KENNICOTT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BXMT | 36K | $654.09K |
 | RBLX | 25K | $3.45M |
 | DOCS | 20K | $1.46M |
 | AAPL | 14K | $3.62M |
 | NVDA | 10K | $1.82M |
 | UBER | 4K | $360.04K |
 | AMZN | 3K | $701.53K |
 | GOOGL | 3K | $627.20K |
 | LRCX | 2K | $321.36K |
 | GOOG | 960 | $233.81K |
 | MSFT | 755 | $391.05K |
 | AVGO | 730 | $240.83K |
 | META | 669 | $491.30K |
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
36K
Value
$654.09K
Roblox Corporation
RBLX
Shares Held
25K
Value
$3.45M
Doximity, Inc.
DOCS
Shares Held
20K
Value
$1.46M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.62M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.82M
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$360.04K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$701.53K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$627.20K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$321.36K
Alphabet Inc.
GOOG
Shares Held
960
Value
$233.81K
Microsoft Corporation
MSFT
Shares Held
755
Value
$391.05K
Broadcom Inc.
AVGO
Shares Held
730
Value
$240.83K
Meta Platforms, Inc.
META
Shares Held
669
Value
$491.30K