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Silversmith Partners I GP 13F Portfolio

Portfolio Manager
Silversmith Partners I GP, LLC
Performance
-9.52% (2026 Q1)
AUM (13F)
$39.22M
# of Holdings
1
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q1 2026

Silversmith Partners I GP, LLC Holdings Map

Top 1 Silversmith Partners I GP, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LFST
Lifestance Health Group Inc
100%6.16M$39.2M
-57.02%(-8.17M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.32M shares2026-Q1: 6.16M shares
$6.27(+79.74%)
2026-03-31

About Silversmith Partners I GP, LLC’s portfolio

Silversmith Partners I GP, LLC reports $39.22M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is LFST (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -9.52% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.

Portfolio concentration

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
LFSTLifestance Health Group Inc-57.0%

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Source filings

Holdings on this page are parsed from Silversmith Partners I GP, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1866164). View Silversmith Partners I GP, LLC’s 13F filings on SEC

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