Incision Capital Management LP
SAN FRANCISCO, CA · CIK 2049997 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2026 · limited partnership
- Assets managed$220.3m
- Staff2 · 2 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $220.3m gross assets
- Websiteincisioncapital.com
- Form ADV · 2026-06-03SEC adviser record
- Legal entityINCISION CAPITAL MANAGEMENT LP (US)
- Kindhedge funds, futures
- Others nearbySan Francisco, CA
As an employer
- Offices in1 country
- Private fundshedge 1
$103.2m
reported value
+13.9% vs Q1 2026
5positions
100.0%in top 10
1 new
1 added
3 reduced
0 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 | Value | Change |
|---|---|---|
| SEA LTD SE | $31.1m30.18% | Added +15.0k |
| CROCS INC CROX | $25.3m24.55% | Reduced -140.0k |
| TECK RESOURCES LTD TECK | $19.3m18.72% | Reduced -50.0k |
| ELDORADO GOLD CORP NEW EGO | $15.5m15.06% | New |
| EXPAND ENERGY CORPORATION EXE | $11.9m11.49% | Reduced -20.0k |