Palogic Value Management, L.P.
Annual return '25
+30.7%
SPY '25
+17.7%
Alpha
+13.0ptsvs SPY
Invested
$236.8M
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (7.66M shares)
4.9%
02
$GOOG
ALPHABET INC
Q1 2026: New position (1.97M shares)
4.0%
03
$AVGO
BROADCOM INC
Q1 2026: New position (3.02M shares)
3.9%
04
$XOM
EXXON MOBIL CORP
Q1 2026: New position (955.7k shares)
3.3%
05
$SRLN
SSGA ACTIVE ETF TR
Q3 2025: Increased +9.8% (147.9k → 162.5k shares)
2.8%
06
$BHP
BHP BILLITON LIMITED
Q2 2025: New position (85.1k shares)
2.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.73M shares)
2.4%
08
$LPRO
OPEN LENDING CORP
Q3 2025: Sold 31.6% (5.90M → 4.04M shares)
2.4%
09
$BIL
SPDR SERIES TRUST
Q3 2025: Exited (was 100.1k shares)
2.2%
10
$HYG
ISHARES TR
Q1 2026: New position (2.49M shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:05 UTC.