Hatteras Investment Partners, LP BENF BENEFICIENT

Ownership history in Hatteras Investment Partners, LP  ·  5 quarters on record

AI Ownership Summary

Hatteras Investment Partners, LP reported BENEFICIENT (BENF) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 100.0% in 2024 Q2. The latest visible filing shows BENF at 100.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BENF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hatteras Investment Partners, LP's position in BENEFICIENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BENF was reported at 100.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
100.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hatteras Investment Partners, LP held BENF — position size vs. price
% of Fund (quarterly)    BENF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 562,749 0% 100.00% $168.9M 2025-08-14 (Est.) $2.45
2025 Q1 UNCHANGED 562,749 0% 100.00% $175.9M 2025-05-19 $2.62
2024 Q4 UNCHANGED 562,749 0% 100.00% $419.0M 2025-02-14 $4.44
2024 Q3 UNCHANGED 562,749 0% 100.00% $692.2M 2024-11-15 $9.60
2024 Q2 INITIATED 562,749 100.00% $1.25B 2024-08-13 $18.72

FAQ About Hatteras Investment Partners, LP and BENF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hatteras Investment Partners, LP reported owning BENF?

Hatteras Investment Partners, LP reported BENF across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported BENF position in Hatteras Investment Partners, LP's portfolio?

The largest reported portfolio weight for BENF was 100.00% in 2024 Q2.

What is the latest reported BENF position on this page?

The most recent filing on this page is 2025 Q2, when Hatteras Investment Partners, LP reported 562,749 shares, equal to 100.00% of portfolio, with an estimated market value of $168.9M.

What does the chart on this BENF ownership page compare?

The chart compares Hatteras Investment Partners, LP's quarterly BENF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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