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Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arm Holdings plc American Depositary Shares | ARM | 5.05K | $1.79M |
 Regeneron Pharmaceuticals, Inc. | REGN | 4.78K | $2.98M |
 Cisco Systems, Inc. | CSCO | 4.54K | $533.66K |
 MercadoLibre, Inc. | MELI | 4.4K | $7.46M |
 EMCOR Group, Inc. | EME | 4.34K | $3.6M |
 Applied Materials, Inc. | AMAT | 4.03K | $2.92M |
 Tesla, Inc. | TSLA | 3.45K | $1.45M |
 Costco Wholesale Corporation | COST | 3.34K | $3.13M |
 Eli Lilly and Company | LLY | 3.29K | $3.94M |
 Dell Technologies Inc. | DELL | 2.96K | $1.28M |
 The Procter & Gamble Company | PG | 2.85K | $418.17K |
 Alphabet Inc. | GOOG | 2.81K | $992.69K |
 Bloom Energy Corporation | BE | 2.7K | $816.38K |
 Vertiv Holdings Co | VRT | 2.5K | $838.39K |
 Intel Corp. | INTC | 2.28K | $317.8K |
 Micron Technology, Inc. | MU | 1.99K | $2.3M |
 Silicon Laboratories Inc. | SLAB | 1.91K | $417.01K |
 Spotify Technology S.A. | SPOT | 1.88K | $861.33K |
 Talen Energy Corporation | TLN | 1.68K | $646.71K |
 QUALCOMM Incorporated | QCOM | 1.5K | $277.19K |