Sip Global Opportunity Manager LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Sip Global Opportunity Manager LLC reported 1 stock position worth $104.3 million. Its top holding was Kodiak AI (KDK) at 100.0% of the portfolio.

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, NH
CIK
0002112504
Portfolio Value
$104.3M (Q4 2025)
SEC Filing
0002112504-26-000003 ↗ filed Feb 19, 2026

Holdings Value

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

Holdings 1 stocks · $104.3M

KDK Kodiak AI Inc. 100.00% 9,552,270 $104.3M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

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