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Sierra Capital LLC

hedge fundUpdated 28 days ago

Managed by Sierra Capital Llc • Latest filing Q2 2026

Portfolio value
$1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$616.3M
Q2 2023$631.5M
Q3 2023$622.8M
Q4 2023$681.7M
Q1 2024$764.5M
Q2 2024$748.7M
Q3 2024$838.3M
Q4 2024$843.4M
Q1 2025$830.1M
Q2 2025$866.5M
Q3 2025$911.6M
Q4 2025$945M
Q1 2026$917.6M
Q2 2026$1B

Top holdings

301 positions as of Q2 2026

View filing
V

Vanguard S&P 500 ETF

Value
$69M
Shares
100.5K
% Port
6.67%
?
2.N/A

iShares MSCI EM ex-China UCITS ETF (Acc)

Value
$31.2M
Shares
3.25M
% Port
3.02%
A

Apple

Value
$31M
Shares
107.3K
% Port
3.00%
?
4.N/A

iShares Short Duration Corp Bond UCITS ETF (Acc)

Value
$30.9M
Shares
4.84M
% Port
2.99%
?
5.N/A

iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)

Value
$29.8M
Shares
41.8K
% Port
2.88%
?
6.N/A

iShares Core MSCI EMU UCITS ETF (Acc)

Value
$26.1M
Shares
92.8K
% Port
2.53%
B

Berkshire Hathaway Inc. Class B

Value
$24.7M
Shares
49.4K
% Port
2.39%
?
8.N/A

iShares S&P 500 Swap UCITS ETF USD (Acc)

Value
$23.5M
Shares
1.87M
% Port
2.27%
?
9.N/A

iShares S&P 500 Equal Weight UCITS ETF (Acc)

Value
$21.1M
Shares
2.73M
% Port
2.04%
V
10.VGES

Vanguard Mid-Cap ETF

Value
$18.2M
Shares
226.0K
% Port
1.76%
?
11.N/A

iShares MSCI World UCITS ETF (Dist)

Value
$16.6M
Shares
161.9K
% Port
1.60%
?
12.N/A

iShares US Mortgage Backed Securities UCITS ETF (Acc)

Value
$16.1M
Shares
2.86M
% Port
1.55%
A
13.AMZN

Amazon Com Inc

Value
$15.9M
Shares
66.7K
% Port
1.54%
E
14.ETHA

iShares Core S&P 500 ETF

Value
$15.7M
Shares
21.0K
% Port
1.52%
?
15.N/A

iShares Floating Rate Bond UCITS ETF (Acc)

Value
$15.1M
Shares
2.30M
% Port
1.46%
G

Alphabet Inc. Class A

Value
$15.1M
Shares
42.2K
% Port
1.46%
V
17.VGES

Vanguard FTSE Europe ETF

Value
$14.4M
Shares
162.3K
% Port
1.39%
B
18.BLK

iShares Core S&P 500 UCITS ETF (Acc)

Value
$11.3M
Shares
14.1K
% Port
1.09%
E
19.ETHA

iShares S&P 500 Value ETF

Value
$10.8M
Shares
47.4K
% Port
1.04%
?
20.N/A

iShares Core MSCI EMU UCITS ETF (Acc)

Value
$10.6M
Shares
37.6K
% Port
1.02%

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