SEC Form 13F

Steamboat Capital Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$467,564,986
Positions59

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ACM Research IncACMRCOM CL A$23,192,066182,773
Alphabet IncGOOGCAP STK CL C$21,544,65060,976
Broadcom IncAVGOCOM$20,545,06754,388
Micron Technology IncMUCOM$19,398,99816,806
AerCap Holdings NVAERSHS$17,855,863122,485
Compass IncCOMPCL A$17,069,1341,384,358
Dell Technologies IncDELLCL C$17,059,92839,540
Tenet Healthcare CorpTHCCOM NEW$14,793,16479,074
Century Aluminum CoCENXCOM$13,649,603296,666
M/I Homes IncMHOCOM$12,143,34375,523

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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