Fund Universe

Union Square Park Capital Management, LLC

CIK 0001666231 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.041
AUM ($M)
137
Positions
51
Turnover
0.38
Top-10 wt
54%
Herfindahl
0.039
History (qtrs)
6
Excess Return
not eligible

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Holdings · 71 positions · portfolio value $137M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
RH funds › RH ADD 8.4% +0.7% 11.5 70,000 +15,000 5
PTON funds › PELOTON INTERACTIVE INC ADD 7.1% +1.8% 9.8 1,650,000 +550,000 5
ESTA funds › ESTABLISHMENT LABS HLDGS INC ADD 6.6% +1.4% 9.0 105,000 +15,000 5
CUSIP:781386305 funds › RIDENOW GROUP INC TRIM 6.0% -0.8% 8.3 1,239,277 -348,214 5
COMP funds › COMPASS INC TRIM 5.8% +0.3% 8.0 650,000 -17,287 5
MNRO funds › MONRO INC NEW 5.3% +5.3% 7.3 425,000 +425,000 1
TDOC funds › TELADOC HEALTH INC TRIM 4.9% -0.5% 6.8 800,000 -200,000 5
GRPN funds › GROUPON INC NEW 3.6% +3.6% 4.9 205,000 +205,000 1
ABNB funds › AIRBNB INC HOLD 3.1% -0.1% 4.3 30,000 +0 4
SPWH funds › SPORTSMANS WHSE HLDGS INC ADD 2.9% +0.2% 4.0 3,036,695 +658,014 5
GNRC funds › GENERAC HLDGS INC NEW 2.9% +2.9% 4.0 13,500 +13,500 1
AIV funds › APARTMENT INVT & MGMT CO ADD 2.4% -0.6% 3.3 1,125,000 +475,000 4
CUSIP:81761L102 funds › SERVICE PPTYS TR NEW 2.3% +2.3% 3.2 1,900,000 +1,900,000 1
LION funds › LIONSGATE STUDIOS CORP TRIM 2.2% +0.1% 3.1 200,000 -100,000 5
CTRI funds › CENTURI HOLDINGS INC HOLD 2.2% +0.2% 3.0 100,000 +0 4
AVGO funds › BROADCOM INC ADD 2.1% +1.1% 2.8 7,500 +4,000 3
HONA funds › HONEYWELL AEROSPACE INC NEW 2.0% +2.0% 2.8 12,500 +12,500 1
DDOG funds › DATADOG INC ADD 1.9% +1.1% 2.6 10,000 +2,500 5
ANET funds › ARISTA NETWORKS INC ADD 1.9% +0.8% 2.5 15,000 +5,000 5
HOOD funds › ROBINHOOD MKTS INC NEW 1.8% +1.8% 2.5 25,000 +25,000 1
ITA funds › ISHARES TR NEW 1.8% +1.8% 2.4 10,000 +10,000 1
ASML funds › ASML HLDG NV NEW 1.4% +1.4% 2.0 1,000 +1,000 1
TLN funds › TALEN ENERGY CORP HOLD 1.4% -0.1% 1.9 5,000 +0 5
ILPT funds › INDUSTRIAL LOGISTICS PPTYS T TRIM 1.3% -2.7% 1.8 200,000 -730,000 5
VST funds › VISTRA CORP HOLD 1.2% -0.1% 1.6 10,000 +0 5
NRG funds › NRG ENERGY INC HOLD 1.1% -0.2% 1.5 10,000 +0 5
DRS funds › LEONARDO DRS INC NEW 0.9% +0.9% 1.3 30,000 +30,000 1
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.9% -0.5% 1.2 5,000 +0 5
LPTH funds › LIGHTPATH TECHNOLOGIES INC NEW 0.9% +0.9% 1.2 75,000 +75,000 1
MHK funds › MOHAWK INDS INC NEW 0.9% +0.9% 1.2 10,000 +10,000 1
AMZN funds › AMAZON COM INC NEW 0.9% +0.9% 1.2 5,000 +5,000 1
CHWY funds › CHEWY INC NEW 0.9% +0.9% 1.2 60,000 +60,000 1
OPRT funds › OPORTUN FINL CORP NEW 0.8% +0.8% 1.1 200,000 +200,000 1
TRIP funds › TRIPADVISOR INC NEW 0.8% +0.8% 1.1 80,000 +80,000 1
CUSIP:G73944103 funds › REAL ASSET ACQUISITION CORP NEW 0.8% +0.8% 1.1 100,000 +100,000 1
