Filed: 8/13/2025ACC: 0001642044-25-000006
📋 What this filing means
TRADELINK CAPITAL LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $28.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$28.2K
Total AUM (reported)
423.86K
Total Shares
Allocation by class
COM$28.1K99.6%
OPT$125.000.4%
Portfolio Concentration
Top 3$8.3K29.3%
4–10$7.5K26.7%
11–25$7.9K27.9%
Rest$4.5K16.0%
Top 3 weight
29.3%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 51.00
Sole
Full voting authority
20.00
shares
% of voting shares39.2%
Shared
Joint voting authority
31.00
shares
% of voting shares60.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeShared · 60.8% of voting shares
Institutional Holdings51
Rows:
iShares Russell Mid-Cap Growth ETF
SOLEShares32.40K
TypeSH
Market value$4.5K
15.91%
Sole
1.00
Shared
0.00
None
0.00
Palantir Technologies Inc
SOLEShares18.30K
TypeSH
Market value$2.5K
8.84%
Sole
1.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.30K
TypeSH
Market value$1.3K
4.59%
Sole
1.00
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares7.10K
TypeSH
Market value$1.3K
4.43%
Sole
1.00
Shared
0.00
None
0.00
CoStar Group Inc
SOLEShares15.08K
TypeSH
Market value$1.2K
4.30%
Sole
0.00
Shared
1.00
None
0.00
Zebra Technologies Corp
SOLEShares3.54K
TypeSH
Market value$1.1K
3.87%
Sole
0.00
Shared
1.00
None
0.00
Haemonetics Corp
SOLEShares13.97K
TypeSH
Market value$1.0K
3.69%
Sole
0.00
Shared
1.00
None
0.00
Wns (holdings) Ltd
SOLEShares16.18K
TypeSH
Market value$1.0K
3.62%
Sole
0.00
Shared
1.00
None
0.00
Oshkosh Corp
SOLEShares8.43K
TypeSH
Market value$957.00
3.39%
Sole
0.00
Shared
1.00
None
0.00
Merck & Co Inc
SOLEShares12K
TypeSH
Market value$950.00
3.36%
Sole
1.00
Shared
0.00
None
0.00
John Wiley & Sons Inc
SOLEShares20.06K
TypeSH
Market value$895.00
3.17%
Sole
0.00
Shared
1.00
None
0.00
Salesforce Inc
SOLEShares3K
TypeSH
Market value$818.00
2.90%
Sole
1.00
Shared
0.00
None
0.00
Applovin Corp
SOLEShares2K
TypeSH
Market value$700.00
2.48%
Sole
1.00
Shared
0.00
None
0.00
Corning Inc
SOLEShares13.21K
TypeSH
Market value$695.00
2.46%
Sole
0.00
Shared
1.00
None
0.00
Doubleverify Holdings Inc
SOLEShares40.52K
TypeSH
Market value$607.00
2.15%
Sole
0.00
Shared
1.00
None
0.00
Ciena Corp
SOLEShares6.94K
TypeSH
Market value$565.00
2.00%
Sole
0.00
Shared
1.00
None
0.00
Element Solutions Inc
SOLEShares20.95K
TypeSH
Market value$475.00
1.68%
Sole
0.00
Shared
1.00
None
0.00
ABM Industries Inc
SOLEShares9.63K
TypeSH
Market value$455.00
1.61%
Sole
0.00
Shared
1.00
None
0.00
Sensata Technologies Holding PLC
SOLEShares14.34K
TypeSH
Market value$432.00
1.53%
Sole
0.00
Shared
1.00
None
0.00
DexCom Inc
SOLEShares4.74K
TypeSH
Market value$413.00
