STEELHEAD PARTNERS LLC — 13F holdings

STEELHEAD PARTNERS LLC reported 25 holdings worth $1.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. UBER TECHNOLOGIES INC — $144M (10.3%)
2. BRIDGEBIO PHARMA INC — $125M (8.9%)
3. AKAMAI TECHNOLOGIES INC — $120M (8.6%)
4. ALARM COM HLDGS INC — $85.5M (6.1%)
5. LCI INDS — $79.1M (5.6%)
6. ALNYLAM PHARMACEUTICALS INC — $78.2M (5.6%)
7. DEXCOM INC — $77.5M (5.5%)
8. NUTANIX INC — $73.5M (5.2%)
9. CLOUDFLARE INC — $64.4M (4.6%)
10. VARONIS SYS INC — $57.6M (4.1%)