South Street Advisors LLC: 13F holdings
CIK 13997062026Q2
| Positions | 84 |
|---|---|
| Reported value | $768.7m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 333,770 | $66.8m | 8.7% |
| APH AMPHENOL CORP | 262,797 | $46.3m | 6.0% |
| GOOGL ALPHABET INC | 112,233 | $40.1m | 5.2% |
| PWR QUANTA SVCS INC | 51,907 | $37.4m | 4.9% |
| AAPL APPLE INC | 119,506 | $34.6m | 4.5% |
| ONTO ONTO INNOVATION INC | 88,920 | $33.7m | 4.4% |
| LLY ELI LILLY & CO | 27,161 | $32.6m | 4.2% |
| MU MICRON TECHNOLOGY INC | 28,078 | $32.4m | 4.2% |
| HWM HOWMET AEROSPACE INC | 111,166 | $29.9m | 3.9% |
| USFD US FOODS HLDG CORP | 267,135 | $27.3m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1399706")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.