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Q3 2026 13F filing
Updated 10 days ago69 disclosed positions worth $917M
Portfolio value
$917M
Total holdings
69
New positions
0
Closed positions
4
Increased
0
Decreased
0
Turnover
5.8%
Filed
2026-10-26
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICRON TECHNOLOGY INC | $139.5M | 155.7K | 15.22% | Unchanged |
| 2 | N NVIDIA | $81.7M | 380.4K | 8.91% | Unchanged |
| 3 | M MICROSOFT CORP | $79M | 189.9K | 8.61% | Unchanged |
| 4 | A BROADCOM | $44M | 104.2K | 4.79% | Unchanged |
| 5 | A ADVANCED MICRO DEVICES | $34.2M | 67.9K | 3.73% | Unchanged |
| 6 | A ASTRA ZENECA | $30.4M | 163.9K | 3.31% | Unchanged |
| 7 | W WASTE CONNECTIONS | $24.9M | 117.2K | 2.72% | Unchanged |
| 8 | V VERTIV HOLDINGS | $24.8M | 76.7K | 2.71% | Unchanged |
| 9 | L ELI LILLY | $21.5M | 20.2K | 2.35% | Unchanged |
| 10 | M MASTERCARD | $19.6M | 39.8K | 2.14% | Unchanged |
| 11 | G ALPHABET - A | $18.6M | 47.8K | 2.03% | Unchanged |
| 12 | A ANALOG DEVICES | $18.6M | 44.3K | 2.03% | Unchanged |
| 13 | E EATON CORP | $17.9M | 44.4K | 1.95% | Unchanged |
| 14 | T TSMC ADR | $16.7M | 40.5K | 1.82% | Unchanged |
| 15 | E PURE STORAGE | $16.6M | 187.9K | 1.81% | Unchanged |
| 16 | T T-MOBILE US | $15M | 78.6K | 1.64% | Unchanged |
| 17 | S STRYKER CORP | $14.9M | 47.6K | 1.62% | Unchanged |
| 18 | P QUANTA SERVICES | $14.4M | 19.5K | 1.57% | Unchanged |
| 19 | S SMURFIT WESTROCK | $14M | 488.7K | 1.53% | Unchanged |
| 20 | U UNITED RENTALS | $13.5M | 14.1K | 1.48% | Unchanged |
| 21 | C COHERENT INC | $13.1M | 34.4K | 1.43% | Unchanged |
| 22 | M MONGO DB | $12.8M | 41.8K | 1.40% | Unchanged |
| 23 | W WORKDAY INC | $12.2M | 98.2K | 1.33% | Unchanged |
| 24 | S SNOWFLAKE | $11.3M | 63.6K | 1.23% | Unchanged |
| 25 | S SYNOPSYS | $11.3M | 21.1K | 1.23% | Unchanged |
| 26 | T THERMO FISHER | $10.5M | 23.3K | 1.14% | Unchanged |
| 27 | P PROGRESSIVE US | $10.3M | 51.8K | 1.12% | Unchanged |
| 28 | A ACCENTURE PLC | $10.1M | 57.2K | 1.10% | Unchanged |
| 29 | A APPLIED MATERIAL | $10.1M | 22.3K | 1.10% | Unchanged |
| 30 | J JP MORGAN | $8.9M | 29.2K | 0.98% | Unchanged |
| 31 | W WABTEC | $8.8M | 33.6K | 0.96% | Unchanged |
| 32 | M MASTEC | $8.8M | 22.4K | 0.96% | Unchanged |
| 33 | A ALCON INC | $8.5M | 133.2K | 0.93% | Unchanged |
| 34 | S STELLANTIS NV | $8.4M | 1.11M | 0.92% | Unchanged |
| 35 | D DEERE | $8.4M | 15.8K | 0.91% | Unchanged |
| 36 | I INTUITIVE SURGICAL | $8.3M | 18.9K | 0.90% | Unchanged |
| 37 | D DARLING INGREDIENTS | $7.7M | 130.1K | 0.84% | Unchanged |
| 38 | R FERRARI NV | $7.5M | 23.6K | 0.82% | Unchanged |
| 39 | C CROWDSTRIKE | $7.3M | 10.9K | 0.79% | Unchanged |
| 40 | A APPLE INC US | $6.6M | 21.5K | 0.72% | Unchanged |
| 41 | V VEEVA | $6.4M | 40.3K | 0.70% | Unchanged |
| 42 | O ON SEMICONDUCTOR CORP | $5.6M | 44.5K | 0.62% | Unchanged |
| 43 | A ASTERA LABS INC | $5.5M | 17.2K | 0.60% | Unchanged |
| 44 | I INTUIT INC | $5.1M | 16.8K | 0.56% | Unchanged |
| 45 | P PALO ALTO | $4.5M | 17.4K | 0.49% | Unchanged |
| 46 | V VERISK ANALYTICS INC | $4.1M | 24.1K | 0.45% | Unchanged |
| 47 | S SENTINEL ONE | $3.9M | 207.7K | 0.42% | Unchanged |
| 48 | N NEXTERA ENERGY | $3.8M | 42.9K | 0.41% | Unchanged |
| 49 | D DUOLINGO | $3M | 28.2K | 0.33% | Unchanged |
| 50 | A AMERICAN WATER WORKS | $2.9M | 23.6K | 0.32% | Unchanged |