account_balance
Investment manager · 13F filer · SEC CIK 2081629
O'Connor Alternative Investments LLC
Reported value$1.37Bas of Jun 30, 2026
Positions149 62 new, 34 sold out
Top 10 weight74.3%GTLS alone is 44%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GTLSChart Inds
43.7%New
BLDTopbuild C
12.4%New
Cloudflare
3.6%Added +77%
Snowflake
2.7%Trimmed −16%
On Semicon
2.2%Added +25%
Akamai Tec
2.2%Added +67%
GOOGAlphabet I
2.1%Added +59%
SMCIPSuper Micr
2.1%New
KLAR1.7%GOOGN1.6%Gamestop C1.5%
Live Natio1.3%
GTLSChart Inds
43.7%New
BLDTopbuild C
12.4%New
Cloudflare3.6%
Snowflake2.7%
On Semicon2.2%
Akamai Tec2.2%
GOOG2.1%SMCIP2.1%KLAR1.7%GOOGNGamestop C
Live Natio
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
GTLS Chart Inds 43.7% New
BLD Topbuild C 12.4% New
Cloudflare 3.6% Added +77%
Snowflake 2.7% Trimmed −16%
On Semicon 2.2% Added +25%
Akamai Tec 2.2% Added +67%
GOOG Alphabet I 2.1% Added +59%SMCIP Super Micr 2.1% NewKLAR Klarna Gro 1.7% HeldGOOGN Alphabet I 1.6% NewGamestop C 1.5% New
Live Natio 1.3% Trimmed −33%
What changed