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Institutional Investor · CIK 0001976751

BAKALA CAPITAL MANAGEMENT LLC

Portfolio data for the last 6 months — sourced from SEC 13F filings

Stocks Held

11

Total Value

$22.83M

Total Shares

281.13K

Latest Filing

Aug 14, 2026

CIK

0001976751

Current Holdings

Company↕Sector↕IndustryPeriod↕Filed↓Shares↕Value ($)↕Ownership↕TypeP/C/SSEC Filing
Financial ServicesAsset Management2026-06-302026-08-1492,853$6.62M0.0021%SH—View
Financial ServicesAsset Management2026-06-302026-08-145,910$4.06M0.0002%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-1435,009$2.09M0.0013%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-144,405$1.88M0.0098%SH—View
Financial ServicesAsset Management2026-06-302026-08-1417,184$1.70M0.0012%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-1421,409$1.69M0.0032%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-1432,864$1.39M0.0182%SH—View
Financial ServicesAsset Management2026-06-302026-08-1439,247$1.04M0.0063%SH—View
Financial ServicesAsset Management2026-06-302026-08-1420,139$975.34K0.0008%SH—View
Financial ServicesAsset Management2026-06-302026-08-1410,264$827.01K0.0004%SH—View
Financial ServicesAsset Management2026-06-302026-08-141,844$559.02K0.0003%SH—View
Showing 1 to 11 of 11 results
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