Telligent Fund, LP

HONG KONG, K3 · CIK 1470723 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHong Kong

$135.7m reported value +44.9% vs Q1 2026

23positions

73.7%in top 10

4 new 10 added 5 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	15,000	$17.3m12.76%	12.76%	Added +3.0k	+3,000 25.0%
2	INTEL CORP COM INTC	INTC	90,000	$12.6m9.26%	9.26%	Added +2.0k	+2,000 2.3%
3	GE VERNOVA INC COM GEV	GEV	10,000	$11.7m8.66%	8.66%	Unchanged
4	BROADCOM INC COM AVGO	AVGO	30,000	$11.3m8.35%	8.35%	Added +2.0k	+2,000 7.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	48,000	$9.6m7.08%	7.08%	Unchanged
6	ALPHABET INC CAP STK CL C GOOG	GOOG	26,400	$9.3m6.88%	6.88%	Added +2.4k	+2,400 10.0%
7	VERTIV HOLDINGS CO COM CL A VRT	VRT	25,000	$8.4m6.17%	6.17%	Unchanged
8	ELI LILLY & CO COM LLY	LLY	6,600	$7.9m5.83%	5.83%	Unchanged
9	KLA CORP COM NEW KLAC	KLAC	20,000	$6.0m4.45%	4.45%	Added +2.0k	+2,000 11.1%
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	10,000	$5.8m4.28%	4.28%	Added +2.0k	+2,000 25.0%
11	CORNING INC COM GLW	GLW	16,000	$4.1m3.01%	3.01%	New
12	COHERENT CORP COM COHR	COHR	10,000	$3.9m2.91%	2.91%	Added +3.4k	+3,400 51.5%
13	LUMENTUM HLDGS INC COM LITE	LITE	4,200	$3.6m2.66%	2.66%	Added +1.8k	+1,800 75.0%
14	AMPHENOL CORP CL A APH	APH	20,000	$3.5m2.60%	2.60%	Reduced -20.0k	-20,000 -50.0%
15	ARISTA NETWORKS INC COM SHS ANET	ANET	19,952	$3.4m2.50%	2.50%	Reduced -2.0k	-2,048 -9.3%
16	HOWMET AEROSPACE INC COM HWM	HWM	12,000	$3.2m2.38%	2.38%	Reduced -4.5k	-4,500 -27.3%
17	SIEMENS ENERGY AG COM SMERY	SMERY	75,000	$2.9m2.11%	2.11%	Added +60.0k	+60,000 400.0%
18	GE AEROSPACE COM NEW GE	GE	7,000	$2.6m1.93%	1.93%	Reduced -1.0k	-1,000 -12.5%
19	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	8,000	$2.2m1.63%	1.63%	Reduced -1.0k	-1,000 -11.1%
20	CELESTICA INC COM CLS	CLS	6,000	$2.2m1.61%	1.61%	Added +1.0k	+1,000 20.0%
21	CHURCHILL CAP CORP XI CL A ORD SHS CCXI	CCXI	110,491	$1.9m1.42%	1.42%	New
22	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	6,000	$1.6m1.15%	1.15%	New
23	ACM RESH INC COM CL A ACMR	ACMR	4,000	$507.6k0.37%	0.37%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR GOLD TR GLD	GLD	12,000	$5.2m12.0k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	22,000	$3.2m22.0k shares
MICROSTRATEGY INC MSTR	MSTR	23,400	$2.9m23.4k shares
SERVICENOW INC NOW	NOW	20,000	$2.1m20.0k shares
ADVANCED ENERGY INDS AEIS	AEIS	3,300	$1.1m3.3k shares