Filed: 8/13/2026ACC: 0002111167-26-000003
📋 What this filing means
TRITONPOINT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 351 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
351
Positions
$1.21B
Total AUM (reported)
8.70M
Total Shares
Allocation by class
COM$639.42M53.0%
COM NEW$55.93M4.6%
CAP STK CL A$49.39M4.1%
CAP STK CL C$45.16M3.7%
GROWTH ETF$37.48M3.1%
CL A$33.61M2.8%
S&P 500 ETF SHS$24.16M2.0%
Portfolio Concentration
Top 3$196.24M16.3%
4–10$212.60M17.6%
11–25$225.35M18.7%
Rest$571.33M47.4%
Top 3 weight
16.3%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole351
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings351
Rows:
APPLE INC
SOLEShares351.42K
TypeSH
Market value$101.69M
8.44%
Sole
0.00
Shared
0.00
None
351.42K
ALPHABET INC
SOLEShares138.20K
TypeSH
Market value$49.39M
4.10%
Sole
0.00
Shared
0.00
None
138.20K
ALPHABET INC
SOLEShares127.83K
TypeSH
Market value$45.16M
3.75%
Sole
0.00
Shared
0.00
None
127.83K
AMAZON COM INC
SOLEShares170.45K
TypeSH
Market value$40.62M
3.37%
Sole
0.00
Shared
0.00
None
170.45K
VANGUARD INDEX FDS
SOLEShares435.07K
TypeSH
Market value$37.48M
3.11%
Sole
0.00
Shared
0.00
None
435.07K
LAM RESEARCH CORP
SOLEShares70.83K
TypeSH
Market value$30.71M
2.55%
Sole
0.00
Shared
0.00
None
70.83K
JPMORGAN CHASE & CO
SOLEShares87.44K
TypeSH
Market value$28.62M
2.37%
Sole
0.00
Shared
0.00
None
87.44K
MICROSOFT CORP
SOLEShares73.30K
TypeSH
Market value$27.34M
2.27%
Sole
0.00
Shared
0.00
None
73.30K
VANGUARD INDEX FDS
SOLEShares35.18K
TypeSH
Market value$24.16M
2.00%
Sole
0.00
Shared
0.00
None
35.18K
ISHARES TR
SOLEShares93.85K
TypeSH
Market value$23.67M
1.96%
Sole
0.00
Shared
0.00
None
93.85K
NVIDIA CORPORATION
SOLEShares115.89K
TypeSH
Market value$23.19M
1.92%
Sole
0.00
Shared
0.00
None
115.89K
VISA INC
SOLEShares58.07K
TypeSH
Market value$19.92M
1.65%
Sole
0.00
Shared
0.00
None
58.07K
XPO INC
SOLEShares93.06K
TypeSH
Market value$19.10M
1.58%
Sole
0.00
Shared
0.00
None
93.06K
JOHNSON & JOHNSON
SOLEShares74.44K
TypeSH
Market value$18.91M
1.57%
Sole
0.00
Shared
0.00
None
74.44K
ISHARES TR
SOLEShares20.82K
TypeSH
Market value$15.59M
1.29%
Sole
0.00
Shared
0.00
None
20.82K
DOVER CORP
SOLEShares67.69K
TypeSH
Market value$15.18M
1.26%
Sole
0.00
Shared
0.00
None
67.69K
WALMART INC
SOLEShares128.12K
TypeSH
Market value$14.51M
1.20%
Sole
0.00
Shared
0.00
None
128.12K
BROADSTONE NET LEASE INC
SOLEShares675.65K
TypeSH
Market value$14.16M
1.17%
Sole
0.00
Shared
0.00
None
675.65K
MASTERCARD INCORPORATED
SOLEShares26.95K
TypeSH
Market value$13.84M
1.15%
Sole
0.00
Shared
0.00
None
26.95K
TJX COS INC NEW
SOLEShares83.30K
TypeSH
Market value$12.62M
1.05%
Sole
0.00
Shared
0.00
None
83.30K
SELECT SECTOR SPDR TR
SOLEShares66.68K
TypeSH
Market value$12.35M
1.02%
Sole
