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Longboard Asset Management, LP
Longboard Asset Management, LP is a Phoenix, Arizona-based hedge fund and SEC-registered investment adviser specializing in liquid alternative investment strategies. The firm was founded over 20 years ago and manages a mutual fund focusing on providing low correlation, absolute return solutions for financial advisors and institutional clients. As of the most recent filings, Longboard employs around 10 staff and seeks to offer true diversification through advanced quantitative trend-following techniques and extensive risk management. Their leadership team, notably CIO Cole Wilcox, is recognized for academic and industry contributions to quantitative finance research.
Investment Strategy
Longboard Asset Management pursues systematic, quantitative trend-following strategies, aiming for absolute returns and low correlation with traditional markets. The firm utilizes advanced data-driven models to capture market trends and momentum, and employs rigorous backtesting and adaptive risk management protocols to smooth investor experience while seeking to achieve consistent performance. Their approach emphasizes diversification by combining distinct strategies and fund managers, giving clients exposure to alternative sources of return.
Latest 13F Filing Activity
Longboard Asset Management, LP filed their most recent 13F report on Sep 30, 2025 disclosing 259 equity positions with a total 13F market value of $62M. The fund increased holdings in Allegion PLC, Itt Inc., Rithm Capital Corporation among other positions. Longboard Asset Management, LP reduced exposure to Automatic Data Processing Inc., Boston Scientific Corporation, International Business Machines Corporation among others.
Top Holdings
Equity Positions (259)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BK | Bank of New York Mellon Corporation (The) | 0.61% | $378.5K | 3,474 | $76.83 | $108.96 | +$62.0K |
T TJX | TJX Companies Inc. (The) | 0.55% | $341.0K | 2,359 | $120.81 | $144.54 | +$49.7K |
S STWD | Starwood Property Trust Inc. | 0.54% | $336.1K | 17,349 | $20.07 | $19.37 | -$12.1K |
C CASY | Casey's General Stores Inc. | 0.53% | $329.6K | 583 | $396.23 | $565.32 | +$32.1K |
A ALLE | Allegion plc | 0.53% | $325.6K | 1,836 | $177.35 | $177.35 | +$325.6K |
Industry Allocation
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