account_balance
Investment manager · 13F filer · SEC CIK 1776090
Parsifal Capital Management, LP
Reported value$817Mas of Jun 30, 2026
Positions14 1 new, 4 sold out
Top 10 weight87.8%COMP alone is 18%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
COMPCompass Inc
17.9%
HGVHilton Grand Vacations Inc
13.3%Trimmed −4%
SNSharkninja Inc
10.3%Trimmed −30%
AXTAAxalta Coating Sys Ltd
10.1%Added +29%
AKAMAkamai Technologies Inc
9.9%Added +44%
MMM3m Co
7.0%Added +31%
GXOGxo Logistics Incorporated
5.6%Added +7%
AVPTAvepoint Inc
5.3%
IESCIes Holdings Inc
4.4%Trimmed −46%
JMIAJumia Technologies AG
4.1%Added +35%
VRSNVerisign Inc
3.7%New
VIAVViavi Solutions Inc
3.6%Trimmed −52%
COMPCompass Inc
17.9%
HGVHilton Grand Vacations Inc
13.3%Trimmed −4%
SN10.3%AXTA10.1%AKAMAkamai Technologies Inc
9.9%Added +44%
MMM7.0%GXO5.6%AVPT5.3%IESC4.4%JMIA4.1%VRSN3.7%VIAV3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
COMP Compass Inc 17.9% HeldHGV Hilton Grand Vacations Inc 13.3% Trimmed −4%SN Sharkninja Inc 10.3% Trimmed −30%AXTA Axalta Coating Sys Ltd 10.1% Added +29%AKAM Akamai Technologies Inc 9.9% Added +44%MMM 3m Co 7.0% Added +31%GXO Gxo Logistics Incorporated 5.6% Added +7%AVPT Avepoint Inc 5.3% HeldIESC Ies Holdings Inc 4.4% Trimmed −46%JMIA Jumia Technologies AG 4.1% Added +35%VRSN Verisign Inc 3.7% NewVIAV Viavi Solutions Inc 3.6% Trimmed −52%
What changed