PRINCETON CAPITAL MANAGEMENT LLC
Q2 2026 13F filing
Updated 30 days ago145 disclosed positions worth $443.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $72.3M | 361.3K | 16.31% | Trimmed(-1.2%) |
| 2 | A AAPL APPLE INC | $38.2M | 132.1K | 8.62% | Trimmed(-2.7%) |
| 3 | G GOOGN ALPHABET INC | $30.6M | 85.7K | 6.90% | Added(+0.4%) |
| 4 | A AMZN AMAZON COM INC | $25.8M | 108.4K | 5.83% | Trimmed(-1.1%) |
| 5 | C CRWD CROWDSTRIKE HLDGS INC | $25.3M | 33.1K | 5.71% | Added(+0.2%) |
| 6 | P PWR QUANTA SVCS INC | $20.8M | 28.9K | 4.70% | Added(+0.5%) |
| 7 | L LLY ELI LILLY & CO | $20.6M | 17.2K | 4.65% | Added(+4.0%) |
| 8 | M MSFT MICROSOFT CORP | $19.9M | 53.2K | 4.48% | Trimmed(-0.1%) |
| 9 | A AVGO BROADCOM INC | $12.5M | 33.2K | 2.83% | Added(+3.9%) |
| 10 | G GEV GE VERNOVA INC | $11.6M | 9.8K | 2.61% | Added(+1.5%) |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $7.3M | 22.2K | 1.64% | Added(+3.1%) |
| 12 | V VRTX VERTEX PHARMACEUTICALS INC | $7M | 14.1K | 1.58% | Trimmed(-3.1%) |
| 13 | G GLW CORNING INC | $7M | 27.3K | 1.57% | Trimmed(-0.0%) |
| 14 | C C-PR CITIGROUP INC | $6.9M | 49.0K | 1.55% | Added(+5.4%) |
| 15 | C COHR COHERENT CORP | $6M | 15.1K | 1.35% | Added(+1.2%) |
| 16 | A AMD ADVANCED MICRO DEVICES INC | $5.3M | 9.1K | 1.19% | Trimmed(-0.2%) |
| 17 | G GE GE AEROSPACE | $5.2M | 14.0K | 1.18% | Added(+4.8%) |
| 18 | C CAT CATERPILLAR INC | $5.1M | 4.8K | 1.15% | Unchanged |
| 19 | G GOOGN ALPHABET INC | $4.7M | 13.3K | 1.06% | Trimmed(-3.9%) |
| 20 | R RTX RTX CORPORATION | $4.2M | 22.2K | 0.95% | Added(+6.0%) |
| 21 | T TSLA TESLA INC | $3.9M | 9.2K | 0.87% | Added(+3.0%) |
| 22 | Z ZS ZSCALER INC | $3.7M | 25.9K | 0.82% | Added(+4.4%) |
| 23 | M MRVL MARVELL TECHNOLOGY INC | $3.3M | 11.2K | 0.75% | Trimmed(-0.1%) |
| 24 | C COST COSTCO WHOLESALE CORPORATION | $3.3M | 3.5K | 0.74% | Trimmed(-5.6%) |
| 25 | A AXP AMERICAN EXPRESS CO | $3.2M | 9.6K | 0.73% | Added(+399.6%) |
| 26 | O OLED UNIVERSAL DISPLAY CORP | $3.2M | 37.0K | 0.72% | Trimmed(-4.3%) |
| 27 | B BA-PA BOEING CO | $3M | 13.7K | 0.67% | Added(+0.8%) |
| 28 | A AZN ASTRAZENECA PLC | $2.9M | 15.6K | 0.66% | Added(+19.2%) |
| 29 | M MA MASTERCARD INCORPORATED | $2.8M | 5.5K | 0.64% | Trimmed(-46.0%) |
| 30 | D DE DEERE & CO | $2.6M | 4.1K | 0.58% | Unchanged |
| 31 | L LEU CENTRUS ENERGY CORP | $2.4M | 14.2K | 0.54% | Added(+4.3%) |
| 32 | N NXPI NXP SEMICONDUCTORS N V | $2.1M | 7.4K | 0.47% | Trimmed(-7.2%) |
| 33 | W WFC-PZ WELLS FARGO & CO | $2M | 24.6K | 0.46% | Added(+5.8%) |
| 34 | Q QCOM QUALCOMM INC | $2M | 10.8K | 0.45% | Trimmed(-13.7%) |
| 35 | B BAC-PS BANK OF AMER CORP | $1.9M | 33.9K | 0.44% | Trimmed(-0.1%) |
| 36 | M META META PLATFORMS INC | $1.9M | 3.4K | 0.43% | Trimmed(-6.2%) |
| 37 | L LITE LUMENTUM HLDGS INC | $1.9M | 2.2K | 0.43% | Trimmed(-2.7%) |
| 38 | C CSCO CISCO SYS INC | $1.9M | 16.0K | 0.42% | Added(+10.0%) |
| 39 | N NOW SERVICENOW INC | $1.8M | 18.5K | 0.41% | Added(+12.9%) |
| 40 | F FCX FREEPORT MCMORAN INC | $1.8M | 28.7K | 0.41% | Trimmed(-0.9%) |
| 41 | E ENTG ENTEGRIS INC | $1.8M | 9.8K | 0.40% | Unchanged |
| 42 | A ABBV ABBVIE INC | $1.8M | 7.0K | 0.40% | Unchanged |
| 43 | A AMT AMERICAN TOWER CORP | $1.5M | 9.4K | 0.35% | Trimmed(-7.0%) |
| 44 | B BWXT BWX TECHNOLOGIES INC | $1.5M | 7.8K | 0.34% | Trimmed(-0.3%) |
| 45 | V VGES VANGUARD INDEX FDS | $1.5M | 2.1K | 0.33% | Trimmed(-13.6%) |
| 46 | E ETHA ISHARES TR | $1.4M | 1.9K | 0.32% | Unchanged |
| 47 | U UBER UBER TECHNOLOGIES INC | $1.2M | 17.1K | 0.28% | Trimmed(-18.6%) |
| 48 | A AMGN AMGEN INC | $1.2M | 3.4K | 0.28% | Trimmed(-8.4%) |
| 49 | M MLM MARTIN MARIETTA MATLS INC | $1.2M | 2.0K | 0.26% | Added(+14.3%) |
| 50 | D DELL DELL TECHNOLOGIES INC | $1.2M | 2.7K | 0.26% | Trimmed(-28.2%) |