Notable Capital Management, L.L.C.

CIK: 0002065606SEC EDGAR →

Portfolio Value

$73.3M

Holdings

11

As of

Q4 2025

New Positions

0

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

KANZHUN LIMITED

2,354,269$48.0M
65.44%
2

FULL TRUCK ALLIANCE CO LTD

810,448$8.7M
11.86%
3

IBOTTA INC

367,032$8.3M
11.38%
4

HERE GROUP LTD

770,650$3.9M
5.37%
5

OPENDOOR TECHNOLOGIES INC

325,311$1.9M
2.59%
6

AGORA INC

371,472$1.5M
2.06%
7

COMMERCE.COM INC

149,721$616K
0.84%
8

BLAIZE HLDGS INC

163,670$319K
0.44%
9

OPENDOOR TECHNOLOGIES INC

10,843$9K
0.01%
10

OPENDOOR TECHNOLOGIES INC

10,843$5K
0.01%

Quarterly Changes

Top Buys

YMMNEW
$8.7M
OPEN↑ Increased
$92K
$9K
$5K
$4K

Top Sells

BZ↓ Decreased
$7.3M
HERE↓ Decreased
$3.0M
API↓ Decreased
$1.4M

New Positions (4)

$8.7M · 810K shares
$9K · 11K shares
$5K · 11K shares
$4K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials1$48.0M65.4%
Technology8$19.5M26.6%
Consumer Cyclical1$3.9M5.4%
Real Estate1$1.9M2.6%