BELMONT CAPITAL, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 812K | $128.27M |
 | AAPL | 362K | $74.26M |
 | NOV | 235K | $2.92M |
 | APO | 162K | $23.03M |
 | META | 161K | $118.90M |
 | AMZN | 148K | $32.54M |
 | PLTR | 142K | $19.33M |
 | SOFI | 140K | $2.55M |
 | BYD | 110K | $8.60M |
 | MSFT | 105K | $52.01M |
 | GOOGL | 53K | $9.32M |
 | COHR | 45K | $4.04M |
 | ARCT | 40K | $520.40K |
 | HD | 39K | $14.44M |
 | TSLA | 33K | $10.44M |
 | CAVA | 30K | $2.53M |
 | T | 20K | $578.80K |
 | PFE | 19K | $471.25K |
 | AFRM | 18K | $1.24M |
 | MMM | 16K | $2.45M |
NVIDIA Corporation
NVDA
Shares Held
812K
Value
$128.27M
Apple Inc.
AAPL
Shares Held
362K
Value
$74.26M
NOV Inc.
NOV
Shares Held
235K
Value
$2.92M
Apollo Global Management, Inc.
APO
Shares Held
162K
Value
$23.03M
Meta Platforms, Inc.
META
Shares Held
161K
Value
$118.90M
Amazon.com, Inc.
AMZN
Shares Held
148K
Value
$32.54M
Palantir Technologies Inc.
PLTR
Shares Held
142K
Value
$19.33M
SoFi Technologies, Inc.
SOFI
Shares Held
140K
Value
$2.55M
Boyd Gaming Corporation
BYD
Shares Held
110K
Value
$8.60M
Microsoft Corporation
MSFT
Shares Held
105K
Value
$52.01M
Alphabet Inc.
GOOGL
Shares Held
53K
Value
$9.32M
Coherent, Inc.
COHR
Shares Held
45K
Value
$4.04M
Arcturus Therapeutics Holdings Inc.
ARCT
Shares Held
40K
Value
$520.40K
The Home Depot, Inc.
HD
Shares Held
39K
Value
$14.44M
Tesla, Inc.
TSLA
Shares Held
33K
Value
$10.44M
CAVA Group, Inc.
CAVA
Shares Held
30K
Value
$2.53M
AT&T Inc.
T
Shares Held
20K
Value
$578.80K
Pfizer Inc.
PFE
Shares Held
19K
Value
$471.25K
Affirm Holdings, Inc.
AFRM
Shares Held
18K
Value
$1.24M
3M Company
MMM
Shares Held
16K
Value
$2.45M