13F HOLDINGS REPORT
GUARDIAN POINT CAPITAL, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003136
Total Value
$126.4M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 690,000 | $44.0M | 34.82% |
| 2 | ALPHABET INC | GOOG | 400,000 | $35.5M | 28.07% |
| 3 | NVR INC | NVR | 5,000 | $23.1M | 18.24% |
| 4 | BRP GROUP INC | 05589G102 | 575,000 | $14.5M | 11.43% |
| 5 | LEAD EDGE GROWTH OPRTUNTS LT | G54085124 | 400,000 | $4.1M | 3.22% |
| 6 | LGI HOMES INC | LGIH | 40,000 | $3.7M | 2.93% |
| 7 | ACUMEN PHARMACEUTICALS INC | ABOS | 300,000 | $1.6M | 1.28% |