Incline Global Management as of June 30, 2026
Portfolio Holdings for Incline Global Management
Incline Global Management holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ftai Aviation SHS (FTAI) | 7.7 | $27M | 101k | 270.53 | |
| Lumentum Hldgs (LITE) | 7.4 | $27M | 31k | 858.06 | |
| Coherent Corp (COHR) | 7.1 | $25M | 64k | 394.47 | |
| Wright Express (WEX) | 6.9 | $25M | 175k | 141.09 | |
| Amazon (AMZN) | 6.5 | $23M | 97k | 238.34 | |
| Meta Platforms Cl A (META) | 6.2 | $22M | 39k | 563.29 | |
| Flex Ord (FLEX) | 5.8 | $21M | 128k | 162.07 | |
| Sk Telecom Sponsored Adr (SKM) | 5.7 | $20M | 635k | 32.16 | |
| ON Semiconductor (ON) | 5.6 | $20M | 210k | 94.54 | |
| NVIDIA Corporation (NVDA) | 5.3 | $19M | 95k | 200.09 | |
| Vertiv Holdings Com Cl A (VRT) | 5.3 | $19M | 56k | 334.82 | |
| Stoneco Com Cl A (STNE) | 5.0 | $18M | 1.6M | 10.84 | |
| Arista Networks Com Shs (ANET) | 4.9 | $18M | 103k | 169.88 | |
| Pagseguro Digital Com Cl A (PAGS) | 4.2 | $15M | 1.7M | 9.05 | |
| Stmicroelectronics N V Ny Registry (STM) | 4.2 | $15M | 200k | 74.89 | |
| Analog Devices (ADI) | 4.2 | $15M | 37k | 397.17 | |
| Talen Energy Corp (TLN) | 3.3 | $12M | 31k | 384.26 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $7.6M | 16k | 477.57 | |
| Nvent Elec SHS (NVT) | 1.7 | $6.0M | 35k | 169.61 | |
| Power Integrations (POWI) | 0.8 | $2.7M | 33k | 83.76 |
