Main Street Research LLC: 13F holdings
CIK 15132112026Q2
| Positions | 140 |
|---|---|
| Reported value | $2.1bn |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 630,053 | $126.1m | 6.0% |
| MU MICRON TECHNOLOGY INC | 108,636 | $125.4m | 5.9% |
| AAPL APPLE INC | 406,129 | $117.5m | 5.5% |
| GOOGL ALPHABET INC | 316,947 | $113.3m | 5.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 228,429 | $109.1m | 5.1% |
| GLW CORNING INC | 394,058 | $100.7m | 4.8% |
| XBI SPDR SERIES TRUST | 576,754 | $91.3m | 4.3% |
| ISHARES TR | 2,027,356 | $87.8m | 4.1% |
| ASML HLDG NV | 42,396 | $84.3m | 4.0% |
| AVGO BROADCOM INC | 213,841 | $80.8m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1513211")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.