Resolute Capital Asset Partners LLC holds a focused book of 48 reported positions worth $234.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Octave Intelligence-CL B first appears in 13F filings, a listing rather than a purchase; they opened Ascendis Pharma A/s and trimmed Andersons Inc. Their largest long position is Ascendis Pharma A/s at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+22.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +33.2%, a 8.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Resolute Capital Asset Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Resolute Capital Asset Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Horizon Kinetics Asset Management LLC | 15 / 48 | $4.4B |
| DDD Partners, LLC | 9 / 48 | $546.2M |
| Torrey Growth & Income Advisors | 11 / 48 | $98.1M |
| Progeny 3, Inc. | 6 / 48 | $579.8M |
| R.m.sincerbeaux Capital Management LLC | 5 / 48 | $53.4M |
| Skandinaviska Enskilda Banken AB (publ) | 5 / 48 | $706.3M |
| Generation Investment Management LLP | 4 / 48 | $2.7B |
| David Tepper | 5 / 48 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Resolute Capital Asset Partners 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ascendis Pharma A/S COM | $31.6M | 118.6K | 13.5% | ▲New New position | |
| 2 | Andersons Inc COM | $17.9M | 261.0K | 7.6% | ▼−3.3% Reduced · −9K sh | |
| 3 | Amazon.Com Inc COM | $13.1M | 55.0K | 5.6% | ▲+60% Added · +21K sh | |
| 4 | argenx SE COM | $11.1M | 12.0K | 4.8% | ▲New New position | |
| 5 | Spotify Technology Sa COM | $8.0M | 17.5K | 3.4% | ▲New New position | |
| 6 | Texas Pacific Land Corp COM | $7.7M | 17.5K | 3.3% | ▼−31% Reduced · −8K sh | |
| 7 | Legend Biotech Corp COM | $7.5M | 260.9K | 3.2% | ▲New New position | |
| 8 | Clean Harbors Inc COM | $7.5M | 25.0K | 3.2% | ▲+25% Added · +5K sh | |
| 9 | Life Time Group Holdings Inc COM | $6.9M | 170.0K | 3.0% | ▲+36% Added · +45K sh | |
| 10 | Agilysys Inc COM | $6.8M | 65.0K | 2.9% | ▲New New position | |
| 11 | United Airlines Holdings Inc COM | $5.6M | 41.3K | 2.4% | ▲+107% Added · +21K sh | |
| 12 | Qualcomm Inc COM | $5.5M | 30.0K | 2.4% | ▲New New position | |
| 13 | Darling Ingredients Inc COM | $5.2M | 95.0K | 2.2% | ▲+12% Added · +10K sh | |
| 14 | Universal Technical Institute Inc COM | $5.2M | 121.3K | 2.2% | ▲+70% Added · +50K sh | |
| 15 | Versigent Ltd COM | $5.0M | 120.0K | 2.2% | ▲New New position | |
| 16 | Valvoline Inc COM | $4.9M | 125.0K | 2.1% | ▲+67% Added · +50K sh | |
| 17 | Novanta Inc COM | $4.9M | 30.0K | 2.1% | ▲New New position | |
| 18 | York Space Systems Inc COM | $4.5M | 184.2K | 1.9% | ▼−9.8% Reduced · −20K sh | |
| 19 | Boeing Co COM | $4.3M | 20.0K | 1.8% | ▲New New position | |
| 20 | Williams Companies Inc COM | $3.7M | 50.0K | 1.6% | —Held | |
| 21 | Forgent Power Solutions Inc COM | $3.6M | 65.0K | 1.6% | ▲+39% Added · +18K sh | |
| 22 | EQT Corp COM | $3.5M | 66.4K | 1.5% | —Held | |
| 23 | Mirum Pharmaceuticals Inc COM | $3.5M | 30.0K | 1.5% | ▲New New position | |
| 24 | Crane Co COM | $3.3M | 15.0K | 1.4% | ▼−14% Reduced · −3K sh | |
| 25 | Amrize Ag COM | $3.2M | 60.0K | 1.4% | ▼−20% Reduced · −15K sh | |
| 26 | APi Group Corp COM | $3.2M | 75.0K | 1.4% | ▼−17% Reduced · −15K sh | |
| 27 | CECO Environmental Corp COM | $3.2M | 35.0K | 1.4% | ▲New New position | |
| 28 | Vistra Corp COM | $3.2M | 20.0K | 1.4% | ▼−33% Reduced · −10K sh | |
| 29 | Celcuity Inc COM | $3.1M | 30.0K | 1.3% | ▲New New position | |
| 30 | NRG Energy Inc COM | $2.9M | 20.0K | 1.2% | ▼−56% Reduced · −25K sh | |
| 31 | Arrow Electronics Inc COM | $2.8M | 13.1K | 1.2% | ▲New New position | |
| 32 | SLB Ltd COM | $2.8M | 60.0K | 1.2% | —Held | |
| 33 | Charles Schwab Corp COM | $2.8M | 30.0K | 1.2% | ▼−65% Reduced · −55K sh | |
| 34 | Victoria's Secret & Co COM | $2.5M | 30.0K | 1.1% | ▲New New position | |
| 35 | Walker & Dunlop Inc COM | $2.5M | 45.0K | 1.1% | ▲New New position | |
| 36 | First American Financial Corp COM | $2.4M | 35.0K | 1.0% | ▼−42% Reduced · −25K sh | |
| 37 | Abivax Sa COM | $2.3M | 17.5K | 1.0% | ▲New New position | |
| 38 | UnitedHealth Group Inc COM | $2.1M | 5.0K | 0.9% | ▲New New position | |
| 39 | Cameco Corp COM | $2.0M | 20.0K | 0.9% | ▲New New position | |
| 40 | Kodiak Sciences Inc COM | $2.0M | 51.4K | 0.9% | ▼−49% Reduced · −49K sh | |
| 41 | BWX Technologies Inc COM | $1.9M | 10.0K | 0.8% | ▲New New position | |
| 42 | Microsoft Corp COM | $1.9M | 5.0K | 0.8% | ▲New New position | |
| 43 | Enterprise Products Partners LP COM | $1.8M | 50.0K | 0.8% | —Held | |
| 44 | Replimune Group Inc COM | $1.4M | 125.0K | 0.6% | ▲New New position | |
| 45 | Fox Corp COM | $1.3M | 25.0K | 0.6% | ▲New New position | |
| 46 | NextNav Inc COM | $892K | 50.0K | 0.4% | ▲New New position | |
| 47 | Mission Produce Inc COM | $590K | 50.0K | 0.3% | ▲New New position | |
| 48 | Octave Intelligence Public Limited COM | $163K | 10.0K | 0.1% | →Listed Newly reportable |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
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.