Freshford Capital Management, LLC
CIK: 0001459270SEC EDGAR →
Portfolio Value
$249.3M
Holdings
18
As of
Q4 2025
New Positions
6
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FAIR ISAAC CORP | 18,510 | $31.3M | 12.55% |
| 2 | APPLOVIN CORP | 42,831 | $28.9M | 11.57% |
| 3 | ALPHABET INC | 85,591 | $26.8M | 10.74% |
| 4 | AMAZON COM INC | 88,168 | $20.4M | 8.16% |
| 5 | GODADDY INC | 141,904 | $17.6M | 7.06% |
| 6 | TRIMBLE INC | 181,235 | $14.2M | 5.69% |
| 7 | ATLANTA BRAVES HLDGS INC | 359,390 | $14.2M | 5.69% |
| 8 | 10X GENOMICS INC | 833,302 | $13.6M | 5.45% |
| 9 | CACI INTL INC | 25,288 | $13.5M | 5.40% |
| 10 | TWIST BIOSCIENCE CORP | 420,171 | $13.3M | 5.34% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $98.0M | 39.3% |
| Healthcare | 4 | $41.3M | 16.6% |
| Communication Services | 2 | $41.0M | 16.4% |
| Industrials | 3 | $26.9M | 10.8% |
| Consumer Cyclical | 1 | $20.4M | 8.2% |
| Unknown | 1 | $13.5M | 5.4% |
| Energy | 1 | $8.2M | 3.3% |