Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
27 positions · as of June 30, 2026 · Rapid7 Inc · Pagerduty Inc · Teradata Corp Del
184 positions · as of June 30, 2026 · Fidelity Merrimack Str Tr · Alphabet Inc · Kla Corp
28 positions · as of September 30, 2019 · Microsoft Corp · Apple Inc · Intel Corp
83 positions · as of June 30, 2026 · Ligand Pharmaceutical · Pdf Solutions Inc. · Solaris Energy Infrastructure,
439 positions · as of September 30, 2026 · Sei Exchange Traded Funds · Ishares Tr · Fidelity Covington Trust
56 positions · as of June 30, 2026 · Invesco Qqq Tr · Teva Pharmaceutical Inds Lt · Delek Us Hldgs Inc New
185 positions · as of June 30, 2026 · Ouster Inc · Acm Resh Inc · Mirum Pharmaceuticals Inc
101 positions · as of June 30, 2024 · Tesla Inc · Pdd Holdings Inc · Nvidia Corporation
135 positions · as of June 30, 2014 · Select Sector · Mobile Telesystem · Agrium Inc
289 positions · as of June 30, 2026 · Tesla Inc · Taiwan Semiconductor Mfg Ltd · Advanced Micro Devices Inc
46 positions · as of September 30, 2026 · Paypal Hldgs Inc · Stanley Black & Decker Inc · Alibaba Group Hldg Ltd
215 positions · as of June 30, 2026 · Vanguard Short-term Corporate Bond ETF · Apple Inc Com · Alphabet Inc Cap Stk Cl A
228 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · Apple Inc
11 positions · as of June 30, 2026 · Asml Hldg Nv · Applovin Corp · Royalty Pharma PLC
624 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Vanguard Index Fds
57 positions · as of June 30, 2026 · Welltower Inc · Prologis Inc. · Equinix Inc
185 positions · as of September 30, 2026 · Dimensional Us Core Equity Markt ETF · American Century Investments U S Eqt ETF · Wisdomtree Us Divid ETF
29 positions · as of June 30, 2026 · Fifth Third Bancorp · Columbia Bkg Sys Inc · Keycorp
269 positions · as of June 30, 2026 · Nvidia Corp · Coherent Corp · Apple Inc
252 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Jpmorgan Chase & Co
119 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Intel Corp
482 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Take-two Interactive Softwar
338 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Janus Henderson Group PLC
1 positions · as of June 30, 2026 · Flutter Entmt PLC
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