Arkolith/Funds/Square Wave Capital, LLC

Square Wave Capital, LLC

CIK 2077145
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Square Wave Capital, LLC holds a concentrated book of 12 stocks worth $413.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ati Inc and trimmed Marriott International -CL A. Their largest long position is Marriott International -CL A at 17% of the equity book.

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Use Arkolith to show Square Wave Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
1
existing
Trimmed
6
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
70%
Top 10 holdings
97%
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.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
30%
Financials
23%
Information Technology
23%
Materials
17%
Industrials
7%

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 Square Wave Capital, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.14 / 12$346.3B
STATE STREET CORP14 / 12$177.0B
FMR LLC14 / 12$166.9B
GEODE CAPITAL MANAGEMENT, LLC14 / 12$109.2B
MORGAN STANLEY14 / 12$84.4B
JPMORGAN CHASE & CO14 / 12$63.7B
PRICE T ROWE ASSOCIATES INC /MD/14 / 12$57.2B
NORTHERN TRUST CORP14 / 12$46.0B

Ranked by how many of Square Wave Capital, LLC's top 12 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.

12 positions
#SecurityValueShares% PortLast moveHistory
1Marriott Intl Inc New
CL A
$70.1M214.2K
17.0%
−2.2%
Reduced · −5K sh
2Tradeweb MKTS Inc
CL A
$58.2M494.8K
14.1%
−5.8%
Reduced · −31K sh
3Amazon Com Inc
COM
$54.9M263.4K
13.3%
+41%
Added · +77K sh
4Ati Inc
COM
$53.3M366.4K
12.9%
New
New position
5ASML Hldg NV
N Y REGISTRY SHS
$51.1M38.7K
12.4%
New
New position
6Moodys Corp
COM
$37.7M86.5K
9.1%
−25%
Reduced · −29K sh
7Alphabet Inc
CAP STK CL A
$29.6M102.8K
7.2%
−14%
Reduced · −17K sh
8Mastec Inc
COM
$19.5M60.6K
4.7%
New
New position
9Carpenter Technology Corp
COM
$18.1M46.0K
4.4%
New
New position
10Micron Technology Inc
COM
$8.9M26.3K
2.1%
New
New position
11Fair Isaac Corp
COM
$7.6M7.1K
1.8%
−83%
Reduced · −35K sh
12Veeva Sys Inc
CL A COM
$4.4M25.2K
1.1%
−90%
Reduced · −227K sh
Showing all 12 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202612$413.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20269$430.2M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20258$273.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20257$104.3M13F-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.