Freshford Capital Management, LLC
Q2 2026 13F filing
Updated 27 days ago63 disclosed positions worth $292.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FICO FAIR ISAAC CORP | $21.5M | 18.0K | 7.35% | — |
| 2 | F FICO FAIR ISAAC CORP | $21.1M | 17.7K | 7.22% | — |
| 3 | T TXG 10X GENOMICS INC | $10.1M | 264.6K | 3.47% | — |
| 4 | T TXG 10X GENOMICS INC | $10M | 259.9K | 3.41% | — |
| 5 | T TWST TWIST BIOSCIENCE CORP | $8.2M | 79.9K | 2.81% | — |
| 6 | T TMO THERMO FISHER SCIENTIFIC INC | $8.1M | 16.1K | 2.77% | — |
| 7 | T TWST TWIST BIOSCIENCE CORP | $8.1M | 78.5K | 2.76% | — |
| 8 | T TMO THERMO FISHER SCIENTIFIC INC | $7.9M | 15.9K | 2.72% | — |
| 9 | A APP APPLOVIN CORP | $7.7M | 14.9K | 2.62% | — |
| 10 | A APP APPLOVIN CORP | $7.5M | 14.6K | 2.58% | — |
| 11 | C CP CANADIAN PACIFIC KANSAS CITY | $7.4M | 85.4K | 2.53% | — |
| 12 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $7.3M | 29.0K | 2.48% | — |
| 13 | C CP CANADIAN PACIFIC KANSAS CITY | $7.2M | 83.0K | 2.46% | — |
| 14 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $7.1M | 28.5K | 2.44% | — |
| 15 | A AMZN AMAZON COM INC | $6.7M | 28.2K | 2.30% | — |
| 16 | C CACI CACI INTL INC | $6.7M | 14.4K | 2.28% | — |
| 17 | A AMZN AMAZON COM INC | $6.6M | 27.7K | 2.26% | — |
| 18 | C CACI CACI INTL INC | $6.6M | 14.1K | 2.24% | — |
| 19 | V VRTX VERTEX INC | $6.1M | 528.4K | 2.08% | — |
| 20 | V VRTX VERTEX INC | $6M | 518.9K | 2.04% | — |
| 21 | B BATRB ATLANTA BRAVES HLDGS INC | $5.8M | 112.0K | 1.99% | — |
| 22 | B BATRB ATLANTA BRAVES HLDGS INC | $5.7M | 110.0K | 1.95% | — |
| 23 | M MRCY MERCURY SYS INC | $5.6M | 45.5K | 1.90% | — |
| 24 | M MRCY MERCURY SYS INC | $5.5M | 44.7K | 1.87% | — |
| 25 | R RGEN REPLIGEN CORP | $5.1M | 37.4K | 1.75% | — |
| 26 | R RGEN REPLIGEN CORP | $5M | 36.7K | 1.71% | — |
| 27 | U UBER UBER TECHNOLOGIES INC | $5M | 68.8K | 1.70% | — |
| 28 | U UBER UBER TECHNOLOGIES INC | $4.9M | 67.5K | 1.67% | — |
| 29 | M MSGS MADISON SQUARE GRDN SPRT COR | $4.8M | 12.0K | 1.64% | — |
| 30 | M MSGS MADISON SQUARE GRDN SPRT COR | $4.7M | 11.7K | 1.61% | — |
| 31 | N NEXT NEXTDECADE CORP | $4M | 537.0K | 1.39% | — |
| 32 | N NEXT NEXTDECADE CORP | $4M | 527.5K | 1.36% | — |
| 33 | F FICO FAIR ISAAC CORP | $3.9M | 3.3K | 1.33% | — |
| 34 | Q QURE UNIQURE NV | $3.3M | 71.3K | 1.12% | — |
| 35 | Q QURE UNIQURE NV | $3.2M | 70.0K | 1.10% | — |
| 36 | T TXG 10X GENOMICS INC | $2.9M | 75.9K | 1.00% | — |
| 37 | C CP CANADIAN PACIFIC KANSAS CITY | $2.5M | 28.8K | 0.85% | — |
| 38 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $2.3M | 9.2K | 0.78% | — |
| 39 | L LPLA LPL FINL HLDGS INC | $2.2M | 7.8K | 0.75% | — |
| 40 | C CACI CACI INTL INC | $2.2M | 4.7K | 0.75% | — |
| 41 | L LPLA LPL FINL HLDGS INC | $2.2M | 7.7K | 0.74% | — |
| 42 | T TMO THERMO FISHER SCIENTIFIC INC | $2.1M | 4.2K | 0.72% | — |
| 43 | A AMZN AMAZON COM INC | $2M | 8.2K | 0.67% | — |
| 44 | T TWST TWIST BIOSCIENCE CORP | $2M | 19.0K | 0.67% | — |
| 45 | P PCTTW PURECYCLE TECHNOLOGIES INC | $1.9M | 236.9K | 0.66% | — |
| 46 | A APP APPLOVIN CORP | $1.9M | 3.7K | 0.65% | — |
| 47 | P PCTTW PURECYCLE TECHNOLOGIES INC | $1.9M | 232.7K | 0.65% | — |
| 48 | S STAA STAAR SURGICAL CO | $1.8M | 63.3K | 0.62% | — |
| 49 | S STAA STAAR SURGICAL CO | $1.8M | 61.7K | 0.61% | — |
| 50 | G GDDY GODADDY INC | $1.7M | 19.8K | 0.58% | — |