Delaney Dennis R: 13F holdings
CIK 16615362026Q2
| Positions | 61 |
|---|---|
| Reported value | $314.0m |
| Filed | 2026-08-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC CL A | 60,901 | $21.8m | 6.9% |
| AMD ADVANCED MICRO DEVICES | 35,130 | $20.4m | 6.5% |
| NVDA NVIDIA CORP | 93,097 | $18.6m | 5.9% |
| AAPL APPLE | 58,987 | $17.1m | 5.4% |
| ADI ANALOG DEVICES | 37,211 | $14.8m | 4.7% |
| AMZN AMAZON.COM | 52,952 | $12.6m | 4.0% |
| MSFT MICROSOFT | 33,351 | $12.4m | 4.0% |
| ROK ROCKWELL AUTOMATION | 24,741 | $12.2m | 3.9% |
| MA MASTERCARD | 21,915 | $11.3m | 3.6% |
| JNJ JOHNSON AND JOHNSON | 43,754 | $11.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1661536")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.