PINCUS CAPITAL MANAGEMENT, LP

PrivateCIK: 2109652
Location

NEW YORK, NY

50
Positions
$143.62M
Total AUM (reported)
654.79K
Total Shares

Allocation by class

TOTAL AUM$143.62M50 positions
COM$94.44M65.8%
COM NEW$11.81M8.2%
UNIT SER 1$9.17M6.4%
CAP STK CL A$8.37M5.8%
COM CL A$4.85M3.4%
TR UNIT$4.25M3.0%
CL A$3.71M2.6%

Portfolio Concentration

Top 342.2%4–1028.5%11–2520.2%Rest9.1%TOP 1070.7%0%100%
Top 3$60.58M42.2%
4–10$40.96M28.5%
11–25$28.97M20.2%
Rest$13.11M9.1%

Top 3 weight

42.2%

Top 10 weight

70.7%

Voting Authority Distribution

Total shares with voting rights: 654.79K

Sole

Full voting authority

654.79K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:

PROCTER & GAMBLE CO

SOLE
COM
Shares237.02K
TypeSH
Market value$34.24M
23.84%
Sole
237.02K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares67.63K
TypeSH
Market value$17.16M
11.95%
Sole
67.63K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares15.90K
TypeSH
Market value$9.17M
6.39%
Sole
15.90K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares42.94K
TypeSH
Market value$9.17M
6.39%
Sole
42.94K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares29.11K
TypeSH
Market value$8.37M
5.83%
Sole
29.11K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares17.76K
TypeSH
Market value$6.57M
4.58%
Sole
17.76K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares42.50K
TypeSH
Market value$5.11M
3.56%
Sole
42.50K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares6.54K
TypeSH
Market value$4.25M
2.96%
Sole
6.54K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.83K
TypeSH
Market value$3.81M
2.65%
Sole
3.83K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares12.15K
TypeSH
Market value$3.67M
2.56%
Sole
12.15K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares25.55K
TypeSH
Market value$2.94M
2.05%
Sole
25.55K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares5.61K
TypeSH
Market value$2.76M
1.92%
Sole
5.61K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares2.53K
TypeSH
Market value$2.33M
1.62%
Sole
2.53K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares3.69K
TypeSH
Market value$2.28M
1.59%
Sole
3.69K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares3.69K
TypeSH
Market value$2.03M
1.41%
Sole
3.69K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares16.27K
TypeSH
Market value$1.92M
1.34%
Sole
16.27K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares6.75K
TypeSH
Market value$1.92M
1.33%
Sole
6.75K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares10.94K
TypeSH
Market value$1.91M
1.33%
Sole
10.94K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares7.65K
TypeSH
Market value$1.87M
1.30%
Sole
7.65K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares6.01K
TypeSH
Market value$1.86M
1.29%
Sole
6.01K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares5.45K
TypeSH
Market value$1.79M
1.25%
Sole
5.45K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares2.72K
TypeSH
Market value$1.56M
1.08%
Sole
2.72K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares4.75K
TypeSH
Market value$1.36M
0.95%
Sole
4.75K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.46K
TypeSH
Market value$1.28M
0.89%
Sole
1.46K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares4.71K
TypeSH
Market value$1.18M
0.82%
Sole
4.71K
Shared
0.00
None
0.00
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