11 Capital Partners LP — 13F holdings

11 Capital Partners LP reported 22 holdings worth $368M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LRCX LAM RESEARCH CORP — $28.3M (7.7%)
2. ASML ASML HOLDING N V — $27.4M (7.4%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $26.7M (7.3%)
4. MCO MOODYS CORP — $24.3M (6.6%)
5. V Visa Inc — $23.2M (6.3%)
6. GEV GE VERNOVA INC — $22.4M (6.1%)
7. LIN LINDE PLC — $21.5M (5.9%)
8. INVESCO QQQ TR — $19.9M (5.4%)
9. AAPL APPLE INC — $18.4M (5.0%)
10. AMZN AMAZON COM INC — $17.6M (4.8%)