Sip Global Opportunity Manager LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sip Global Opportunity Manager LLC reported 1 stock position worth $48.5 million. Its top holding was Kodiak AI (KDK) at 100.0% of the portfolio. Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, NH
CIK
0002112504
Portfolio Value
$48.5M (Q2 2026)
SEC Filing
0002112504-26-000010 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $104.3M Q4 2025 Q1 2026: $66.3M Q1 2026 Q2 2026: $48.5M $48.5M Q2 2026

Holdings 1 stocks · $48.5M

KDK Kodiak AI Inc. 100.00% 9,552,270 $48.5M No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$48.5MKDK
Q1 2026 1$66.3MKDK
Q4 2025 1$104.3MKDK