Stock Taper

KENNICOTT CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Meta Platforms, Inc.META669$376.84K
Broadcom Inc.AVGO730$275.76K
Alphabet Inc.GOOG960$339.2K
Twilio Inc.TWLO1.14K$235.22K
Lam Research CorporationLRCX2.4K$1.04M
Alphabet Inc.GOOGL2.58K$922.01K
Amazon.com, Inc.AMZN2.79K$666.16K
Uber Technologies, Inc.UBER3.67K$265.19K
NVIDIA CorporationNVDA9.73K$1.95M
Apple Inc.AAPL11.81K$3.42M
Blackstone Mortgage Trust, Inc.BXMT19.9K$337.3K
Doximity, Inc.DOCS20K$414.8K
Roblox CorporationRBLX24.93K$1.36M
Starwood Property Trust, Inc.STWD27.24K$446.19K
Chimera Investment CorporationCIM32.67K$435.86K