KENNICOTT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CIM | 33K | $435.86K |
 | STWD | 27K | $446.19K |
 | RBLX | 25K | $1.36M |
 | DOCS | 20K | $414.80K |
 | BXMT | 20K | $337.30K |
 | AAPL | 12K | $3.42M |
 | NVDA | 10K | $1.95M |
 | UBER | 4K | $265.19K |
 | AMZN | 3K | $666.16K |
 | GOOGL | 3K | $922.01K |
 | LRCX | 2K | $1.04M |
 | TWLO | 1K | $235.22K |
 | GOOG | 960 | $339.20K |
 | AVGO | 730 | $275.76K |
 | META | 669 | $376.84K |
Chimera Investment Corporation
CIM
Shares Held
33K
Value
$435.86K
Starwood Property Trust, Inc.
STWD
Shares Held
27K
Value
$446.19K
Roblox Corporation
RBLX
Shares Held
25K
Value
$1.36M
Doximity, Inc.
DOCS
Shares Held
20K
Value
$414.80K
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
20K
Value
$337.30K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.42M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.95M
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$265.19K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$666.16K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$922.01K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$1.04M
Twilio Inc.
TWLO
Shares Held
1K
Value
$235.22K
Alphabet Inc.
GOOG
Shares Held
960
Value
$339.20K
Broadcom Inc.
AVGO
Shares Held
730
Value
$275.76K
Meta Platforms, Inc.
META
Shares Held
669
Value
$376.84K