Helix Partners Management LP
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$373.8M
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 98.4% (125.5k → 2.0k shares)
39.1%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
18.9%
03
$CORZ
CORE SCIENTIFIC INC NEW
Q1 2026: Exited (was 5.60M shares)
17.7%
04
$GNL
GLOBAL NET LEASE INC
Q1 2026: Exited (was 3.60M shares)
7.6%
05
$SATS
ECHOSTAR CORP
Q1 2026: Exited (was 240.0k shares)
5.7%
06
$COF
CAPITAL ONE FINL CORP
Q1 2026: Exited (was 11.0k shares)
3.8%
07
$PFSI
PENNYMAC FINL SVCS INC NEW
Held since at least Q1 2024
1.8%
08
$RCL
ROYAL CARIBBEAN GROUP
Held since at least Q1 2024
1.5%
09
$SYF
SYNCHRONY FINANCIAL
Q1 2026: Exited (was 44.0k shares)
1.4%
10
$CIFR
CIPHER DIGITAL INC
Q1 2025: New position (4.40M shares)
1.0%
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 16:27 UTC.