1.46%
Sole
0.00
Shared
1.00
None
0.00
OPENLANE Inc
SOLEShares15.97K
TypeSH
Market value$390.00
1.38%
Sole
0.00
Shared
1.00
None
0.00
Minerals Technologies Inc
SOLEShares6.71K
TypeSH
Market value$370.00
1.31%
Sole
0.00
Shared
1.00
None
0.00
Qualcomm Inc
SOLEShares2.30K
TypeSH
Market value$366.00
1.30%
Sole
1.00
Shared
0.00
None
0.00
MSC Industrial Direct Co Inc
SOLEShares4.26K
TypeSH
Market value$362.00
1.28%
Sole
0.00
Shared
1.00
None
0.00
JPMorgan Chase & Co
SOLEShares1.20K
TypeSH
Market value$348.00
1.23%
Sole
1.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Russell Mid-Cap Growth ETFSOLE | COM | 32.40K | SH | $4.5K 15.91% | 1.00 | 0.00 | 0.00 |
Palantir Technologies IncSOLE | COM | 18.30K | SH | $2.5K 8.84% | 1.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 7.30K | SH | $1.3K 4.59% | 1.00 | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 7.10K | SH | $1.3K 4.43% | 1.00 | 0.00 | 0.00 |
CoStar Group IncSOLE | COM | 15.08K | SH | $1.2K 4.30% | 0.00 | 1.00 | 0.00 |
Zebra Technologies CorpSOLE | COM | 3.54K | SH | $1.1K 3.87% | 0.00 | 1.00 | 0.00 |
Haemonetics CorpSOLE | COM | 13.97K | SH | $1.0K 3.69% | 0.00 | 1.00 | 0.00 |
Wns (holdings) LtdSOLE | COM | 16.18K | SH | $1.0K 3.62% | 0.00 | 1.00 | 0.00 |
Oshkosh CorpSOLE | COM | 8.43K | SH | $957.00 3.39% | 0.00 | 1.00 | 0.00 |
Merck & Co IncSOLE | COM | 12K | SH | $950.00 3.36% | 1.00 | 0.00 | 0.00 |
John Wiley & Sons IncSOLE | COM | 20.06K | SH | $895.00 3.17% | 0.00 | 1.00 | 0.00 |
Salesforce IncSOLE | COM | 3K | SH | $818.00 2.90% | 1.00 | 0.00 | 0.00 |
Applovin CorpSOLE | COM | 2K | SH | $700.00 2.48% | 1.00 | 0.00 | 0.00 |
Corning IncSOLE | COM | 13.21K | SH | $695.00 2.46% | 0.00 | 1.00 | 0.00 |
Doubleverify Holdings IncSOLE | COM | 40.52K | SH | $607.00 2.15% | 0.00 | 1.00 | 0.00 |
Ciena CorpSOLE | COM | 6.94K | SH | $565.00 2.00% | 0.00 | 1.00 | 0.00 |
Element Solutions IncSOLE | COM | 20.95K | SH | $475.00 1.68% | 0.00 | 1.00 | 0.00 |
ABM Industries IncSOLE | COM | 9.63K | SH | $455.00 1.61% | 0.00 | 1.00 | 0.00 |
Sensata Technologies Holding PLCSOLE | COM | 14.34K | SH | $432.00 1.53% | 0.00 | 1.00 | 0.00 |
DexCom IncSOLE | COM | 4.74K | SH | $413.00 1.46% | 0.00 | 1.00 | 0.00 |
OPENLANE IncSOLE | COM | 15.97K | SH | $390.00 1.38% | 0.00 | 1.00 | 0.00 |
Minerals Technologies IncSOLE | COM | 6.71K | SH | $370.00 1.31% | 0.00 | 1.00 | 0.00 |
Qualcomm IncSOLE | COM | 2.30K | SH | $366.00 1.30% | 1.00 | 0.00 | 0.00 |
MSC Industrial Direct Co IncSOLE | COM | 4.26K | SH | $362.00 1.28% | 0.00 | 1.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 1.20K | SH | $348.00 1.23% | 1.00 | 0.00 | 0.00 |
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