1M3.6K
0.3%
−43%
Reduced · −3K sh
33Guardant Health Inc
COM
$960K6.4K
0.2%
−22%
Reduced · −2K sh
34Joby Aviation Inc
NOTE 0.750% 2/1
$913K1.01M
0.2%
New
New position
35Krystal Biotech Inc
COM
$892K2.4K
0.2%
−31%
Reduced · −1K sh
36Datadog Inc
CL A COM
$885K3.4K
0.2%
−21%
Reduced · −900 sh
37Select Water Solutions Inc
CL A COM
$853K42.7K
0.2%
−57%
Reduced · −57K sh
38Ligand Pharmaceuticals Inc
COM NEW
$822K2.6K
0.2%
−68%
Reduced · −5K sh
39Astera Labs Inc
COM
$821K1.7K
0.2%
−67%
Reduced · −3K sh
40Lattice Semiconductor Corp
COM
$734K4.8K
0.2%
−63%
Reduced · −8K sh
41Cloudflare Inc
CL A COM
$711K2.9K
0.2%
+32%
Added · +700 sh
42Madrigal Pharmaceuticals Inc
COM
$698K1.3K
0.2%
+8.3%
Added · +100 sh
43Halozyme Therapeutics Inc
COM
$665K8.5K
0.2%
−55%
Reduced · −11K sh
44Ies Holdings Inc
COM
$661K900
0.2%
−53%
Reduced · −1K sh
45Red Violet Inc
COM
$650K10.2K
0.2%
−34%
Reduced · −5K sh
46Astronics Corp
COM
$634K7.8K
0.2%
−56%
Reduced · −10K sh
47Navan Inc
CL A
$629K27.5K
0.1%
New
New position
48Abcellera Biologics Inc
COM
$627K79.9K
0.1%
−33%
Reduced · −40K sh
49Credo Technology Group Holdi
ORDINARY SHARES
$625K2.3K
0.1%
New
New position
50Ionq Inc
COM
$623K11.7K
0.1%
New
New position
Showing 50 of 110 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026110$420.7M13F-HR
Q1 2026Mar 31, 2026Jul 31, 2026112$389.7M13F-HR/A
Q4 2025Dec 31, 2025Feb 4, 2026117$447.3M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025113$533.5M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025105$537.8M13F-HR
Q1 2025Mar 31, 2025May 6, 2025104$521.2M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202596$508.1M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202491$453.9M13F-HR
Amended / restated
  • Q1 2026 · filed May 11, 202613F-HR · superseded

Data source

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.