MondegarAI
AGAVE CAPITAL MANAGEMENT Ltd

Q4 2025 · 13F-HR

AGAVE CAPITAL MANAGEMENT Ltdholdings as filed

Filed 2026-02-11 · accession 0002099846-26-000005

$598.5M
Reported value
23
Positions
2025-12-31
Period end
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The Brief · AGAVE CAPITAL MANAGEMENT Ltd · Q4 2025

AI · grounded in 13F

AGAVE CAPITAL MANAGEMENT Ltd established a new position in IVV valued at $140.99M. The fund also initiated new stakes in MSFT for $70.76M and BA for $36.85M. Other new additions include GOOGL, KRE, and ULTA. The fund ended the period with 23 positions and total AUM of $598.51M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$141.0M23.6%205,129CommonSOLE
594918104MSFTMICROSOFT CORP$70.8M11.8%146,000CommonSOLE
097023105BABOEING CO$36.8M6.16%170,000CommonSOLE
02079K305GOOGLALPHABET INC$31.3M5.24%100,000CommonSOLE
78464A698KRESPDR SERIES TRUST$28.6M4.77%439,264CommonSOLE
90384S303ULTAULTA BEAUTY INC$28.5M4.76%47,000CommonSOLE
92189F676SMHVANECK ETF TRUST$25.0M4.18%68,949CommonSOLE
G54950103LINLINDE PLC$24.8M4.15%58,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$23.4M3.91%130,000CommonSOLE
438516106HONHONEYWELL INTL INC$23.2M3.88%118,500CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$22.2M3.71%82,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$20.7M3.46%110,000CommonSOLE
37045V100GMGENERAL MTRS CO$18.9M3.16%231,000CommonSOLE
023135106AMZNAMAZON COM INC$18.5M3.09%80,000CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$16.1M2.70%3,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$14.2M2.36%16,400CommonSOLE
G87052109TELTE CONNECTIVITY PLC$13.7M2.29%60,000CommonSOLE
060505104BACBANK AMERICA CORP$11.1M1.85%201,000CommonSOLE
872590104TMUST-MOBILE US INC$8.1M1.36%40,000CommonSOLE
78464A797KBESPDR SERIES TRUST$7.1M1.19%116,828CommonSOLE
78464A888XHBSPDR SERIES TRUST$7.0M1.17%67,846CommonSOLE
500767306KWEBKRANESHARES TRUST$4.6M0.77%134,495CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$2.8M0.47%65,230CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.