Institutional
SIP Global Opportunity Manager LLC
CIK 0002112504
$66.3M
Reported AUM
1
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · SIP Global Opportunity Manager LLC · Q1 2026
AI · grounded in 13F
SIP Global Opportunity Manager LLC reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KDK | KODIAK AI INC. | $6.47 | 1.41% | -14.02% | -29.35% | $66.3M | 100.00% | — | HELD |
Source: SEC EDGAR · accession 0002112504-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.