SEC Form 13F · Q1 2026

REGATTA CAPITAL GROUP, LLC

Institutional Holdings Report

13F-HRCA
$660.8M
Portfolio Value
215
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
REGATTA CAPITAL GROUP, LLC
CIK
1911488
Accession No.
0001951757-26-000616
Location
EL SEGUNDO, CA
Form Type
13F-HR
Portfolio Value
$660.8M
Holdings Reported
215
Reporting Period
Q1 2026
Filed
April 15, 2026

About this Filing

REGATTA CAPITAL GROUP, LLC is an institutional investment manager based in EL SEGUNDO, CA reporting approximately $660.8M in 13(f) securities across 215 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.