Scratch Capital LLC filed its 13F report for Q2 2026 on July 30, 2026. The portfolio totaled 201.49 M reflecting a +15.38% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 83.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.
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Scratch Capital submitted their Form 13F-HR for the Q2 2026 period on 07/30/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Scratch Capital reported a managed portfolio value of 201.49 M, consisting of 44 individual positions.
This page displays the raw filing documents. To see which stocks Scratch Capital bought or sold during Q2 2026, please visit Scratch Capital's Portfolio Analysis page.