Fund Universe

Kore Advisors LP

CIK 0001971339 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.208
AUM ($M)
87
Positions
14
Turnover
0.35
Top-10 wt
98%
Herfindahl
0.130
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 19 positions · portfolio value $87M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GEO funds › GEO GROUP INC TRIM 22.8% +4.2% 19.8 669,134 -306,446 5
CRGY funds › CRESCENT ENERGY COMPANY HOLD 18.0% -6.4% 15.6 1,586,456 +0 5
TH funds › TARGET HOSPITALITY CORP TRIM 10.2% +5.3% 8.8 433,853 -32,202 5
AR funds › ANTERO RESOURCES CORP HOLD 9.3% -1.8% 8.0 228,907 +0 4
CRC funds › CALIFORNIA RES CORP ADD 8.1% +2.2% 7.0 132,784 +57,643 4
UP funds › WHEELS UP EXPERIENCE INC NEW 8.0% +8.0% 6.9 770,231 +770,231 1
EQT funds › EQT CORP NEW 6.8% +6.8% 5.9 111,087 +111,087 1
SITC funds › SITE CTRS CORP ADD 6.5% +1.6% 5.6 1,422,408 +625,299 2
WU funds › WESTERN UN CO NEW 6.4% +6.4% 5.5 717,632 +717,632 1
BWXT funds › BWX TECHNOLOGIES INC HOLD 2.2% -0.1% 1.9 10,000 +0 5
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.8% +0.1% 0.7 680 +0 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.3% -0.0% 0.2 6,800 +0 5
MYI funds › BLACKROCK MUNIYIELD QUALITY NEW 0.3% +0.3% 0.2 22,000 +22,000 1
WMB funds › WILLIAMS COS INC HOLD 0.3% +0.0% 0.2 3,185 +0 2
WOLF funds › WOLFSPEED INC EXIT 0.0% -2.9% 0.0 0 -157,608 0
CUSIP:977852AP7 funds › WOLFSPEED INC EXIT 0.0% -5.2% 0.0 0 -3,196,000 0
CUSIP:594972AS0 funds › STRATEGY INC EXIT 0.0% -4.7% 0.0 0 -5,000,000 0
CUSIP:96328L205 funds › WHEELS UP EXPERIENCE INC EXIT 0.0% -8.9% 0.0 0 -15,194,884 0
SOC funds › SABLE OFFSHORE CORP EXIT 0.0% -4.8% 0.0 0 -257,152 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 87 14 0.35 98% 0.130 0.211 in
2026Q1 88 15 0.17 94% 0.132 0.504 in
2025Q4 64 13 0.28 97% 0.140 0.246 in
2025Q3 89 14 0.29 98% 0.197 0.284 in
2025Q2 76 13 0.35 99% 0.190 0.202 entered
2025Q1 109 12 0.00 99% 0.177 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