Vault-13

Resolute Capital Asset Partners LLC

DENVER, CO · CIK 1834913 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

As an employer

$234.1m reported value +23.2% vs Q1 2026
48positions
50.5%in top 10
25 new 8 added 11 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).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ASCENDIS PHARMA A/S ORD SHS ASND ASND 118,627 $31.6m13.52% 13.52% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 118.6k
2 ANDERSONS INC COM ANDE ANDE 260,999 $17.9m7.63% 7.63% ReducedShares held: Q3 2025 20.0k, Q4 2025 260.0k, Q1 2026 270.0k, Q2 2026 261.0k -9.0k -9,001 -3.3%
3 AMAZON COM INC COM AMZN AMZN 55,000 $13.1m5.60% 5.60% AddedShares held: Q3 2025 40.0k, Q4 2025 71.2k, Q1 2026 34.3k, Q2 2026 55.0k +20.7k +20,659 60.2%
4 ARGENX SE SPONSORED ADR ARGX ARGX 12,000 $11.1m4.76% 4.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 12.0k
5 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 17,500 $8.0m3.43% 3.43% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 17.5k
6 TEXAS PACIFIC LAND CORPORATI COM TPL TPL 17,500 $7.7m3.27% 3.27% ReducedShares held: Q3 2025 0, Q4 2025 45.5k, Q1 2026 25.5k, Q2 2026 17.5k -8.0k -8,000 -31.4%
7 LEGEND BIOTECH CORP SPONSORED ADS LEGN LEGN 260,871 $7.5m3.22% 3.22% NewShares held: Q3 2025 31.0k, Q4 2025 0, Q1 2026 0, Q2 2026 260.9k
8 CLEAN HARBORS INC COM CLH CLH 25,000 $7.5m3.19% 3.19% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 20.0k, Q2 2026 25.0k +5.0k +5,000 25.0%
9 LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH LTH 170,000 $6.9m2.97% 2.97% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 125.0k, Q2 2026 170.0k +45.0k +45,000 36.0%
10 AGILYSYS INC COM AGYS AGYS 65,000 $6.8m2.90% 2.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 65.0k
11 UNITED AIRLS HLDGS INC COM UAL UAL 41,300 $5.6m2.40% 2.40% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 20.0k, Q2 2026 41.3k +21.3k +21,300 106.5%
12 QUALCOMM INC COM QCOM QCOM 30,000 $5.5m2.37% 2.37% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k
13 DARLING INGREDIENTS INC COM DAR DAR 95,000 $5.2m2.22% 2.22% AddedShares held: Q3 2025 0, Q4 2025 85.0k, Q1 2026 85.0k, Q2 2026 95.0k +10.0k +10,000 11.8%
14 UNIVERSAL TECHNICAL INST INC COM UTI UTI 121,297 $5.2m2.22% 2.22% AddedShares held: Q3 2025 0, Q4 2025 90.0k, Q1 2026 71.3k, Q2 2026 121.3k +50.0k +50,000 70.1%
15 VERSIGENT PLC ORDINARY SHARES VGNT VGNT 120,000 $5.0m2.15% 2.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 120.0k
16 VALVOLINE INC COM VVV VVV 125,000 $4.9m2.11% 2.11% AddedShares held: Q3 2025 175.0k, Q4 2025 0, Q1 2026 75.0k, Q2 2026 125.0k +50.0k +50,000 66.7%
17 NOVANTA INC COM NOVT NOVT 30,000 $4.9m2.08% 2.08% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k
18 YORK SPACE SYSTEMS INC COM YSS YSS 184,206 $4.5m1.94% 1.94% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 204.2k, Q2 2026 184.2k -20.0k -20,000 -9.8%
19 BOEING CO COM BA BA 20,000 $4.3m1.85% 1.85% NewShares held: Q3 2025 15.0k, Q4 2025 0, Q1 2026 0, Q2 2026 20.0k
20 WILLIAMS COS INC COM WMB WMB 50,000 $3.7m1.59% 1.59% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 50.0k, Q2 2026 50.0k
21 FORGENT POWER SOLUTIONS INC COM SHS CL A FPS FPS 65,000 $3.6m1.55% 1.55% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 46.6k, Q2 2026 65.0k +18.4k +18,400 39.5%
22 EQT CORP COM EQT EQT 66,402 $3.5m1.51% 1.51% UnchangedShares held: Q3 2025 56.4k, Q4 2025 56.4k, Q1 2026 66.4k, Q2 2026 66.4k
23 MIRUM PHARMACEUTICALS INC COM MIRM MIRM 30,000 $3.5m1.50% 1.50% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k
24 CRANE COMPANY COMMON STOCK CR CR 15,000 $3.3m1.43% 1.43% ReducedShares held: Q3 2025 0, Q4 2025 30.0k, Q1 2026 17.5k, Q2 2026 15.0k -2.5k -2,500 -14.3%
25 AMRIZE LTD SHS AMRZ AMRZ 60,000 $3.2m1.37% 1.37% ReducedShares held: Q3 2025 0, Q4 2025 70.0k, Q1 2026 75.0k, Q2 2026 60.0k -15.0k -15,000 -20.0%
26 API GROUP CORP COM STK APG APG 75,000 $3.2m1.36% 1.36% ReducedShares held: Q3 2025 100.0k, Q4 2025 115.0k, Q1 2026 90.0k, Q2 2026 75.0k -15.0k -15,000 -16.7%
