Steamboat Capital Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $468M in reported equity holdings across 59 positions. The largest holdings are ACMR (5.0%), GOOGL (4.6%), BMY (4.4%), MU (4.1%), AER (3.8%). The portfolio is concentrated in Other (83.4%), Financial Services (4.5%), Communication Services (3.1%). Data sourced from SEC EDGAR 13F filings (CIK 1635663).