MOGA funds › MOOG INC NEW 0.8% +0.8% 1.1 2,500 +2,500 1
ARHS funds › ARHAUS INC NEW 0.8% +0.8% 1.1 125,000 +125,000 1
CREX funds › CREATIVE REALITIES INC NEW 0.8% +0.8% 1.0 253,363 +253,363 1
LASR funds › NLIGHT INC NEW 0.8% +0.8% 1.0 15,000 +15,000 1
INSG funds › INSEEGO CORP NEW 0.8% +0.8% 1.0 100,000 +100,000 1
LHX funds › L3HARRIS TECHNOLOGIES INC NEW 0.7% +0.7% 1.0 3,500 +3,500 1
GAP funds › GAP INC NEW 0.7% +0.7% 0.9 50,000 +50,000 1
AVAV funds › AEROVIRONMENT INC NEW 0.6% +0.6% 0.8 5,000 +5,000 1
ONDS funds › ONDAS INC NEW 0.6% +0.6% 0.8 100,000 +100,000 1
WOOF funds › PETCO HEALTH & WELLNESS CO I NEW 0.5% +0.5% 0.7 275,000 +275,000 1
CUSIP:G73944111 funds › REAL ASSET ACQUISITION CORP NEW 0.4% +0.4% 0.6 170,250 +170,250 1
SSTK funds › SHUTTERSTOCK INC TRIM 0.4% -1.2% 0.6 40,000 -70,000 3
SOC funds › SABLE OFFSHORE CORP NEW 0.4% +0.4% 0.5 175,000 +175,000 1
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO NEW 0.4% +0.4% 0.5 10,000 +10,000 1
FTHM funds › FATHOM HOLDINGS INC TRIM 0.1% -0.2% 0.1 98,453 -283,095 4
FLD funds › FOLD HLDGS INC HOLD 0.0% -0.2% 0.0 89,130 +0 5
LYFT funds › LYFT INC EXIT 0.0% -3.8% 0.0 0 -250,000 0
CUSIP:381013101 funds › GOLDEN ENTMT INC EXIT 0.0% -0.3% 0.0 0 -16,190 0
CUSIP:415864107 funds › ENVIRI CORP EXIT 0.0% -2.5% 0.0 0 -180,000 0
MU funds › MICRON TECHNOLOGY INC EXIT 0.0% -1.1% 0.0 0 -5,000 0
CUSIP:138103106 funds › CANTALOUPE INC EXIT 0.0% -0.4% 0.0 0 -53,735 0
DELL funds › DELL TECHNOLOGIES INC EXIT 0.0% -1.5% 0.0 0 -15,000 0
CUSIP:22053A107 funds › QUINCE THERAPEUTICS INC EXIT 0.0% -0.6% 0.0 0 -224,746 0
AMD funds › ADVANCED MICRO DEVICES INC EXIT 0.0% -1.7% 0.0 0 -10,000 0
DBI funds › DESIGNER BRANDS INC EXIT 0.0% -2.9% 0.0 0 -500,000 0
GTEN funds › GORES HLDGS X INC EXIT 0.0% -0.8% 0.0 0 -100,000 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -4.4% 0.0 0 -97,500 0
QCOM funds › QUALCOMM INC EXIT 0.0% -2.0% 0.0 0 -15,000 0
CARR funds › CARRIER GLOBAL CORPORATION EXIT 0.0% -1.0% 0.0 0 -25,000 0
CHKP funds › CHECK POINT SOFTWARE TECH LT EXIT 0.0% -1.1% 0.0 0 -7,500 0
HGV funds › HILTON GRAND VACATIONS INC EXIT 0.0% -1.9% 0.0 0 -55,000 0
META funds › META PLATFORMS INC EXIT 0.0% -1.3% 0.0 0 -2,500 0
BILL funds › BILL HOLDINGS INC EXIT 0.0% -1.3% 0.0 0 -30,000 0
MSFT funds › MICROSOFT CORP EXIT 0.0% -0.8% 0.0 0 -2,000 0
NTAP funds › NETAPP INC EXIT 0.0% -1.0% 0.0 0 -12,500 0
CZR funds › CAESARS ENTERTAINMENT INC NE EXIT 0.0% -6.2% 0.0 0 -340,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 137 51 0.44 54% 0.039 0.025 in
2026Q1 128 42 0.00 54% 0.039 0.521 in
2025Q4 128 42 0.33 54% 0.039 0.051 in
2025Q3 145 45 0.29 47% 0.034 0.062 in
2025Q2 115 40 0.25 51% 0.039 0.094 entered
2025Q1 91 37 0.00 54% 0.040 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status