NORTHEAST INVESTMENT MANAGEMENT: 13F holdings
CIK 10822152026Q2
| Positions | 200 |
|---|---|
| Reported value | $2.7bn |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 1,106,105 | $221.3m | 8.2% |
| AAPL APPLE INC | 630,130 | $182.3m | 6.7% |
| GOOGL ALPHABET INC CL A | 484,108 | $173.0m | 6.4% |
| AMZN AMAZON.COM INC | 587,556 | $140.0m | 5.2% |
| MSFT MICROSOFT CORP | 259,061 | $96.6m | 3.6% |
| COST COSTCO WHOLESALE CORP | 90,548 | $84.7m | 3.1% |
| V VISA INC CL A | 237,816 | $81.6m | 3.0% |
| VOO VANGUARD S&P 500 ETF | 116,046 | $79.7m | 2.9% |
| ABBNY ABB LTD SP ADR | 687,273 | $74.7m | 2.8% |
| BRK-B BERKSHIRE HATHAWAY INC CL B | 134,982 | $67.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1082215")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.