Susquehanna Capital Management, LLC holds a concentrated book of 1 stock worth $146.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Payoneer Global Inc at 100% of the equity book. Cloning the disclosed picks since 2024 would be -23% (-14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned -6.0%, a 17.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Susquehanna Capital Management, 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: concentrated 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
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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Payoneer Global Inc COM | $146.3M | 20.55M | 100.0% | —Held |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1879628/holdings"
Use Arkolith to show Susquehanna Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 2 | $146.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 2 | $99.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 2 | $115.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2 | $152.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2 | $173.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 2 | $184.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 2 | $253.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 1 | $48.8M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.