WHALEROCK POINT PARTNERS, LLC: 13F holdings

CIK 13897092026Q2

Positions207
Reported value$586.9m
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA Corp313,291$62.7m10.7%
GOOGL Alphabet Inc class A119,493$42.7m7.3%
AAPL Apple Inc135,500$39.2m6.7%
MSFT Microsoft Corp71,121$26.5m4.5%
AMZN Amazon.com Inc80,295$19.1m3.3%
JPM JPMorgan Chase & Co57,414$18.8m3.2%
V Visa Inc53,694$18.4m3.1%
PANW Palo Alto Networks Inc42,185$14.4m2.5%
IVV iShares Core S&P 500 ETF16,678$12.5m2.1%
META Meta Platforms Inc. Class A22,018$12.4m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1389709")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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