Aequim Alternative Investments LP

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Aequim Alternative Investments LP maintained a portfolio of 117 distinct positions. The most significant new addition to the portfolio was AKAMAI TECHNOLOGIES , which now represents 1.42% of the total fund value. The fund also reduced its exposure to ETSY INC by 21.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
117
Quarter
2025 Q4
Top Holding
N/A (7.6%)
Top 10 Concentration
40.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 117
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
N/A
SEAGATE HDD CAY...
Bond/Debt 7.65% 4.70% #1 2
Prev: #3
8.1 41,500,000 56.5%
P
S
115,000,000 $386,802,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALIBABA GROUP H...
Bond/Debt 5.58% 5.10% #2
Prev: #2
6.2 56,600,000 45.3%
P
S
181,600,000 $282,478,800 13F Filing 2025-12-31 2026-02-14 (Est.)
HPE/PRC
HEWLETT PACKARD...
Unknown 4.31% 2.71% #3 8
Prev: #11
5.7 1,470,000 81.7%
P
S
3,270,000 $218,076,300 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SNOWFLAKE INC
Bond/Debt 4.31% 4.04% #4
Prev: #4
4.7 26,500,000 22.1%
P
S
146,500,000 $217,845,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FORD MTR CO
Bond/Debt 3.47% 3.43% #5
Prev: #5
3.9 16,500,000 10.9%
P
S
168,500,000 $175,408,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
RIVIAN AUTOMOTI...
Bond/Debt 3.30% 2.56% #6 6
Prev: #12
3.3 23,500,000 18.8%
P
S
148,500,000 $166,876,875 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
EVERGY INC
Bond/Debt 3.23% 3.07% #7
Prev: #7
3.8 24,000,000 21.8%
P
S
134,000,000 $163,329,250 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TXNM ENERGY INC
Bond/Debt 2.92% 3.19% #8 2
Prev: #6
2.2 no change no change
P
S
110,000,000 $147,818,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
WEC ENERGY GROU...
Bond/Debt 2.85% 2.32% #9 6
Prev: #15
3.6 38,500,000 45.3%
P
S
123,500,000 $144,371,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
VENTAS RLTY LTD...
Bond/Debt 2.80% 2.12% #10 6
Prev: #16
3.6 26,000,000 35.1%
P
S
100,000,000 $141,450,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BRUKER CORP
Preferred 2.70% 1.81% #11 10
Prev: #21
3.6 74,000 24.7%
P
S
374,000 $136,438,317 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AIRBNB INC
Bond/Debt 2.65% 2.72% #12 2
Prev: #10
3.1 10,000,000 8.0%
P
S
135,000,000 $133,920,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
WESTERN DIGITAL...
Bond/Debt 2.58% 1.78% #13 9
Prev: #22
3.0 3,500,000 14.0%
P
S
28,500,000 $130,709,550 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TRIP COM GROUP ...
Bond/Debt 2.53% 2.55% #14 1
Prev: #13
3.0 13,500,000 15.0%
P
S
103,500,000 $127,770,750 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CENTERPOINT ENE...
Bond/Debt 2.32% 1.91% #15 4
Prev: #19
3.4 29,750,000 38.4%
P
S
107,250,000 $117,546,000 13F Filing 2025-12-31 2026-02-14 (Est.)
BA/PRA
BOEING CO
Preferred 2.20% 2.78% #16 7
Prev: #9
1.4 -200,000 -11.1%
P
S
1,600,000 $111,296,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DUKE ENERGY COR...
Bond/Debt 2.04% 1.91% #17 3
Prev: #20
3.3 20,000,000 25.0%
P
S
100,000,000 $103,125,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UGI CORP NEW
Bond/Debt 2.03% 1.99% #18 1
Prev: #17
1.3 2,500,000 3.6%
P
S
72,500,000 $102,913,750 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
INTERDIGITAL IN...
Bond/Debt 1.82% 1.98% #19 1
Prev: #18
2.7 2,300,000 11.5%
P
S
22,300,000 $91,942,900 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
REPLIGEN CORP
Bond/Debt 1.76% 1.57% #20 4
Prev: #24
2.7 11,350,000 16.2%
P
S
81,350,000 $89,281,625 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG/PRX
PG&E CORP
Preferred 1.62% 1.31% #21 8
Prev: #29
3.1 500,000 33.3%
P
S
2,000,000 $82,000,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ECHOSTAR CORP
Bond/Debt 1.62% 0.96% #22 14
Prev: #36
3.1 7,000,000 40.0%
P
S
24,500,000 $81,891,250 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ETSY INC
Bond/Debt 1.60% 2.34% #23 9
Prev: #14
0.6 -21,500,000 -21.2%
P
S
80,000,000 $80,988,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CMS ENERGY CORP
Bond/Debt 1.59% 1.46% #24 1
Prev: #25
3.1 15,000,000 25.0%
P
S
75,000,000 $80,400,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AMERICAN WTR CA...
