KENNICOTT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BXMT | 36K | $697.29K |
 | RBLX | 25K | $2.02M |
 | DOCS | 20K | $885.60K |
 | AAPL | 12K | $3.21M |
 | NVDA | 10K | $1.81M |
 | UBER | 4K | $300.28K |
 | AMZN | 3K | $645.14K |
 | GOOGL | 3K | $807.54K |
 | LRCX | 2K | $410.83K |
 | GOOG | 960 | $301.25K |
 | MSFT | 755 | $365.13K |
 | META | 669 | $441.60K |
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
36K
Value
$697.29K
Roblox Corporation
RBLX
Shares Held
25K
Value
$2.02M
Doximity, Inc.
DOCS
Shares Held
20K
Value
$885.60K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.21M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.81M
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$300.28K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$645.14K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$807.54K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$410.83K
Alphabet Inc.
GOOG
Shares Held
960
Value
$301.25K
Microsoft Corporation
MSFT
Shares Held
755
Value
$365.13K
Meta Platforms, Inc.
META
Shares Held
669
Value
$441.60K