PALOGIC VALUE MANAGEMENT, L.P.

PrivateCIK: 1532943
Location

DALLAS, TX

190
Positions
$303.60M
Total AUM (reported)
20.09M
Total Shares

Allocation by class

TOTAL AUM$303.60M190 positions
COM$181.25M59.7%
CAP STK CL C$11.68M3.8%
ST STR BLO 1 ETF$11.41M3.8%
COM CL A$9.21M3.0%
UNIT SER 1$7.36M2.4%
SPONSORED ADS$6.69M2.2%
ST STR BL LN ETF$6.57M2.2%

Portfolio Concentration

Top 316.5%4–1018.1%11–2519.4%Rest46.0%TOP 1034.6%0%100%
Top 3$49.97M16.5%
4–10$54.98M18.1%
11–25$58.89M19.4%
Rest$139.77M46.0%

Top 3 weight

16.5%

Top 10 weight

34.6%

Voting Authority Distribution

Total shares with voting rights: 20.09M

Sole

Full voting authority

15.23M

shares

% of voting shares75.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.86M

shares

% of voting shares24.2%

Investment Discretion (by position count)

Sole190
Shared0
Other0
Dominant voting typeSole · 75.8% of voting shares
Institutional Holdings190
Rows:

APPLE INC

SOLE
COM
Shares92.88K
TypeSH
Market value$26.87M
8.85%
Sole
48.95K
Shared
0.00
None
43.93K

ALPHABET INC

SOLE
CAP STK CL C
Shares33.05K
TypeSH
Market value$11.68M
3.85%
Sole
0.00
Shared
0.00
None
33.05K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares124.54K
TypeSH
Market value$11.41M
3.76%
Sole
119K
Shared
0.00
None
5.54K

BROADCOM INC

SOLE
COM
Shares27.94K
TypeSH
Market value$10.55M
3.48%
Sole
0.00
Shared
0.00
None
27.94K

HEALTH CATALYST INC

SOLE
COM
Shares4.92M
TypeSH
Market value$9.80M
3.23%
Sole
4.92M
Shared
0.00
None
7.36K

MICROSOFT CORP

SOLE
COM
Shares21.09K
TypeSH
Market value$7.87M
2.59%
Sole
5.50K
Shared
0.00
None
15.59K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares10K
TypeSH
Market value$7.36M
2.43%
Sole
10K
Shared
0.00
None
0.00

SSGA ACTIVE ETF TR

SOLE
ST STR BL LN ETF
Shares163.16K
TypeSH
Market value$6.57M
2.16%
Sole
0.00
Shared
0.00
None
163.16K

BHP BILLITON LIMITED

SOLE
SPONSORED ADS
Shares77.85K
TypeSH
Market value$6.49M
2.14%
Sole
0.00
Shared
0.00
None
77.85K

EXXON MOBIL CORP

SOLE
COM
Shares46.38K
TypeSH
Market value$6.34M
2.09%
Sole
0.00
Shared
0.00
None
46.38K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares20K
TypeSH
Market value$6.01M
1.98%
Sole
20K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares18.50K
TypeSH
Market value$4.66M
1.53%
Sole
0.00
Shared
0.00
None
18.50K

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares57.12K
TypeSH
Market value$4.57M
1.50%
Sole
0.00
Shared
0.00
None
57.12K

NUVEEN AMT FREE QLTY MUN INC

SOLE
COM
Shares380.87K
TypeSH
Market value$4.47M
1.47%
Sole
0.00
Shared
0.00
None
380.87K

AMAZON COM INC

SOLE
COM
Shares18.02K
TypeSH
Market value$4.30M
1.41%
Sole
0.00
Shared
0.00
None
18.02K

NUVEEN QUALITY MUNCP INCOME

SOLE
COM
Shares350.71K
TypeSH
Market value$4.25M
1.40%
Sole
0.00
Shared
0.00
None
350.71K

SHELL PLC

SOLE
SPON ADS
Shares54.70K
TypeSH
Market value$4.24M
1.40%
Sole
13K
Shared
0.00
None
41.70K

TRIPADVISOR INC

SOLE
COM
Shares280.20K
TypeSH
Market value$3.84M
1.27%
Sole
280K
Shared
0.00
None
205.00

NUVEEN AMT FREE MUN CR INC F

SOLE
COM
Shares291.03K
TypeSH
Market value$3.73M
1.23%
Sole
0.00
Shared
0.00
None
291.03K

FLYWIRE CORPORATION

SOLE
COM VTG
Shares200.28K
TypeSH
Market value$3.52M
1.16%
Sole
200K
Shared
0.00
None
279.00

GLOBAL PMTS INC

SOLE
COM
Shares47.41K
TypeSH
Market value$3.44M
1.13%
Sole
47K
Shared
0.00
None
405.00

EXPENSIFY INC

SOLE
COM CL A
Shares1.77M
TypeSH
Market value$3.17M
1.04%
Sole
1.76M
Shared
0.00
None
3.46K

LIVEPERSON INC

SOLE
NOTE 12/1
Shares3.90M
TypePRN
Market value$3.02M
1.00%
Sole
3.90M
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares50.32K
TypeSH
Market value$2.87M
0.94%
Sole
0.00
Shared
0.00
None
50.32K

AMGEN INC

SOLE
COM
Shares7.79K
TypeSH
Market value$2.82M
0.93%
Sole
0.00
Shared
0.00
None
7.79K
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