Arkolith/Funds/PSG Equity L.L.C.

PSG Equity L.L.C.

CIK 1865991Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

PSG Equity L.L.C. holds a concentrated book of 1 reported position worth $859.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). Their largest long position is Evercommerce Inc at 100% of the reported non-option book. Cloning the disclosed picks since 2024 would be -38% (-22.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
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

Growth of $10,000: cloning the disclosed book

If you'd copied them
-37.8%
-22.6%/yr · since Nov '24
Their reported book
-38.8%
held from quarter-end
S&P 500
+31.6%
same window
$6K$8K$10K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
PSG Equity L.L.C. (copied at disclosure) S&P 500

Growth of $10,000 cloning PSG Equity L.L.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

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

100% mapped to company sectors

Information Technology
100%

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.

Holdings: largest first

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

1 positions
#SecurityValueShares% PortLast moveHistory
1EverCommerce Inc
COM
$859.8M85.46M
100.0%
—Held
Showing all 1 positions
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Filing history

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

$1.0B · Q4 2025Q3 2024 · $885.4MQ2 2026 · $859.8M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d1$859.8M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d1$976.9M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d1$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d1$951.2M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202537d1$897.4M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d1$861.5M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202537d1$941.0M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202437d1$885.4M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.