Telligent Fund, LP — 13F holdings

Telligent Fund, LP reported 23 holdings worth $136M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $17.3M (12.8%)
2. INTC Intel Corp — $12.6M (9.3%)
3. GEV GE VERNOVA INC — $11.7M (8.7%)
4. AVGO BROADCOM INC — $11.3M (8.4%)
5. NVDA NVIDIA CORPORATION — $9.60M (7.1%)
6. GOOG ALPHABET INC — $9.33M (6.9%)
7. VRT VERTIV HOLDINGS CO — $8.37M (6.2%)
8. LLY ELI LILLY & CO — $7.92M (5.8%)
9. KLAC KLA CORP — $6.03M (4.4%)
10. AMD ADVANCED MICRO DEVICES INC — $5.81M (4.3%)