Peapod Lane Capital LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 59 separate securities with a total value of approximately $134.08 million.
The filing lists a diverse portfolio of common stocks, with several positions holding significant value. The largest holding is Acacia Research Corporation, which the firm owns 4,000,443 shares. Other notable positions include MaxCyte Inc., with 2,218,039 shares, and Fulgent Genetics Inc., with 4,641,442 shares. The firm also holds substantial positions in Bicycle Therapeutics PLC, with 1,846,285 shares, and Pliant Therapeutics Inc., with 1,311,701 shares.
The portfolio includes a mix of healthcare and industrial companies. Notable healthcare names listed include Inogen Inc., Orasure Technologies Inc., and Seer Inc. Industrial holdings include Hurco Companies Inc., Kelly Services Inc., and Standard Biotools Inc. The filing also includes a position in the iShares 0-3 Month Treasury Bond ETF.
The report was signed by Martin Friederichs, the Chief Compliance Officer of Peapod Lane Capital LLC, on October 22, 2026.
