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Baldwin Investment Management, LLC
hedge fundUpdated 46 days agoManaged by Baldwin Investment Management, Llc • Latest filing Q2 2026
Portfolio value
$1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
59.9%
Weight of largest holdings
Annualized return
20.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $563.6M |
| Q2 2023 | $607M |
| Q3 2023 | $598.1M |
| Q4 2023 | $639.8M |
| Q1 2024 | $737.3M |
| Q2 2024 | $730.2M |
| Q3 2024 | $797.9M |
| Q4 2024 | $767.9M |
| Q1 2025 | $831.9M |
| Q2 2025 | $828.4M |
| Q3 2025 | $873.4M |
| Q4 2025 | $885.8M |
| Q1 2026 | $855.7M |
| Q2 2026 | $1B |
Top holdings
231 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A Berkshire Hathaway Inc A | $415.6M | 555 | 40.20% | Unchanged |
| 2 | L LRCX Lam Research Corp | $36.9M | 85.1K | 3.57% | Trimmed(-3.9%) |
| 3 | A AAPL Apple Inc | $28.9M | 99.8K | 2.79% | Added(+41.4%) |
| 4 | A AVGO Broadcom Limited | $28.4M | 75.2K | 2.75% | Added(+5.3%) |
| 5 | N NVDA Nvidia Corp | $27M | 134.9K | 2.61% | Added(+18.1%) |
| 6 | J JPM-PM J.P. Morgan Chase & Co | $20M | 61.2K | 1.94% | Added(+27.0%) |
| 7 | M MSFT Microsoft Corp | $16.6M | 44.4K | 1.60% | Added(+34.7%) |
| 8 | G GOOGN Alphabet Inc Class A | $16.4M | 45.9K | 1.59% | Added(+37.3%) |
| 9 | L LLY Eli Lilly & Company | $15.5M | 13.0K | 1.50% | Added(+18.5%) |
| 10 | C COST Costco Wholesale Corp | $13.9M | 14.9K | 1.35% | Added(+28.4%) |
| 11 | R RTX RTX Corp | $11.8M | 62.0K | 1.14% | Added(+39.3%) |
| 12 | A AMZN Amazon.com Inc | $11.2M | 46.8K | 1.08% | Added(+11.7%) |
| 13 | B BRK-A Berkshire Hathaway Inc B | $9.9M | 19.8K | 0.96% | Added(+1.9%) |
| 14 | P PANW Palo Alto Networks | $9.7M | 28.6K | 0.94% | Added(+7.4%) |
| 15 | X XOM Exxon Mobil Corporation | $9.3M | 67.7K | 0.90% | — |
| 16 | C CAT Caterpillar Inc | $8.9M | 8.3K | 0.86% | Added(+3.6%) |
| 17 | V VRTX Vertex Pharmaceuticals | $8.4M | 16.9K | 0.81% | Added(+7.7%) |
| 18 | V V Visa Inc. | $8.2M | 24.0K | 0.80% | Added(+12.2%) |
| 19 | V VRT Vertiv Holdings Co | $8M | 23.8K | 0.77% | Trimmed(-1.1%) |
| 20 | A ABBV Abbvie Inc | $7.9M | 31.3K | 0.76% | Added(+10.0%) |