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Up Capital Management - Q4 2025 13F Filings

UP

Up Capital Management, Inc.

CIK: 0002117787
Address: California Roseville 341 Lincoln St.
$111.81 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$111.81 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Up Capital Management Q4 2025 Filing Summary

Up Capital Management, Inc. filed its 13F report for Q4 2025 on March 23, 2026. The portfolio totaled 111.81 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 90.7% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Up Capital Management’s Q4 2025 Filing

Up Capital Management submitted their Form 13F-HR for the Q4 2025 period on 03/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Up Capital Management reported a managed portfolio value of 111.81 M, consisting of 24 individual positions.

This page displays the raw filing documents. To see which stocks Up Capital Management bought or sold during Q4 2025, please visit Up Capital Management's Portfolio Analysis page.