17 Capital Partners, LLC reported 104 positions worth $139.87M for the quarter ended Jun 30, 2026, up 9.4% on the prior quarter. It opened 7 new positions, added to 27, trimmed 45 and exited 6. Its largest holding is Meta Platforms, Inc. at 17.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EW Edwards Lifesciences Corp | +11.0K | +109.1% | $990.90K | 1.36% |
| ROKU Roku, Inc | +5,450 | – | $752.86K | 0.538% |
| SAIA Saia Inc | +1,410 | – | $593.84K | 0.425% |
| AVGO Broadcom Inc. | +1,235 | +53.6% | $466.52K | 0.956% |
| REGN Regeneron Pharmaceuticals, Inc. | +537 | – | $334.84K | 0.239% |
| TXN Texas Instruments Inc | +950 | – | $283.17K | 0.202% |
| ODFL Old Dominion Freight Line, Inc. | +1,235 | – | $267.50K | 0.191% |
| ARM Arm Holdings Plc | +610 | – | $216.29K | 0.155% |
| UNP Union Pacific Corp | +795 | – | $216.24K | 0.155% |
| ADSK Autodesk, Inc. | +859 | +20.1% | $167.01K | 0.714% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ATO Atmos Energy Corp | -6,423 | -100.0% | $1.19M | Exited |
| DHR Danaher Corp | -5,476 | -100.0% | $1.04M | Exited |
| MRVL Marvell Technology, Inc. | -1,720 | -17.5% | $512.37K | 1.72% |
| VEEV Veeva Systems Inc | -2,758 | -100.0% | $484.47K | Exited |
| AMD Advanced Micro Devices Inc | -809 | -11.2% | $469.96K | 2.66% |
| INTU Intuit Inc. | -952 | -100.0% | $411.63K | Exited |
| MA Mastercard Inc | -690 | -33.9% | $354.38K | 0.495% |
| ORCL Oracle Corp | -1,857 | -100.0% | $273.18K | Exited |
| GOOGL Alphabet Inc. | -637 | -3.1% | $227.64K | 5.11% |
| WMT Walmart Inc. | -1,772 | -100.0% | $220.22K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ROKU Roku, Inc | +5,450 | $752.86K | 0.538% |
| SAIA Saia Inc | +1,410 | $593.84K | 0.425% |
| REGN Regeneron Pharmaceuticals, Inc. | +537 | $334.84K | 0.239% |
| TXN Texas Instruments Inc | +950 | $283.17K | 0.202% |
| ODFL Old Dominion Freight Line, Inc. | +1,235 | $267.50K | 0.191% |
| ARM Arm Holdings Plc | +610 | $216.29K | 0.155% |
| UNP Union Pacific Corp | +795 | $216.24K | 0.155% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | META Meta Platforms, Inc. | Technology | 44.1K | $24.84M | 17.76% | -1 | 0.0% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 20.0K | $7.15M | 5.11% | -637 | -3.1% | Reduced | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 11.2K | $3.97M | 2.84% | -40 | -0.4% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 10.6K | $3.94M | 2.82% | -101 | -0.9% | Reduced | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 6,404 | $3.72M | 2.66% | -809 | -11.2% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 11.5K | $3.33M | 2.38% | -283 | -2.4% | Reduced | 0% |
| 7 | PH Parker-Hannifin Corp | Industrials | 3,087 | $3.02M | 2.16% | 0 | 0.0% | Unchanged | 0% |
| 8 | NVDA Nvidia Corp | Technology | 13.6K | $2.73M | 1.95% | +301 | +2.3% | Added | 0% |
| 9 | CTVA Corteva, Inc. | Basic Materials | 29.9K | $2.53M | 1.81% | +24 | +0.1% | Added | 0% |
| 10 | MRVL Marvell Technology, Inc. | Technology | 8,090 | $2.41M | 1.72% | -1,720 | -17.5% | Reduced | 0% |
| 11 | COF Capital One Financial Corp | Financial Services | 10.4K | $2.09M | 1.49% | 0 | 0.0% | Unchanged | 0% |
| 12 | MUFG Mitsubishi Ufj Financial Group Inc | Financial Services | 98.8K | $1.97M | 1.41% | 0 | 0.0% | Unchanged | 0% |
| 13 | EW Edwards Lifesciences Corp | Healthcare | 21.0K | $1.90M | 1.36% | +11.0K | +109.1% | Added | 0% |
| 14 | AMGN Amgen Inc | Healthcare | 4,935 | $1.79M | 1.28% | -107 | -2.1% | Reduced | 0% |
| 15 | GD General Dynamics Corp | Industrials | 4,943 | $1.75M | 1.25% | -30 | -0.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at 17 Capital Partners.
As of its Q2 2026 13F filing, 17 Capital Partners, LLC’s five largest positions were Meta Platforms, Inc. (META) at 17.8%, Alphabet Inc. (GOOGL) at 5.1%, Alphabet Inc. (GOOG) at 2.8%, Microsoft Corp (MSFT) at 2.8%, Advanced Micro Devices Inc (AMD) at 2.7% of the reported portfolio.
17 Capital Partners, LLC reported a 13F portfolio worth $139.87M across 104 positions for Q2 2026. That is up 9.4% from the previous quarter.
Its largest purchases by value were Edwards Lifesciences Corp ($990.90K), Roku, Inc ($752.86K), Saia Inc ($593.84K). It opened 7 new positions.
Its largest sales by value were Atmos Energy Corp ($1.19M), Danaher Corp ($1.04M), Marvell Technology, Inc. ($512.37K). It exited 6 positions entirely.
From the Form 13F-HR reports 17 Capital Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.