1y return+108.3%S&P 500 +20.9%
3y return−22.9%S&P 500 +68.5%
5y return−48.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $80 against $200 in the S&P 500.2
Indigo Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ULCCFrontier Group Hldgs Inc | $253.8M | 56.0% | |
| VLRSControladora Vuela Comp De A | $199.2M | 44.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VLRSControladora Vuela Comp De A | December 31, 2020 | −24.6% | $199.2M |
| ULCCFrontier Group Hldgs Inc | December 31, 2021 | −41.7% | $253.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +69.6% | +14.8% |
| March 31, 2026 | −21.4% | −4.6% |
| December 31, 2025 | +15.5% | +2.4% |
| September 30, 2025 | +35.3% | +7.8% |
| June 30, 2025 | −13.1% | +10.5% |
| March 31, 2025 | −35.2% | −4.6% |
| December 31, 2024 | +26.1% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | −36.8% | +4.0% |
| March 31, 2024 | +36.8% | +10.0% |
| December 31, 2023 | +15.8% | +11.2% |
| September 30, 2023 | −50.1% | −3.6% |
| June 30, 2023 | −0.2% | +8.3% |
| March 31, 2023 | −0.4% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | +0.2% | −5.3% |
| June 30, 2022 | −20.8% | −16.5% |
| March 31, 2022 | −14.5% | −4.9% |
| December 31, 2021 | −17.6% | +10.7% |
| September 30, 2021 | +13.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Indigo Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1846122&type=13F-HR&dateb=&owner=include&count=40CIK 1846122
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1846122/000119312526350368/Filed August 14, 2026 · accession 0001193125-26-350368