Incline Global Management LLC
20 holdingsFiling period: 2026-06-30Current AUM: $352.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | FTAI AVIATION LTD | 101.3K | $27.4M | $27.4M | 7.79% | -- | 2026-06-30 |
| 2 | LITE | LUMENTUM HLDGS INC | 30.9K | $26.5M | $28.9M | 8.22% | -- | 2026-06-30 |
| 3 | COHR | COHERENT CORP | 64.2K | $25.3M | $18.8M | 5.35% | +6.1K | 2026-06-30 |
| 4 | WEX | WEX INC | 174.9K | $24.7M | $33.2M | 9.44% | +159.3K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 97.4K | $23.2M | $24.5M | 6.97% | +33.3K | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 39.2K | $22.1M | $25.3M | 7.18% | +13.3K | 2026-06-30 |
| 7 | — | FLEX LTD | 128.3K | $20.8M | $20.8M | 5.91% | -- | 2026-06-30 |
| 8 | SKM | SK TELECOM CO LTD | 634.8K | $20.4M | $23.5M | 6.68% | -- | 2026-06-30 |
| 9 | ON | ON SEMICONDUCTOR CORP | 209.9K | $19.8M | $14.7M | 4.18% | -- | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 95.0K | $19.0M | $20.7M | 5.89% | -- | 2026-06-30 |
| 11 | VRT | VERTIV HOLDINGS CO | 56.2K | $18.8M | $13.9M | 3.96% | -- | 2026-06-30 |
| 12 | — | STONECO LTD | 1.64M | $17.8M | $17.8M | 5.06% | +1.51M | 2026-06-30 |
| 13 | ANET | ARISTA NETWORKS INC | 103.0K | $17.5M | $19.5M | 5.53% | -- | 2026-06-30 |
| 14 | — | PAGSEGURO DIGITAL LTD | 1.67M | $15.1M | $15.1M | 4.30% | +1.51M | 2026-06-30 |
| 15 | STM | STMICROELECTRONICS N V | 199.8K | $15.0M | $10.1M | 2.88% | -- | 2026-06-30 |
| 16 | ADI | ANALOG DEVICES INC | 37.4K | $14.8M | $13.5M | 3.83% | -- | 2026-06-30 |
| 17 | TLN | TALEN ENERGY CORP | 30.8K | $11.8M | $9.6M | 2.72% | -- | 2026-06-30 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.0K | $7.6M | $6.8M | 1.94% | -- | 2026-06-30 |
| 19 | — | NVENT ELEC PLC | 35.3K | $6.0M | $6.0M | 1.70% | -- | 2026-06-30 |
| 20 | POWI | POWER INTEGRATIONS INC | 32.5K | $2.7M | $1.6M | 0.46% | -- | 2026-06-30 |
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