Q3 2026 13F filing
Updated 7 days ago61 disclosed positions worth $164.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $23M | 61.5K | 13.96% | — |
| 2 | N NVIDIA CORPORATION | $12.7M | 55.6K | 7.69% | — |
| 3 | G ALPHABET INC | $12.3M | 36.2K | 7.47% | — |
| 4 | G ALPHABET INC | $9.6M | 27.8K | 5.80% | — |
| 5 | U UBER TECHNOLOGIES INC | $9.5M | 139.0K | 5.77% | — |
| 6 | A AIRBNB INC | $9.1M | 56.5K | 5.51% | — |
| 7 | M MICROSOFT CORP | $6.9M | 13.4K | 4.16% | — |
| 8 | A AMAZON COM INC | $5.9M | 23.8K | 3.60% | — |
| 9 | A APPLE INC | $5.8M | 17.3K | 3.50% | — |
| 10 | A ADVANCED MICRO DEVICES INC | $5.1M | 8.3K | 3.07% | — |
| 11 | B BERKSHIRE HATHAWAY INC DEL | $5.1M | 10.2K | 3.07% | — |
| 12 | E EXPEDIA GROUP INC | $4.5M | 17.2K | 2.75% | — |
| 13 | R RINGCENTRAL INC | $4.3M | 58.1K | 2.63% | — |
| 14 | C COREWEAVE INC | $3.7M | 42.4K | 2.24% | — |
| 15 | M MARQETA INC | $3.6M | 212.6K | 2.19% | — |
| 16 | D DISNEY WALT CO | $3.4M | 32.8K | 2.09% | — |
| 17 | R REDDIT INC | $3.4M | 23.5K | 2.03% | — |
| 18 | R ROBLOX CORP | $2.6M | 61.5K | 1.58% | — |
| 19 | C SALESFORCE INC | $2.6M | 11.3K | 1.57% | — |
| 20 | S STATE STR SPDR S&P 500 ETF T | $2.5M | 3.3K | 1.52% | — |
| 21 | I INTUIT | $2.2M | 7.9K | 1.33% | — |
| 22 | T TAIWAN SEMICONDUCTOR MANUFAC | $2M | 4.5K | 1.24% | — |
| 23 | N NETFLIX INC. | $2M | 29.0K | 1.23% | — |
| 24 | S STUBHUB HLDGS INC | $1.8M | 313.7K | 1.06% | — |
| 25 | O OKTA INC | $1.5M | 7.1K | 0.90% | — |
| 26 | D DUOLINGO INC | $1.4M | 9.6K | 0.83% | — |
| 27 | F FIRST SOLAR INC | $1.3M | 7.6K | 0.81% | — |
| 28 | B BOOKING HOLDINGS INC | $1.2M | 7.1K | 0.70% | — |
| 29 | E ETSY INC | $989K | 13.8K | 0.60% | — |
| 30 | M META PLATFORMS INC | $944K | 1.3K | 0.57% | — |
| 31 | A ASML HLDG NV | $941K | 519 | 0.57% | — |
| 32 | T TESLA INC | $931K | 2.6K | 0.56% | — |
| 33 | E ISHARES TR | $825K | 1.1K | 0.50% | — |
| 34 | A BROADCOM INC | $801K | 2.3K | 0.49% | — |
| 35 | S SENTINELONE INC | $798K | 33.6K | 0.48% | — |
| 36 | A ARM HOLDINGS PLC | $732K | 2.5K | 0.44% | — |
| 37 | Q INVESCO QQQ TR | $729K | 985 | 0.44% | — |
| 38 | P PROGRESSIVE CORP | $669K | 3.2K | 0.41% | — |
| 39 | E ISHARES TR | $615K | 8.3K | 0.37% | — |
| 40 | M MERCADOLIBRE INC | $562K | 325 | 0.34% | — |
| 41 | A AMPLITUDE INC | $545K | 39.3K | 0.33% | — |
| 42 | F FACTSET RESH SYS INC | $530K | 2.0K | 0.32% | — |
| 43 | P PINTEREST INC | $490K | 25.9K | 0.30% | — |
| 44 | W WELLS FARGO & CO | $408K | 5.1K | 0.25% | — |
| 45 | V VANGUARD INDEX FDS | $394K | 562 | 0.24% | — |
| 46 | Z ZOOM COMMUNICATIONS INC | $388K | 4.3K | 0.23% | — |
| 47 | E ISHARES TR | $366K | 10.8K | 0.22% | — |
| 48 | S SCHWAB STRATEGIC TR | $364K | 13.3K | 0.22% | — |
| 49 | H HARROW INC | $326K | 10.6K | 0.20% | — |
| 50 | D DOMINOS PIZZA INC | $300K | 1.0K | 0.18% | — |