Intrinsic Value Partners LLC Portfolio Shifts in Q2 2026: New Holdings & Sector Realignment
Insider data reveals significant changes to Intrinsic Value Partners' portfolio, including new positions in Booking Holdings (BKNG), Cisco Systems (CSCO), Intel Corp (INTC) and Capital Group Intl Focus Equity ETF (CGXU). The investor also reduced holdings of Alphabet Inc. Class A & C (GOOGL, GOOG) and exited its position in GE Healthcare Technology (GEHC).
By Insiderset.Jul 16, 2026, 6:21 PM
Insider data reveals significant changes to Intrinsic Value Partners' portfolio, including new positions in Booking Holdings (BKNG), Cisco Systems (CSCO), Intel Corp (INTC) and Capital Group Intl Focus Equity ETF (CGXU). The investor also reduced holdings of Alphabet Inc. Class A & C (GOOGL, GOOG) and exited its position in GE Healthcare Technology (GEHC).