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Investing style at a glance · Q2 2026
- Very concentrated: 18 stocks, with 86.7% of the portfolio in the 10 largest.
- Biggest sector: Financials (41.5% of the portfolio).
- Turnover this quarter: moderate — 1 new positions and 1 sold out (7 added to, 6 trimmed).
- Largest position: V at 14.1% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Financials41.5%
- Information Technology20.2%
- Consumer Discretionary18.9%
- Communication Services13.4%
- Industrials3.6%
- Real Estate2.4%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| V | Visa Inc (Class A) | Financials | 2.32M | $794.68M | 14.1% | Held | 0 | 0.0% | $0 |
| AMZN | Amazon Com Inc | Consumer Discretionary | 2.94M | $701.12M | 12.4% | Added | +57.1K | +2.0% | +$13.61M |
| RKT | Rocket Companies, Inc (Class A) | Financials | 41.67M | $656.28M | 11.6% | Added | +13.5M | +47.7% | +$211.90M |
| BLK | BlackRock, Inc | Financials | 581.70K | $559.34M | 9.9% | Added | +35.6K | +6.5% | +$34.23M |
| META | Meta Platforms, Inc (Class A) | Communication Services | 915.67K | $515.79M | 9.2% | Held | 0 | 0.0% | $0 |
| CRM | Salesforce, Inc | Information Technology | 2.99M | $469.12M | 8.3% | Held | 0 | 0.0% | $0 |
| TOST | Toast, Inc (Class A) | Information Technology | 14.13M | $393.21M | 7.0% | Added | +1.2M | +9.6% | +$34.46M |
| KKR | KKR & Co. Inc | Financials | 3.56M | $326.57M | 5.8% | Added | +278.5K | +8.5% | +$25.56M |
| SPOT | Spotify Technology S.A. | Communication Services | 526.80K | $241.87M | 4.3% | Added | +168.3K | +46.9% | +$77.27M |
| LLYVK | Liberty Live Holdings, Inc (Class C) | Consumer Discretionary | 2.17M | $229.49M | 4.1% | Reduced | -1.4M | -39.0% | -$146.71M |
| SSD | Simpson Manufacturing Co., Inc | Industrials | 830.64K | $173.89M | 3.1% | Reduced | -567.4K | -40.6% | -$118.79M |
| RBLX | Roblox Corp (Class A) | Information Technology | 3.15M | $171.16M | 3.0% | Reduced | -2.7M | -46.2% | -$146.89M |
| CBRE | Cbre Group, Inc (Class A) | Real Estate | 992.39K | $133.67M | 2.4% | Added | +757.8K | +323.0% | +$102.07M |
| LLYVA | Liberty Live Holdings, Inc (Class A) | Consumer Discretionary | 785.12K | $79.50M | 1.4% | Reduced | -992.0K | -55.8% | -$100.45M |
| MDB | MongoDB, Inc | Information Technology | 165.70K | $55.66M | 1.0% | Reduced | -872.1K | -84.0% | -$292.94M |
| LYV | Live Nation Entertainment, Inc | Consumer Discretionary | 302.07K | $55.31M | 1.0% | Reduced | -322.6K | -51.6% | -$59.07M |
| WIX | Wix.com Ltd | Information Technology | 1.10M | $47.38M | 0.8% | Held | 0 | 0.0% | $0 |
| PAYP | PayPay Corp | Industrials | 2.15M | $30.88M | 0.5% | New | +2.2M | — | +$30.88M |
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| DIS | Walt Disney Co | Communication Services | -400.2K | $38.57M |
13F filings on record (4)
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