Pavaki Capital Management LLC Last Quarter Change: USA Stocks, Added

Pavaki Capital Management LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pavaki Capital Management LLC opened 17 positions, added to 12, reduced 1, sold out of 7 and left 80 unchanged. The largest increase in value was INTU (+$10,074,600); the largest decrease was DIS (-$5,879,180).

TXT: Country of operation United States; Class COM; Shares 2026-03-31 42,700; Shares 2026-06-30 84,300.
NVDA: Country of operation United States; Class COM; Shares 2026-03-31 16,000; Shares 2026-06-30 26,000.
SLB: Country of operation —; Class COM; Shares 2026-03-31 16,000; Shares 2026-06-30 61,000.
FSK: Country of operation United States; Class COM; Shares 2026-03-31 10,000; Shares 2026-06-30 160,100.

Two Form 13F-HR filings compared (SEC CIK 2143027): 2026-03-31 (filed 2026-08-07) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
TXT TEXTRON INC	United States	COM	42,700	84,300	+41,600	$3,738,812	$7,732,839	+$3,994,027
NVDA NVIDIA CORPORATION	United States	COM	16,000	26,000	+10,000	$2,790,400	$5,202,340	+$2,411,940
SLB SCHLUMBERGER LTD		COM	16,000	61,000	+45,000	$822,240	$2,835,890	+$2,013,650
FSK FS KKR CAP CORP	United States	COM	10,000	160,100	+150,100	$101,800	$1,681,050	+$1,579,250
MIST MILESTONE PHARMACEUTICALS IN		COM	9,062,848	9,067,848	+5,000	$10,784,789	$12,150,916	+$1,366,127
NAMS NEWAMSTERDAM PHARMA COMPANY ORDINARY		SHARES	36,600	66,600	+30,000	$1,171,566	$2,257,074	+$1,085,508
HAL HALLIBURTON CO	United States	COM	16,000	46,000	+30,000	$623,840	$1,561,700	+$937,860
CVX CHEVRON CORP NEW	United States	COM	74,500	97,000	+22,500	$15,414,050	$16,078,720	+$664,670
BKR BAKER HUGHES COMPANY	United States	CL A	5,000	15,000	+10,000	$305,250	$832,500	+$527,250
DOUG DOUGLAS ELLIMAN INC	United States	COM	1,013,752	1,022,552	+8,800	$1,662,553	$1,809,917	+$147,364
REGN REGENERON PHARMACEUTICALS	United States	COM	7,900	9,900	+2,000	$6,103,856	$6,173,046	+$69,190
SPRY SILVERBACK THERAPEUTICS INC	United States	COM	576,200	579,600	+3,400	$4,626,886	$4,642,596	+$15,710

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