Mulberry Street Management, L.P. — 13F Holdings

2026 Q3  ·  8 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Mulberry Street Management, L.P. maintained a portfolio of 8 distinct positions.
Position History hover any row below to update
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Mulberry Street Management, L.P. AUM $33M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q3
Top Holding
AMZN (25.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AMZN
AMAZON COM INC
Consumer Cyclical 24.95% — #1
Prev: #—
9.5
—
33,543 —
NEW
 33,543 $8,357,238 2026 Q3 13F Filing 2026-09-30 2026-11-12
CBRS
CEREBRAS SYSTEM...
Technology 14.66% — #2
Prev: #—
9.0
—
27,634 —
NEW
 27,634 $4,909,180 2026 Q3 13F Filing 2026-09-30 2026-11-12
META
META PLATFORMS ...
Communication Services 14.07% — #3
Prev: #—
8.5
—
6,500 —
NEW
 6,500 $4,713,670 2026 Q3 13F Filing 2026-09-30 2026-11-12
CVNA
CARVANA CO
Consumer Cyclical 13.08% — #4
Prev: #—
8.0
—
70,071 —
NEW
 70,071 $4,382,240 2026 Q3 13F Filing 2026-09-30 2026-11-12
GOOG
ALPHABET INC
Communication Services 11.45% — #5
Prev: #—
8.0
—
11,253 —
NEW
 11,253 $3,834,347 2026 Q3 13F Filing 2026-09-30 2026-11-12
AXON
AXON ENTERPRISE...
Industrials 8.45% — #6
Prev: #—
6.9
—
6,698 —
NEW
 6,698 $2,830,039 2026 Q3 13F Filing 2026-09-30 2026-11-12
SHOP
SHOPIFY INC
Technology 7.43% — #7
Prev: #—
6.5
—
16,793 —
NEW
 16,793 $2,490,402 2026 Q3 13F Filing 2026-09-30 2026-11-12
SKHY
SK HYNIX INC
Technology 5.91% — #8
Prev: #—
5.9
—
10,745 —
NEW
 10,745 $1,978,692 2026 Q3 13F Filing 2026-09-30 2026-11-12
Showing 1-8 of 8 holdings

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