Featured 13F manager
Avantyr Capital Partners, LP Ning Jin
New York, NY 3 processed 13Fs on this site · 2025 Q4–2026 Q2
- $2.7B
- 24 Positions
- 2026 Q2
- +30.5% QoQ
- Top 5 40.3%
Ning Jin files Avantyr Capital Partners, LP as a Form 13F. The latest book is 2026 Q2 at $2.7B, up 30.5% QoQ, led by VISA, Johnson Controls, and US Foods.
Portfolio
top 5 40.3% · top 10 66.1%
- V - VISA · CL A 10.1%
- JCI - Johnson Controls 8.4%
- USFD - US Foods 8.1%
- MSGS - MSG Sports · CL A 6.9%
- VMC - Vulcan Matls 6.8%
- COF - Capital One Finl 6.4%
- SGI - Somnigroup International 6.2%
- UNP - Union Pac 4.6%
- LPX - Louisiana Pac 4.5%
- NVDA - Nvidia 4.1%
- F - Ford Mtr 3.7%
- AER - Aercap 3.7%
- Other 26.5%
AUM over time
Book
| AMZN - Amazon | 11.13% | Hold | 804,632 | $230.82 | $186M |
| SCHW - Schwab Charles | 10.63% | Hold | 1,776,750 | $99.91 | $178M |
| JCI - Johnson Ctls Intl | 9.51% | Hold | 1,325,871 | $119.75 | $159M |
| FWONK - Liberty Media Del | 6.78% | Hold | 1,148,740 | $98.51 | $113M |
| MSFT - Microsoft | 6.34% | Hold | 218,750 | $483.62 | $106M |
| AER - Aercap | 6.26% | Hold | 726,937 | $143.76 | $105M |
| NVDA - Nvidia | 6.24% | Hold | 558,336 | $186.50 | $104M |
| BA - Boeing | 5.50% | Hold | 423,145 | $217.12 | $92M |
| COF - Capital One Finl | 5.49% | Hold | 378,400 | $242.36 | $92M |
| BAC - Bank of America | 5.30% | Hold | 1,607,285 | $55.00 | $88M |
| ASML — | 4.67% | Hold | 72,899 | $1,070 | $78M |
| UNP - Union Pac | 3.56% | Hold | 257,142 | $231.32 | $59M |
| GOOGL - Alphabet · CL A | 1.92% | Hold | 102,456 | $313.00 | $32M |
| SE - SEA | 1.85% | Hold | 242,529 | $127.57 | $31M |
| SPHR - Sphere Entertainment · CL A | 1.85% | Hold | 325,000 | $95.08 | $31M |
| AXON - Axon Enterprise | 1.69% | Hold | 49,741 | $567.93 | $28M |
| MSGS - MSG Sports · CL A | 1.53% | Hold | 99,000 | $258.65 | $26M |
| FAF - First Amern Finl | 1.49% | Hold | 405,996 | $61.44 | $25M |
| MRVL - Marvell Technology | 1.42% | Hold | 279,441 | $84.98 | $24M |
| INTC - Intel | 1.33% | Hold | 600,000 | $36.90 | $22M |
| TTWO - Take Two | 1.30% | Hold | 85,000 | $256.03 | $22M |
| SNOW - Snowflake | 1.20% | Hold | 91,437 | $219.36 | $20M |
| TSM - Taiwan Semiconductor Mfg | 1.18% | Hold | 65,000 | $303.89 | $20M |
| NIQ - Niq Global Intelligence | 1.09% | Hold | 1,100,000 | $16.49 | $18M |
| INFY - Infosys | 0.71% | Hold | 662,446 | $17.82 | $12M |
Filings history
3 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 24 | $2.7B | +30.5% | 13F-HR | 8/14/2026 | 000208737826000005 |
| 2026 Q1 | 22 | $2.1B | +24.7% | 13F-HR | 5/15/2026 | 000208737826000004 |
| 2025 Q4 | 25 | $1.7B | — | 13F-HR | 2/17/2026 | 000208737826000002 |
About
Avantyr Capital Partners, LP
3 processed 13Fs on this site · 2025 Q4–2026 Q2