0.00
Shared
0.00
None
66.68K
DANAHER CORPORATION
SOLEShares63.24K
TypeSH
Market value$12.07M
1.00%
Sole
0.00
Shared
0.00
None
63.24K
SELECT SECTOR SPDR TR
SOLEShares60.50K
TypeSH
Market value$11.53M
0.96%
Sole
0.00
Shared
0.00
None
60.50K
INTUITIVE SURGICAL INC
SOLEShares28.22K
TypeSH
Market value$11.22M
0.93%
Sole
0.00
Shared
0.00
None
28.22K
SELECT SECTOR SPDR TR
SOLEShares208K
TypeSH
Market value$11.15M
0.92%
Sole
0.00
Shared
0.00
None
208K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 351.42K | SH | $101.69M 8.44% | 0.00 | 0.00 | 351.42K |
ALPHABET INCSOLE | CAP STK CL A | 138.20K | SH | $49.39M 4.10% | 0.00 | 0.00 | 138.20K |
ALPHABET INCSOLE | CAP STK CL C | 127.83K | SH | $45.16M 3.75% | 0.00 | 0.00 | 127.83K |
AMAZON COM INCSOLE | COM | 170.45K | SH | $40.62M 3.37% | 0.00 | 0.00 | 170.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 435.07K | SH | $37.48M 3.11% | 0.00 | 0.00 | 435.07K |
LAM RESEARCH CORPSOLE | COM NEW | 70.83K | SH | $30.71M 2.55% | 0.00 | 0.00 | 70.83K |
JPMORGAN CHASE & COSOLE | COM | 87.44K | SH | $28.62M 2.37% | 0.00 | 0.00 | 87.44K |
MICROSOFT CORPSOLE | COM | 73.30K | SH | $27.34M 2.27% | 0.00 | 0.00 | 73.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.18K | SH | $24.16M 2.00% | 0.00 | 0.00 | 35.18K |
ISHARES TRSOLE | U.S. TECH ETF | 93.85K | SH | $23.67M 1.96% | 0.00 | 0.00 | 93.85K |
NVIDIA CORPORATIONSOLE | COM | 115.89K | SH | $23.19M 1.92% | 0.00 | 0.00 | 115.89K |
VISA INCSOLE | COM CL A | 58.07K | SH | $19.92M 1.65% | 0.00 | 0.00 | 58.07K |
XPO INCSOLE | COM | 93.06K | SH | $19.10M 1.58% | 0.00 | 0.00 | 93.06K |
JOHNSON & JOHNSONSOLE | COM | 74.44K | SH | $18.91M 1.57% | 0.00 | 0.00 | 74.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.82K | SH | $15.59M 1.29% | 0.00 | 0.00 | 20.82K |
DOVER CORPSOLE | COM | 67.69K | SH | $15.18M 1.26% | 0.00 | 0.00 | 67.69K |
WALMART INCSOLE | COM | 128.12K | SH | $14.51M 1.20% | 0.00 | 0.00 | 128.12K |
BROADSTONE NET LEASE INCSOLE | COM | 675.65K | SH | $14.16M 1.17% | 0.00 | 0.00 | 675.65K |
MASTERCARD INCORPORATEDSOLE | CL A | 26.95K | SH | $13.84M 1.15% | 0.00 | 0.00 | 26.95K |
TJX COS INC NEWSOLE | COM | 83.30K | SH | $12.62M 1.05% | 0.00 | 0.00 | 83.30K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 66.68K | SH | $12.35M 1.02% | 0.00 | 0.00 | 66.68K |
DANAHER CORPORATIONSOLE | COM | 63.24K | SH | $12.07M 1.00% | 0.00 | 0.00 | 63.24K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 60.50K | SH | $11.53M 0.96% | 0.00 | 0.00 | 60.50K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 28.22K | SH | $11.22M 0.93% | 0.00 | 0.00 | 28.22K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 208K | SH | $11.15M 0.92% | 0.00 | 0.00 | 208K |
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