StockDriftsStockDriftsTop 1 Sip Global Opportunity Manager LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KDK | KODIAK AI INC. | 100% | 9.55M | $48.5M | +0.00%(+0) | $8.88(-53.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -53.48% |
| Top 20 Holdings Unweighted | — | — | — | — | -53.48% |
Sip Global Opportunity Manager LLC reports $48.53M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is KDK (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -53.48% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Sip Global Opportunity Manager LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112504). View Sip Global Opportunity Manager LLC’s 13F filings on SEC