27 CECO ENVIRONMENTAL CORP COM CECO CECO 35,000 $3.2m1.36% 1.36% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 35.0k
28 VISTRA CORP COM VST VST 20,000 $3.2m1.36% 1.36% ReducedShares held: Q3 2025 0, Q4 2025 20.0k, Q1 2026 30.0k, Q2 2026 20.0k -10.0k -10,000 -33.3%
29 CELCUITY INC COM CELC CELC 30,000 $3.1m1.34% 1.34% NewShares held: Q3 2025 34.0k, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k
30 NRG ENERGY INC COM NEW NRG NRG 20,000 $2.9m1.25% 1.25% ReducedShares held: Q3 2025 35.0k, Q4 2025 25.0k, Q1 2026 45.0k, Q2 2026 20.0k -25.0k -25,000 -55.6%
31 ARROW ELECTRS INC COM ARW ARW 13,100 $2.8m1.19% 1.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 13.1k
32 SCHLUMBERGER LTD COM STK SLB SLB 60,000 $2.8m1.19% 1.19% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 60.0k, Q2 2026 60.0k
33 SCHWAB CHARLES CORP COM SCHW SCHW 30,000 $2.8m1.18% 1.18% ReducedShares held: Q3 2025 80.0k, Q4 2025 55.0k, Q1 2026 85.0k, Q2 2026 30.0k -55.0k -55,000 -64.7%
34 VICTORIAS SECRET AND CO COMMON STOCK VSXY VSXY 30,000 $2.5m1.07% 1.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.0k
35 WALKER & DUNLOP INC COM WD WD 45,000 $2.5m1.05% 1.05% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 45.0k
36 FIRST AMERN FINL CORP COM FAF FAF 35,000 $2.4m1.03% 1.03% ReducedShares held: Q3 2025 70.0k, Q4 2025 45.0k, Q1 2026 60.0k, Q2 2026 35.0k -25.0k -25,000 -41.7%
37 ABIVAX SA SPONSORED ADS ABVX ABVX 17,500 $2.3m1.00% 1.00% NewShares held: Q3 2025 40.0k, Q4 2025 65.0k, Q1 2026 0, Q2 2026 17.5k
38 UNITEDHEALTH GROUP INC COM UNH UNH 5,000 $2.1m0.89% 0.89% NewShares held: Q3 2025 15.0k, Q4 2025 0, Q1 2026 0, Q2 2026 5.0k
39 CAMECO CORP COM CCJ CCJ 20,000 $2.0m0.87% 0.87% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 20.0k
40 KODIAK SCIENCES INC COM KOD KOD 51,385 $2.0m0.86% 0.86% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 100.0k, Q2 2026 51.4k -48.6k -48,615 -48.6%
41 BWX TECHNOLOGIES INC COM BWXT BWXT 10,000 $1.9m0.83% 0.83% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 10.0k
42 MICROSOFT CORP COM MSFT MSFT 5,000 $1.9m0.80% 0.80% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.0k
43 ENTERPRISE PRODS PARTNERS L COM EPD EPD 50,000 $1.8m0.79% 0.79% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 50.0k, Q2 2026 50.0k
44 REPLIMUNE GROUP INC COM REPL REPL 125,000 $1.4m0.59% 0.59% NewShares held: Q3 2025 0, Q4 2025 175.0k, Q1 2026 0, Q2 2026 125.0k
45 FOX CORP CL A COM FOXA FOXA 25,000 $1.3m0.56% 0.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 25.0k
46 NEXTNAV INC COMMON STOCK NN NN 50,000 $891.5k0.38% 0.38% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 50.0k
47 MISSION PRODUCE INC COM AVO AVO 50,000 $589.5k0.25% 0.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 50.0k
48 OCTAVE INTELLIGENCE PLC ORD SHS CL B OCTV OCTV 10,000 $163.0k0.07% 0.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 10.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ASCENDIS PHARMA A/S 98,627 $22.6m98.6k shares
NVIDIA CORPORATION NVDA NVDA 35,000 $6.1m35.0k shares
UNITED THERAPEUTICS CORP DEL UTHR UTHR 10,000 $5.9m10.0k shares
CONSTELLATION ENERGY CORP CEG CEG 20,000 $5.6m20.0k shares
CHEVRON CORP NEW CVX CVX 25,000 $5.2m25.0k shares
ARM HOLDINGS PLC ARM ARM 28,000 $4.2m28.0k shares
DELL TECHNOLOGIES INC DELL DELL 25,000 $4.1m25.0k shares
CARPENTER TECHNOLOGY CORP CRS CRS 10,000 $3.9m10.0k shares
AAR CORP AIR AIR 30,000 $3.3m30.0k shares
TELEPHONE & DATA SYS INC TDS TDS 70,000 $2.9m70.0k shares
AUTONATION INC AN AN 12,500 $2.4m12.5k shares
ANTERIX INC ATEX ATEX 51,106 $2.0m51.1k shares
QUANTA SVCS INC PWR PWR 3,500 $1.9m3.5k shares
BUNGE GLOBAL SA BG BG 15,000 $1.9m15.0k shares
SOLSTICE ADVANCED MATLS INC SOLS SOLS 10,000 $761.6k10.0k shares
ORUKA THERAPEUTICS INC ORKA ORKA 12,500 $613.1k12.5k shares
GROCERY OUTLET HLDG CORP GO GO 50,000 $352.5k50.0k shares
SPRUCE BIOSCIENCES INC SPRB SPRB 4,000 $261.4k4.0k shares