Incline Global Management LLC

New York, NY · CIK 1567195 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$259.0m
Staff6 · 3 in investment roles
Main clients (by assets)Private funds 91%, Other advisers 9%
Private funds2 (2 hedge) · $232.8m gross assets
Websiteinclineglobal.net
Form ADV · 2026-03-31SEC adviser record

Legal entityINCLINE GLOBAL MANAGEMENT LLC (US)

Kindhedge funds
Others nearbyNew York, NY, Palm Beach, FL

As an employer

Offices in1 country
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 2
Palm Beach, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$356.6m reported value +40.0% vs Q1 2026

20positions

64.3%in top 10

14 new 6 added 0 reduced 18 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	FTAI AVIATION LTD SHS FTAI	FTAI	101,339	$27.4m7.69%	7.69%	New
2	LUMENTUM HLDGS INC COM LITE	LITE	30,913	$26.5m7.44%	7.44%	New
3	COHERENT CORP COM COHR	COHR	64,234	$25.3m7.11%	7.11%	Added +6.1k	+6,109 10.5%
4	WEX INC COM WEX	WEX	174,922	$24.7m6.92%	6.92%	Added +159.3k	+159,259 1016.8%
5	AMAZON COM INC COM AMZN	AMZN	97,445	$23.2m6.51%	6.51%	Added +33.3k	+33,314 52.0%
6	META PLATFORMS INC CL A META	META	39,210	$22.1m6.19%	6.19%	Added +13.3k	+13,279 51.2%
7	FLEX LTD ORD FLEX	FLEX	128,314	$20.8m5.83%	5.83%	New
8	SK TELECOM CO LTD SPONSORED ADR SKM	SKM	634,809	$20.4m5.73%	5.73%	New
9	ON SEMICONDUCTOR CORP COM ON	ON	209,905	$19.8m5.57%	5.57%	New
10	NVIDIA CORPORATION COM NVDA	NVDA	95,027	$19.0m5.33%	5.33%	New
11	VERTIV HOLDINGS CO COM CL A VRT	VRT	56,183	$18.8m5.28%	5.28%	New
12	STONECO LTD COM CL A STNE	STNE	1,642,178	$17.8m4.99%	4.99%	Added +1.5m	+1,510,702 1149.0%
13	ARISTA NETWORKS INC COM SHS ANET	ANET	102,954	$17.5m4.91%	4.91%	New
14	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	1,673,921	$15.1m4.25%	4.25%	Added +1.5m	+1,506,252 898.4%
15	STMICROELECTRONICS N V NY REGISTRY STM	STM	199,831	$15.0m4.20%	4.20%	New
16	ANALOG DEVICES INC COM ADI	ADI	37,353	$14.8m4.16%	4.16%	New
17	TALEN ENERGY CORP COM TLN	TLN	30,752	$11.8m3.31%	3.31%	New
18	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	15,987	$7.6m2.14%	2.14%	New
19	NVENT ELECTRIC PLC SHS NVT	NVT	35,326	$6.0m1.68%	1.68%	New
20	POWER INTEGRATIONS INC COM POWI	POWI	32,493	$2.7m0.76%	0.76%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASGN INC EFOR	EFOR	439,688	$17.0m439.7k shares
CARNIVAL PLC CUK	CUK	642,331	$16.6m642.3k shares
TE CONNECTIVITY PLC TEL	TEL	75,761	$15.8m75.8k shares
NORWEGIAN CRUISE LINE HLDG L NCLH	NCLH	838,978	$15.7m839.0k shares
CBRE GROUP INC CBRE	CBRE	115,610	$15.7m115.6k shares
JONES LANG LASALLE INC JLL	JLL	49,755	$15.1m49.8k shares
MORNINGSTAR INC MORN	MORN	88,354	$14.9m88.4k shares
MICROSOFT CORP MSFT	MSFT	40,333	$14.9m40.3k shares
BLUE OWL CAPITAL CORPORATION OBDC	OBDC	1,589,266	$14.5m1.6m shares
ARES MANAGEMENT CORPORATION ARES	ARES	132,123	$14.4m132.1k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	144,731	$13.6m144.7k shares
HOWARD HUGHES HOLDINGS INC HHH	HHH	184,930	$11.7m184.9k shares
AMPHENOL CORP APH	APH	53,185	$6.7m53.2k shares
ARM HOLDINGS PLC ARM	ARM	43,422	$6.6m43.4k shares
BLACKSTONE INC BX	BX	54,122	$6.2m54.1k shares
DAVE & BUSTERS ENTMT INC PLAY	PLAY	405,860	$4.4m405.9k shares
ZIFF DAVIS INC ZD	ZD	40,482	$1.7m40.5k shares
GRANITE CONSTR INC GVA	GVA	8,424	$1.0m8.4k shares