SIP Global Opportunity Manager LLC

CIK 0002112504 · PORTSMOUTH, NH · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SIP Global Opportunity Manager LLC reported 1 positions worth $48.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: KDK (100.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$48.5M
2026 Q2
Positions
1
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
1 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KDK KODIAK AI INC. SH$48.5M100.00%9,552,270

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SIP Global Opportunity Manager LLC hold as of Q2 2026?

SIP Global Opportunity Manager LLC reported 1 positions worth $48.5M in its Q2 2026 13F filing. Largest positions: KDK (100.0%).

What did SIP Global Opportunity Manager LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SIP Global Opportunity Manager LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.