INTERCAPITAL, LLC

PrivateCIK: 2108411
Location

AUSTIN, TX

92
Positions
$299.37M
Total AUM (reported)
4.34M
Total Shares

Allocation by class

TOTAL AUM$299.37M92 positions
COM$150.36M50.2%
COM CL A$37.81M12.6%
CL A$23.62M7.9%
CL A COM$12.10M4.0%
STATE STREET ENE$10.41M3.5%
SHS$9.38M3.1%
SPONSORED ADS$7.31M2.4%

Portfolio Concentration

Top 328.0%4–1024.6%11–2524.3%Rest23.1%TOP 1052.6%0%100%
Top 3$83.87M28.0%
4–10$73.65M24.6%
11–25$72.78M24.3%
Rest$69.07M23.1%

Top 3 weight

28.0%

Top 10 weight

52.6%

Voting Authority Distribution

Total shares with voting rights: 4.34M

Sole

Full voting authority

3.07M

shares

% of voting shares70.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.28M

shares

% of voting shares29.4%

Investment Discretion (by position count)

Sole92
Shared0
Other0
Dominant voting typeSole · 70.6% of voting shares
Institutional Holdings92
Rows:

MICROSOFT CORP

SOLE
COM
Shares131.90K
TypeSH
Market value$48.83M
16.31%
Sole
29.90K
Shared
0.00
None
102K

LULULEMON ATHLETICA INC

SOLE
COM
Shares133K
TypeSH
Market value$20.36M
6.80%
Sole
87K
Shared
0.00
None
46K

AFFIRM HLDGS INC

SOLE
COM CL A
Shares320.47K
TypeSH
Market value$14.68M
4.90%
Sole
233.37K
Shared
0.00
None
87.10K

REDDIT INC

SOLE
CL A
Shares100.50K
TypeSH
Market value$13.53M
4.52%
Sole
98.50K
Shared
0.00
None
2K

AMAZON COM INC

SOLE
COM
Shares59K
TypeSH
Market value$12.29M
4.10%
Sole
59K
Shared
0.00
None
0.00

DUOLINGO INC

SOLE
CL A COM
Shares117.50K
TypeSH
Market value$11.58M
3.87%
Sole
60K
Shared
0.00
None
57.50K

MERCADOLIBRE INC

SOLE
COM
Shares6.25K
TypeSH
Market value$10.81M
3.61%
Sole
5.75K
Shared
0.00
None
500.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares170K
TypeSH
Market value$10.41M
3.48%
Sole
0.00
Shared
0.00
None
170K

BOEING CO

SOLE
COM
Shares39K
TypeSH
Market value$7.76M
2.59%
Sole
37K
Shared
0.00
None
2K

SEA LTD

SOLE
SPONSORD ADS
Shares87.71K
TypeSH
Market value$7.26M
2.43%
Sole
69.71K
Shared
0.00
None
18K

DAVE INC

SOLE
CLASS A COM NEW
Shares39.39K
TypeSH
Market value$6.86M
2.29%
Sole
39.39K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares45.50K
TypeSH
Market value$6.69M
2.24%
Sole
0.00
Shared
0.00
None
45.50K

COMPASS INC

SOLE
CL A
Shares893.46K
TypeSH
Market value$6.53M
2.18%
Sole
868.46K
Shared
0.00
None
25K

BROADCOM INC

SOLE
COM
Shares21K
TypeSH
Market value$6.50M
2.17%
Sole
18.50K
Shared
0.00
None
2.50K

ISHARES TR

SOLE
20 YR TR BD ETF
Shares70K
TypeSH
Market value$6.07M
2.03%
Sole
0.00
Shared
0.00
None
70K

RIVIAN AUTOMOTIVE INC

SOLE
COM CL A
Shares382.44K
TypeSH
Market value$5.76M
1.92%
Sole
225.44K
Shared
0.00
None
157K

CIRCLE INTERNET GROUP INC

SOLE
COM CL A
Shares60.20K
TypeSH
Market value$5.74M
1.92%
Sole
57.20K
Shared
0.00
None
3K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares14.90K
TypeSH
Market value$5.04M
1.68%
Sole
14.90K
Shared
0.00
None
0.00

WIX COM LTD

SOLE
SHS
Shares51.58K
TypeSH
Market value$4.65M
1.55%
Sole
46.58K
Shared
0.00
None
5K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares10K
TypeSH
Market value$3.83M
1.28%
Sole
0.00
Shared
0.00
None
10K

PROLOGIS INC.

SOLE
COM
Shares24.90K
TypeSH
Market value$3.29M
1.10%
Sole
24.90K
Shared
0.00
None
0.00

HIMS & HERS HEALTH INC

SOLE
COM CL A
Shares158.51K
TypeSH
Market value$3.29M
1.10%
Sole
158.51K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares8K
TypeSH
Market value$2.97M
0.99%
Sole
0.00
Shared
0.00
None
8K

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares35K
TypeSH
Market value$2.78M
0.93%
Sole
0.00
Shared
0.00
None
35K

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares47K
TypeSH
Market value$2.77M
0.93%
Sole
47K
Shared
0.00
None
0.00
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