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Seven Post Investment Office LP
hedge fundUpdated 10 days agoManaged by Seven Post Investment Office Lp • Latest filing Q3 2026
Portfolio value
$327.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
77.5%
Weight of largest holdings
Annualized return
18.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $277.6M |
| Q4 2025 | $279.7M |
| Q1 2026 | $309.5M |
| Q2 2026 | $352.3M |
| Q3 2026 | $327.8M |
Top holdings
42 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $77.5M | 865.2K | 23.66% | Added(+0.9%) | |
| 2 | $42.9M | 56.3K | 13.10% | Trimmed(-19.4%) | |
| 3 | $37.2M | 611.9K | 11.34% | Added(+1.4%) | |
| 4 | $19.7M | 151.4K | 6.00% | Added(+0.8%) | |
| 5 | $15.8M | 42.1K | 4.81% | Trimmed(-8.4%) | |
| 6 | $15.7M | 21 | 4.79% | Unchanged | |
| 7 | $11.7M | 199.9K | 3.56% | Added(+0.8%) | |
| 8 | $11.6M | 164.0K | 3.53% | Trimmed(-16.7%) | |
| 9 | $11.1M | 70.2K | 3.38% | Added(+0.1%) | |
| 10 | $11M | 309.5K | 3.36% | Added(+0.8%) | |
| 11 | $9.5M | 115.3K | 2.89% | Added(+45.3%) | |
| 12 | $9.2M | 18.5K | 2.81% | Added(+8.5%) | |
| 13 | $8.7M | 30.8K | 2.66% | Unchanged | |
| 14 | $7.8M | 56.7K | 2.38% | Unchanged | |
| 15 | $5.3M | 15.0K | 1.62% | Added(+400.0%) | |
| 16 | $5.2M | 15.1K | 1.59% | Added(+680.4%) | |
| 17 | $4.6M | 85.2K | 1.42% | Trimmed(-31.9%) | |
| 18 | $4.2M | 61.8K | 1.28% | Unchanged | |
| 19 | $3.6M | 61.1K | 1.10% | Trimmed(-0.1%) | |
| 20 | $2M | 6.0K | 0.60% | Unchanged |