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Concurrent Investment Advisors, LLC
hedge fundUpdated 20 days agoManaged by Concurrent Investment Advisors, Llc • Latest filing Q3 2026
Portfolio value
$14.5B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
148.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $5.8B |
| Q4 2025 | $8.8B |
| Q1 2026 | $9.2B |
| Q2 2026 | $11.8B |
| Q3 2026 | $14.5B |
Top holdings
3,438 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $450.7M | 1.37M | 3.12% | Added(+963.3%) | |
| 2 | $440.4M | 1.93M | 3.05% | Added(+811.9%) | |
| 3 | $399.2M | 569.6K | 2.76% | Added(+11.0%) | |
| 4 | $367.1M | 715.7K | 2.54% | Added(+727.5%) | |
| 5 | $294M | 383.8K | 2.03% | Added(+171.6%) | |
| 6 | $236.6M | 949.8K | 1.64% | Added(+48.8%) | |
| 7 | $210M | 275.4K | 1.45% | Added(+3430.3%) | |
| 8 | $176.6M | 513.3K | 1.22% | Added(+39.5%) | |
| 9 | $155.1M | 209.6K | 1.07% | Added(+1172.9%) | |
| 10 | $130.6M | 1.35M | 0.90% | Added(+3121.5%) | |
| 11 | $122.6M | 567.4K | 0.85% | Added(+8148.9%) | |
| 12 | $115.3M | 308.2K | 0.80% | Added(+11.6%) | |
| 13 | $111.3M | 317.0K | 0.77% | Added(+428.6%) | |
| 14 | $111.3M | 153.5K | 0.77% | Added(+747.1%) | |
| 15 | $110.8M | 325.1K | 0.77% | Added(+689.2%) | |
| 16 | $107.2M | 100.6K | 0.74% | Added(+16.3%) | |
| 17 | $102.8M | 1.14M | 0.71% | Added(+4178.6%) | |
| 18 | $95.9M | 763.2K | 0.66% | Added(+236.3%) | |
| 19 | $95.9M | 289.7K | 0.66% | Added(+569.4%) | |
| 20 | $92.4M | 471.9K | 0.64% | Added(+29.6%) |