Bond/Debt 1.58% 1.33% #25 2
Prev: #27
3.1 20,000,000 33.3%
P
S
80,000,000 $79,764,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
WEC ENERGY GROU...
Bond/Debt 1.51% 1.33% #26 2
Prev: #28
3.1 17,500,000 35.0%
P
S
67,500,000 $76,325,625 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALLIANT ENERGY ...
Bond/Debt 1.49% 1.43% #27 1
Prev: #26
3.1 12,325,000 20.5%
P
S
72,325,000 $75,326,488 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
GUARDANT HEALTH...
Bond/Debt 1.45% 0.58% #28 15
Prev: #43
3.6 20,005,000 100.0%
P
S
40,005,000 $73,373,171 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AKAMAI TECHNOLO...
Bond/Debt 1.42% #29
Prev: #—
4.1 72,500,000 no change
NEW
72,500,000 $71,811,250 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
GUIDEWIRE SOFTW...
Bond/Debt 1.39% #30
Prev: #—
4.1 63,775,000 no change
NEW
63,775,000 $70,280,050 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PG&E CORP
Bond/Debt 1.25% 0.90% #31 6
Prev: #37
3.5 21,250,000 53.1%
P
S
61,250,000 $63,093,625 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
LIVE NATION ENT...
Bond/Debt 1.15% 1.24% #32
Prev: #32
2.5 5,325,000 15.4%
P
S
39,825,000 $57,965,288 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALARM COM HLDGS...
Bond/Debt 1.14% 1.26% #33 3
Prev: #30
1.5 no change no change
P
S
57,500,000 $57,643,750 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
GRANITE CONSTR ...
Bond/Debt 1.11% #34
Prev: #—
3.9 35,000,000 no change
NEW
35,000,000 $56,000,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ITRON INC
Bond/Debt 1.00% 1.02% #35
Prev: #35
2.9 10,000,000 25.0%
P
S
50,000,000 $50,656,250 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PROGRESS SOFTWA...
Bond/Debt 0.99% 1.11% #36 2
Prev: #34
1.4 no change no change
P
S
50,000,000 $49,837,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CONFLUENT INC
Bond/Debt 0.80% 0.65% #37 5
Prev: #42
2.8 10,759,000 34.8%
P
S
41,719,000 $40,613,447 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NOVANTA INC
Unknown 0.76% #38
Prev: #—
3.8 700,000 no change
NEW
700,000 $38,486,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BLACKLINE INC
Bond/Debt 0.75% 0.84% #39 1
Prev: #38
1.3 no change no change
P
S
38,500,000 $38,182,375 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE/PRS
NEXTERA ENERGY ...
Unknown 0.74% 0.80% #40 1
Prev: #39
1.3 no change no change
P
S
725,000 $37,533,250 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.55% 0.74% #41 1
Prev: #40
1.2 no change no change
P
S
47,500 $27,583,725 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAZZ INVESTMENT...
Bond/Debt 0.53% #42
Prev: #—
3.7 20,000,000 no change
NEW
20,000,000 $26,670,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UBER TECHNOLOGI...
Bond/Debt 0.51% 0.49% #43 3
Prev: #46
2.7 5,000,000 33.3%
P
S
20,000,000 $25,990,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PPL CAP FDG INC
Bond/Debt 0.49% 0.44% #44 5
Prev: #49
2.7 5,000,000 28.6%
P
S
22,500,000 $24,721,875 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ENOVIS CORPORAT...
Bond/Debt 0.48% 0.50% #45
Prev: #45
2.2 2,000,000 8.7%
P
S
25,000,000 $24,481,250 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALIGNMENT HEALT...
Bond/Debt 0.45% #46
Prev: #—
3.7 15,000,000 no change
NEW
15,000,000 $22,800,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAMF HLDG CORP
Bond/Debt 0.44% 0.48% #47
Prev: #47
1.2 no change no change
P
S
22,500,000 $22,230,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BENTLEY SYS INC
Bond/Debt 0.39% 0.22% #48 17
Prev: #65
3.2 10,000,000 100.0%
P
S
20,000,000 $19,962,500 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BENTLEY SYS INC
Bond/Debt 0.39% 0.31% #49 7
Prev: #56
2.7 6,000,000 40.0%
P
S
21,000,000 $19,803,000 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ENPHASE ENERGY ...
Bond/Debt 0.39% 0.43% #50
Prev: #50
1.2 no change no change
P
S
20,000,000 $19,800,000 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-50 of 117 holdings

Unlock Full Aequim Alternative Investments LP Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics