ELM PARTNERS MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 111K | $18.28M |
 | BN | 70K | $2.70M |
 | OTF | 44K | $551.41K |
 | DLO | 32K | $396.80K |
 | AAPL | 26K | $6.36M |
 | VRT | 19K | $4.46M |
 | SAN | 17K | $179.33K |
 | COHR | 16K | $3.51M |
 | D | 13K | $808.74K |
 | BAC | 11K | $498.23K |
 | IBM | 10K | $2.46M |
 | DUK | 9K | $1.25M |
 | RTX | 9K | $1.77M |
 | AMD | 8K | $1.54M |
 | CRWD | 8K | $2.89M |
 | GOOGL | 7K | $2.02M |
 | LRCX | 7K | $1.45M |
 | KMI | 6K | $218.03K |
 | SRE | 6K | $612.22K |
 | GOOG | 6K | $1.64M |
NVIDIA Corporation
NVDA
Shares Held
111K
Value
$18.28M
Brookfield Corporation
BN
Shares Held
70K
Value
$2.70M
Blue Owl Technology Finance Corp.
OTF
Shares Held
44K
Value
$551.41K
Dlocal Limited
DLO
Shares Held
32K
Value
$396.80K
Apple Inc.
AAPL
Shares Held
26K
Value
$6.36M
Vertiv Holdings Co
VRT
Shares Held
19K
Value
$4.46M
Banco Santander, S.A.
SAN
Shares Held
17K
Value
$179.33K
Coherent, Inc.
COHR
Shares Held
16K
Value
$3.51M
Dominion Energy, Inc.
D
Shares Held
13K
Value
$808.74K
Bank of America Corporation
BAC
Shares Held
11K
Value
$498.23K
International Business Machines Corporation
IBM
Shares Held
10K
Value
$2.46M
Duke Energy Corporation
DUK
Shares Held
9K
Value
$1.25M
RTX Corporation
RTX
Shares Held
9K
Value
$1.77M
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.54M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$2.89M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$2.02M
Lam Research Corporation
LRCX
Shares Held
7K
Value
$1.45M
Kinder Morgan, Inc.
KMI
Shares Held
6K
Value
$218.03K
Sempra
SRE
Shares Held
6K
Value
$612.22K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.64M