13F
60 positions · Q1 202613G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Q1 2026
NVDA
HOLD
AAPL
HOLD
MSFT
HOLD
AVGO
HOLD
AMZN
HOLD
GOOGL
HOLD
GOOG
HOLD
META
HOLD
TSLA
HOLD
AMD
HOLD
ISRG
HOLD
DE
HOLD
CAT
HOLD
NOW
HOLD
TSM
HOLD
ORCL
HOLD
INTC
HOLD
CIEN
HOLD
ASML
HOLD
VRT
HOLD
PLTR
HOLD
MU
HOLD
NEE
HOLD
EQIX
HOLD
CRM
HOLD
IBM
HOLD
HUBS
HOLD
GLW
HOLD
QCOM
HOLD
LITE
HOLD
SNPS
HOLD
TER
HOLD
DLR
HOLD
MDB
HOLD
PANW
HOLD
BABA
HOLD
COHR
HOLD
BE
HOLD
ADBE
HOLD
SNOW
HOLD
DELL
HOLD
AKAM
HOLD
CRDO
HOLD
ALAB
HOLD
RBRK
HOLD
BW
HOLD
GENB
HOLD
TRMB
HOLD
APLD
HOLD
CRWV
HOLD
NBIS
HOLD
SMTC
HOLD
CORZ
HOLD
TEM
HOLD
GTLB
HOLD
GFS
HOLD
CLSK
HOLD
BTDR
HOLD
SERV
HOLD
AMBQ
HOLD
NEW
ADD
HOLD
TRIM (light → heavy)
Not held
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