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Bornite Capital Management LP

Bornite Capital Management LP is an Investment Adviser institutional filer with the SEC under CIK 1800641, reporting 20 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in Bornite Capital Management LP's most recent 13F filing, ranked by reported market value.

  1. TALEN ENERGY CORP (TLN)
  2. AMAZON COM INC (AMZN)
  3. CARPENTER TECHNOLOGY CORP (CRS)
  4. DYCOM INDS INC (DY)
  5. TAIWAN SEMICONDUCTOR MANUFAC (TSM)
  6. HUDBAY MINERALS INC (HBM)
  7. ASML HLDG NV (ASML)
  8. ENTERGY CORP NEW (ETR)
  9. SKEENA RES LTD NEW (SKE)
  10. CHENIERE ENERGY INC (LNG)
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