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Lepercq De Neuflize Asset Management LLC

hedge fundUpdated 31 days ago

Managed by Lepercq De Neuflize Asset Management Llc • Latest filing Q2 2026

Portfolio value
$157.5M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$139.5M
Q1 2025$103.3M
Q2 2025$151.6M
Q3 2025$173.3M
Q4 2025$181.8M
Q1 2026$138.3M
Q2 2026$157.5M

Top holdings

37 positions as of Q2 2026

View filing
S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$81.2M
Shares
108.7K
% Port
51.54%
V

VANGUARD INDEX FDS

Value
$52.5M
Shares
76.4K
% Port
33.31%
E

ISHARES TR

Value
$19M
Shares
183.2K
% Port
12.08%
?
4.N/A

COTWO ADVISORS PHYSICAL EURO

Value
$979K
Shares
57.3K
% Port
0.62%
Q

QORVO INC

Value
$811K
Shares
8.7K
% Port
0.52%
S

SILVACO GROUP INC

Value
$768K
Shares
55.7K
% Port
0.49%
E

ENPHASE ENERGY INC

Value
$492K
Shares
10.0K
% Port
0.31%
P

POWER INTEGRATIONS INC

Value
$419K
Shares
5.0K
% Port
0.27%
W

WETOUCH TECHNOLOGY INC

Value
$247K
Shares
204.0K
% Port
0.16%
C
10.CLAR

CLARUS CORP NEW

Value
$175K
Shares
55.7K
% Port
0.11%
O

OXLEY BRIDGE ACQ LTD

Value
$80K
Shares
370.0K
% Port
0.05%
C

LIONHEART HOLDINGS

Value
$74K
Shares
200.0K
% Port
0.05%
P

PIONEER ACQUISITION I CORP

Value
$57K
Shares
266.0K
% Port
0.04%
C

CHENGHE ACQUISITION III CO

Value
$51K
Shares
250.0K
% Port
0.03%
I

ITHAX ACQUISITION CORP III

Value
$48K
Shares
200.0K
% Port
0.03%
G

GP-ACT III ACQUISITION CORP

Value
$48K
Shares
250.0K
% Port
0.03%
C

COLLECTIVE ACQUISITION CORP

Value
$47K
Shares
121.2K
% Port
0.03%
B

TGE VALUE CREATIVE SOLUTIONS

Value
$47K
Shares
121.1K
% Port
0.03%
G

GENERAL PURP ACQUISITION COR

Value
$47K
Shares
180.6K
% Port
0.03%
L

LIGHTWAVE ACQUISITION CORP

Value
$43K
Shares
140.0K
% Port
0.03%

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