Loading…
CIK 0001972331 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("clearalpha-technologies-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADTALEM GLOBAL ED INC | COM | $374K | 1.1%Prev: 0.6% | 3,617 SH | Increased+2,219 SH |
| ALBERTSONS COS INC | COMMON STOCK | $533K | 1.5%Prev: 2.9% | 31,035 SH | Decreased-30,059 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $231K | 0.7% | 2,713 SH | New |
| ARCBEST CORP | COM | $810K | 2.3% | 10,913 SH | New |
| ARISTA NETWORKS INC | COM SHS | $503K | 1.4%Prev: 0.6% | 3,837 SH | Increased+2,395 SH |
| AST SPACEMOBILE INC | COM CL A | $216K | 0.6% | 2,978 SH | New |
| AUTOZONE INC | COM | $210K | 0.6%Prev: 0.9% | 62 SH | Decreased-11 SH |
| BECTON DICKINSON & CO | COM | $398K | 1.1% | 2,049 SH | New |
| BLACKROCK INC | COM | $3.0M | 8.5%Prev: 2.0% | 2,776 SH | Increased+2,162 SH |
| BROWN & BROWN INC | COM | $288K | 0.8% | 3,608 SH | New |
| BUILDERS FIRSTSOURCE INC | COM | $431K | 1.2%Prev: 0.6% | 4,191 SH | Increased+2,307 SH |
| BUNGE GLOBAL SA | COM SHS | $419K | 1.2% | 4,699 SH | New |
| BURLINGTON STORES INC | COM | $445K | 1.3%Prev: 2.4% | 1,539 SH | Decreased-1,949 SH |
| CARRIER GLOBAL CORPORATION | COM | $742K | 2.1% | 14,046 SH | New |
| CNH INDL N V | SHS | $1.8M | 5.2%Prev: 2.4% | 196,643 SH | Increased+115,977 SH |
| CURTISS WRIGHT CORP | COM | $588K | 1.7% | 1,067 SH | New |
| EATON CORP PLC | SHS | $2.8M | 8.0% | 8,748 SH | New |
| EMCOR GROUP INC | COM | $253K | 0.7% | 414 SH | New |
| EQUIFAX INC | COM | $713K | 2.0% | 3,288 SH | New |
| F5 INC | COM | $500K | 1.4%Prev: 0.6% | 1,959 SH | Increased+1,233 SH |
| GROUP 1 AUTOMOTIVE INC | COM | $301K | 0.9%Prev: 1.9% | 765 SH | Decreased-803 SH |
| INSMED INC | COM PAR $.01 | $201K | 0.6% | 1,155 SH | New |
| ITRON INC | COM | $448K | 1.3% | 4,824 SH | New |
| JPMORGAN CHASE & CO. | COM | $215K | 0.6% | 668 SH | New |
| LENNAR CORP | CL A | $940K | 2.7% | 9,147 SH | New |
| LUMENTUM HLDGS INC | COM | $235K | 0.7% | 638 SH | New |
| MARA HOLDINGS INC | COM | $424K | 1.2%Prev: 0.6% | 47,227 SH | Increased+35,647 SH |
| MERCADOLIBRE INC | COM | $429K | 1.2%Prev: 1.5% | 213 SH | Decreased-19 SH |
| METLIFE INC | COM | $532K | 1.5% | 6,739 SH | New |
| MONDELEZ INTL INC | CL A | $3.0M | 8.5%Prev: 1.8% | 55,474 SH | Increased+44,703 SH |
| MOSAIC CO NEW | COM | $481K | 1.4% | 19,953 SH | New |
| MP MATERIALS CORP | COM CL A | $220K | 0.6% | 4,349 SH | New |
| PURE STORAGE INC | CL A | $971K | 2.8% | 14,491 SH | New |
| PVH CORPORATION | COM | $773K | 2.2% | 11,534 SH | New |
| QUANTUMSCAPE CORP | COM CL A | $133K | 0.4% | 12,795 SH | New |
| REXFORD INDL RLTY INC | COM | $246K | 0.7% | 6,359 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $220K | 0.6% | 1,949 SH | New |
| SANDISK CORP | COM | $213K | 0.6% | 897 SH | New |
| SEA LTD | SPONSORD ADS | $722K | 2.1% | 5,663 SH | New |
| SENSATA TECHNOLOGIES HLDG PL | SHS | $455K | 1.3% | 13,667 SH | New |
| SERVICENOW INC | COM | $323K | 0.9% | 2,108 SH | New |
| SLB LIMITED | COM STK | $462K | 1.3% | 12,037 SH | New |
| STMICROELECTRONICS N V | NY REGISTRY | $294K | 0.8% | 11,324 SH | New |
| STRYKER CORPORATION | COM | $298K | 0.9%Prev: 1.8% | 849 SH | Decreased-946 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.5M | 4.3% | 3,842 SH | New |
| UNDER ARMOUR INC | CL C | $562K | 1.6%Prev: 2.5% | 117,152 SH | Decreased-72,084 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $367K | 1.0% | 4,276 SH | New |
| VEEVA SYS INC | CL A COM | $362K | 1.0% | 1,622 SH | New |
| VERISK ANALYTICS INC | COM | $587K | 1.7%Prev: 1.1% | 2,623 SH | Increased+968 SH |
| VISTRA CORP | COM | $878K | 2.5% | 5,442 SH | New |
| VULCAN MATLS CO | COM | $1.1M | 3.1% | 3,752 SH | New |
| WALMART INC | COM | $205K | 0.6% | 1,841 SH | New |
| WASTE CONNECTIONS INC | COM | $822K | 2.3%Prev: 4.4% | 4,686 SH | Decreased-4,424 SH |
| WERNER ENTERPRISES INC | COM | $258K | 0.7% | 8,609 SH | New |
| WORKDAY INC | CL A | $317K | 0.9% | 1,477 SH | New |
| ZIMMER BIOMET HOLDINGS INC | COM | $337K | 1.0% | 3,753 SH | New |
| 13F-HR |
| 0001172661-26-003506 |
| $58.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003277 | $55.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002257 | $48.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001996 | $158.2M | View |