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First Washington CORP
hedge fundUpdated 28 days agoManaged by First Washington Corp • Latest filing Q2 2026
Portfolio value
$417.5M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $202.3M |
| Q2 2023 | $228.1M |
| Q3 2023 | $247.5M |
| Q4 2023 | $260.1M |
| Q1 2024 | $261.6M |
| Q2 2024 | $270.1M |
| Q3 2024 | $251.7M |
| Q4 2024 | $282.9M |
| Q1 2025 | $284.9M |
| Q2 2025 | $310.2M |
| Q3 2025 | $373M |
| Q4 2025 | $386.1M |
| Q1 2026 | $353.5M |
| Q2 2026 | $417.5M |
Top holdings
51 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $81.6M | 1.74M | 19.87% | — |
| 2 | P PCAR PACCAR INC | $34.7M | 288.6K | 8.45% | — |
| 3 | M MU MICRON TECHNOLOGY INC | $22.7M | 19.7K | 5.53% | — |
| 4 | D DY DYCOM INDS INC | $16.7M | 33.0K | 4.06% | — |
| 5 | M MRVL MARVELL TECHNOLOGY INC | $16.2M | 54.5K | 3.96% | — |
| 6 | V VIK VIKING THERAPEUTICS INC | $14.9M | 381.3K | 3.62% | — |
| 7 | M MTZ MASTEC INC | $12.9M | 31.1K | 3.15% | — |
| 8 | G GEV GE VERNOVA INC | $12M | 10.2K | 2.93% | — |
| 9 | L LASR NLIGHT INC | $11.6M | 166.1K | 2.82% | — |
| 10 | G GVA GRANITE CONSTR INC | $10.3M | 65.4K | 2.52% | — |
| 11 | L LLY ELI LILLY & CO | $10.2M | 8.5K | 2.49% | — |
| 12 | H HODL VANECK ETF TRUST | $10.2M | 134.9K | 2.48% | — |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $10M | 13.4K | 2.43% | — |
| 14 | B BBAAY ALIBABA GROUP HLDG LTD | $10M | 103.9K | 2.43% | — |
| 15 | C CRWD CROWDSTRIKE HLDGS INC | $8.6M | 11.2K | 2.09% | — |
| 16 | A ALK ALASKA AIR GROUP INC | $8.5M | 162.5K | 2.07% | — |
| 17 | B BAC-PS BANK OF AMER CORP | $7.9M | 138.1K | 1.92% | — |
| 18 | V VCEL VERICEL CORP | $7.6M | 170.4K | 1.85% | — |
| 19 | E ETN EATON CORP PLC | $7.4M | 17.3K | 1.80% | — |
| 20 | A ANET ARISTA NETWORKS INC | $7.3M | 42.7K | 1.77% | — |