Arkolith/Funds/Thoma Capital Management LLC

Thoma Capital Management LLC

CIK 2060298
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Thoma Capital Management LLC holds a concentrated book of 53 reported positions worth $187.5M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Air Products & Chemicals Inc and trimmed SS Technology Select Sector. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 26% of the reported non-option book. Cloning the disclosed picks since 2025 would be +31% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.6%
+19.7%/yr · since Mar '25
Their reported book
+21.9%
held from quarter-end
S&P 500
+38.5%
same window
$9K$10K$11K$13K$14KMar '25Jul '25Oct '25Feb '26May '26Sep '26
Thoma Capital Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 8.8 points over this window.

Growth of $10,000 cloning Thoma Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 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
71%
Top 10 holdings
82%
Top 20 holdings
89%

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

22% mapped to company sectors

ETFs / funds
78%
Information Technology
9%
Consumer Discretionary
3%
Financials
2%
Energy
2%
Industrials
2%
Health Care
1%
Utilities
1%

+3 sectors below the cut, 1% 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Thoma Capital Management LLC

Manager / fundShared namesTheir $ in those
Shanda Asset Management Holdings Ltd5 / 53$2.1B
Prospect Hill Management, LLC8 / 53$236.8M
Hoffman, Alan N Investment Management8 / 53$154.1M
Marest Capital, LLC13 / 53$179.0M
Draper Asset Management, LLC9 / 53$172.3M
Ramsey Quantitative Systems5 / 53$95.4M
H&H International Investment, LLC8 / 53$16.3B
9823 Capital, L.P.7 / 53$125.6M

Ranked by the share of each fund's own book sitting in the names it shares with Thoma Capital Management 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.

