13F Pro

Cannae Holdings, Inc. (CNNE)

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1704720
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$133.6M

Holdings

2

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Cannae Holdings, Inc. (CNNE) disclosed 2 positions worth $133.6M in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 83.0% of the equity portfolio, followed by $ALIT. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $SPCX and a full exit from $SST. The portfolio is most concentrated in Technology (83.0% of disclosed assets). All figures are sourced directly from Cannae Holdings, Inc. (CNNE)’s Form 13F-HR filing with the SEC under CIK 1704720.

AI Fund Analysis

Stable
ALIT$ALIT
17.0% weight
Held 10 quarters

Sector Allocation

TechnologyIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Cannae Holdings, Inc. (CNNE)'s 2 positions.

Showing top 2 of 2 holdings.

Sector Allocation

Technology

$110.9M

Industrials

$22.7M

Full Holdings — Cannae Holdings, Inc. (CNNE) (Q2 2026)

All 2 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$110.9M83.0%NEW—
2ALIT$ALITAlight, Inc. / Delaware$22.7M17.0%+0%34.4

New Positions (1)

SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$110.9M

Exited Positions (1)

SST$SST System1, Inc.

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Available Analysis

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AI-Powered Hedge Fund Analysis: Cannae Holdings, Inc. (CNNE)

13F Pro is an AI hedge fund tracker and stock research platform. For Cannae Holdings, Inc. (CNNE) (SEC CIK: 1704720), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Cannae Holdings, Inc. (CNNE)'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.