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Tradelink Capital LLC

CIK:0001642044
Hedge Fund
$315M AUM
43 holdings
Chicago, IL, USA
Founded:2012
20 employees
Latest filing:Jun 30, 2025

TRADELINK CAPITAL LLC is an SEC-registered investment adviser based in Chicago, Illinois, founded in 2012. The firm oversees approximately $315 million in assets under management and employs around 20 professionals, all focused on investment. TRADELINK CAPITAL primarily manages pooled investment vehicles for institutional clients, leveraging its expertise in securities advisory.

Investment Strategy

TRADELINK CAPITAL LLC’s investment strategy centers on advising pooled investment vehicles, such as hedge funds, likely with active trading across multiple equity and alternative asset classes. The firm uses a discretionary strategy rooted in research and tactical asset allocation, seeking to generate alpha for its institutional clients through sophisticated securities selection and risk management.

Top Buys
I
IWPiShares Russell Mid-Cap Growth ETF
+$4.5M
P
PLTRPalantir Technologies Inc
+$2.5M
C
CSGPCoStar Group Inc
+$1.2M
Z
ZBRAZebra Technologies Corp
+$1.1M
O
OSKOshkosh Corp
+$990.0K
Top Sells
M
METAMeta Platforms Inc
-$2.1M
I
IWSiShares Russell Mid-Cap Value ETF
-$1.8M
N
NFLXNetflix Inc
-$839.0K
M
MTZMasTec Inc
-$540.0K
C
CLSCelestica Inc
-$499.0K

Top Holdings

I
IWPiShares Russell Mid-Cap Growth ETF
+15.9%$4.5M
P
PLTRPalantir Technologies Inc
+8.8%$2.5M
G
GOOGALPHABET INC
+4.6%$1.3M
G
GOOGLALPHABET INC CLASS A
+4.4%$1.3M
C
CSGPCoStar Group Inc
+4.3%$1.2M

Equity Positions (43)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IWP
iShares Russell Mid-Cap Growth ETF15.91%$4.5M32,400$138.68$138.68+$4.5M
P
PLTR
Palantir Technologies Inc8.84%$2.5M18,300$136.32$136.32+$2.5M
G
GOOG
ALPHABET INC4.59%$1.3M7,300$160.00$177.39+$357.0K
G
GOOGL
ALPHABET INC CLASS A4.43%$1.3M7,100$154.64$176.23+$107.0K
C
CSGP
CoStar Group Inc4.30%$1.2M15,081$80.40$80.40+$1.2M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+18.2%
SERVICES-PREPACKAGED SOFTWARE
+11.7%
SERVICES-BUSINESS SERVICES, NEC
+8.0%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+5.2%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT
+3.9%