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O'Connor Alternative Investments, LLC
hedge fundUpdated 27 days agoManaged by O'Connor Alternative Investments Llc • Latest filing Q2 2026
Portfolio value
$1.4B
Q2 2026
Filings
2
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
156 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GTLS CHART INDS | $598.6M | 2.87M | 43.68% | — |
| 2 | H H TOPBUILD C | $170.3M | 480.3K | 12.42% | — |
| 3 | ? N/A CLOUDFLARE | $48.9M | 38.00M | 3.57% | — |
| 4 | S SNOW SNOWFLAKE | $37.2M | 21.00M | 2.71% | — |
| 5 | O ON ON SEMICON | $30.2M | 25.00M | 2.20% | — |
| 6 | A AKAM AKAMAI TEC | $29.8M | 25.00M | 2.17% | — |
| 7 | G GOOGN ALPHABET I | $28.3M | 80.0K | 2.06% | — |
| 8 | ? N/A SUPER MICR | $28.2M | 550.0K | 2.06% | — |
| 9 | K KLAR KLARNA GRO | $22.8M | 1.13M | 1.66% | — |
| 10 | G GOOGN ALPHABET I | $22.6M | 450.0K | 1.65% | — |
| 11 | G GME-WT GAMESTOP C | $20.5M | 20.00M | 1.49% | — |
| 12 | ? N/A LIVE NATIO | $17.8M | 10.00M | 1.30% | — |
| 13 | ? N/A DOORDASH I | $14.8M | 15.00M | 1.08% | — |
| 14 | A AKAM AKAMAI TEC | $14.6M | 10.00M | 1.07% | — |
| 15 | Z Z ZILLOW GRO | $10.4M | 330.6K | 0.76% | — |
| 16 | ? N/A HALOZYME T | $10.2M | 7.00M | 0.75% | — |
| 17 | O ORCL-PD ORACLE COR | $9M | 200.0K | 0.66% | — |
| 18 | N NWSLL NEWS CORP | $8.6M | 348.0K | 0.63% | — |
| 19 | J JENA-RI JENA ACQUI | $7.3M | 700.0K | 0.53% | — |
| 20 | F FOX FOX CORP | $7.1M | 150.9K | 0.52% | — |