Holdings: largest first

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

53 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$49.2M65.9K
26.2%
+0.5%
Added · +354 sh
2Ishares TR
ISHS 5-10YR INVT
$36.0M677.8K
19.2%
+6.1%
Added · +39K sh
3Ishares TR
S&P 500 VAL ETF
$30.1M132.6K
16.1%
+9.6%
Added · +12K sh
4Select Sector SPDR TR
ST STR TECHN ETF
$10.0M52.5K
5.3%
−21%
Reduced · −14K sh
5Ishares TR
10+ YR INVST GRD
$8.0M158.9K
4.2%
+39%
Added · +45K sh
6Amplify ETF TR
AMPLIFY CYBERSEC
$7.1M67.3K
3.8%
−2.3%
Reduced · −2K sh
7Ishares TR
RUS 2000 GRW ETF
$5.7M14.4K
3.0%
−40%
Reduced · −10K sh
8Apple Inc
COM
$3.1M10.7K
1.6%
+0.6%
Added · +67 sh
9Marvell Technology Inc
COM
$2.4M8.0K
1.3%
−8.2%
Reduced · −710 sh
10Amazon Com Inc
COM
$2.0M8.3K
1.1%
−4.1%
Reduced · −358 sh
11Nvidia Corporation
COM
$1.7M8.6K
0.9%
−8.5%
Reduced · −807 sh
12Microsoft Corp
COM
$1.7M4.5K
0.9%
−5.3%
Reduced · −256 sh
13Devon Energy Corp New
COM
$1.7M40.5K
0.9%
+100%
Added · +20K sh
14Alphabet Inc
CAP STK CL A
$1.7M4.7K
0.9%
+0.4%
Added · +20 sh
15Cloudflare Inc
CL A COM
$1.4M5.7K
0.7%
−6.9%
Reduced · −423 sh
16Eli Lilly & Co
COM
$1.3M1.0K
0.7%
−2.6%
Reduced · −28 sh
17International Business Machs
COM
$1.2M4.3K
0.7%
−3.5%
Reduced · −159 sh
18Meta Platforms Inc
CL A
$1.2M2.2K
0.6%
+19%
Added · +345 sh
19Price T Rowe Group Inc
COM
$1.2M10.3K
0.6%
−3.2%
Reduced · −342 sh
20American Elec PWR Co Inc
COM
$1.1M8.4K
0.6%
−4.5%
Reduced · −394 sh
21Tesla Inc
COM
$1.1M2.6K
0.6%
−2.0%
Reduced · −55 sh
22Coca Cola Co
COM
$1.1M12.9K
0.6%
+1.5%
Added · +196 sh
23Eaton Corp PLC
SHS
$1.0M2.4K
0.6%
+1.5%
Added · +36 sh
24Berkshire Hathaway Inc Del
CL B NEW
$980K2.0K
0.5%
−0.6%
Reduced · −12 sh
25Alphabet Inc
CAP STK CL C
$977K2.8K
0.5%
−2.8%
Reduced · −79 sh
26Walmart Inc
COM
$944K8.3K
0.5%
+4.5%
Added · +360 sh
27Cheniere Energy Inc
COM NEW
$907K3.8K
0.5%
+2.1%
Added · +77 sh
28Diamondback Energy Inc
COM
$866K4.9K
0.5%
−2.6%
Reduced · −134 sh
29Boeing Co
COM
$866K4.0K
0.5%
+3.5%
Added · +137 sh
30Chevron Corporation
COM
$855K5.2K
0.5%
+1.1%
Added · +54 sh
31Disney Walt Co
COM
$851K8.8K
0.5%
−0.1%
Reduced · −9 sh
32Amgen Inc
COM
$794K2.2K
0.4%
+1.2%
Added · +27 sh
33Digital Rlty TR Inc
COM
$752K4.2K
0.4%
−0.1%
Reduced · −4 sh
34Blackstone Inc
COM
$728K6.2K
0.4%
+5.3%
Added · +310 sh
35JPMorgan Chase & Co
COM
$654K2.0K
0.3%
+8.4%
Added · +155 sh
36RTX Corporation
COM
$646K3.4K
0.3%
+47%
Added · +1K sh
37Palantir Technologies Inc
CL A
$640K5.5K
0.3%
+2.0%
Added · +107 sh
38Oracle Corp
COM
$524K3.6K
0.3%
−27%
Reduced · −1K sh
39Broadcom Inc
COM
$472K1.2K
0.3%
−17%
Reduced · −252 sh
40Cava Group Inc
COM
$447K5.7K
0.2%
+5.6%
Added · +302 sh
41Abbvie Inc
COM
$429K1.7K
0.2%
+0.2%
Added · +4 sh
42Home Depot Inc
COM
$391K1.1K
0.2%
+2.8%
Added · +30 sh
43Draftkings Inc New
COM CL A
$390K15.5K
0.2%
−38%
Reduced · −9K sh
44Invesco QQQ TR
UNIT SER 1
$353K479
0.2%
+15%
Added · +61 sh
45Ishares TR
0-3 MTH TREASURY
$325K3.2K
0.2%
Held
46CSX Corp
COM
$319K6.7K
0.2%
Held
47Air Products And Chemicals I
COM
$261K889
0.1%
New
New position
48Micron Technology Inc
COM
$260K225
0.1%
New
New position
49J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$256K5.0K
0.1%
New
New position
50Public SVC Enterprise Group
COM
$243K3.0K
0.1%
Held
Showing 50 of 53 positions
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Filing history

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

$187.5M · Q2 2026Q4 2024 · $146.0MQ2 2026 · $187.5M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d53$187.5M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d55$169.1M13F-HR
Q4 2025Dec 31, 2025Jan 8, 20268d60$173.6M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d59$174.1M13F-HR
Q2 2025Jun 30, 2025Oct 1, 202593d58$157.1M13F-HR
Q1 2025Mar 31, 2025Oct 1, 2025184d59$143.0M13F-HR
Q4 2024Dec 31, 2024Mar 18, 202577d63$146.0M13F-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.