Chescapmanager LLC: 13F holdings
CIK 16971622026Q2
| Positions | 22 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VRT VERTIV HOLDINGS CO | 372,000 | $124.6m | 10.6% |
| MSFT MICROSOFT CORP | 310,892 | $116.0m | 9.9% |
| GOOGL ALPHABET INC | 190,500 | $68.1m | 5.8% |
| USFD US FOODS HLDG CORP | 528,457 | $54.0m | 4.6% |
| CCJ CAMECO CORP | 443,656 | $45.2m | 3.8% |
| TECHNIPFMC PLC | 536,158 | $35.5m | 3.0% |
| NVDA NVIDIA CORPORATION | 177,585 | $35.5m | 3.0% |
| C CITIGROUP INC | 236,076 | $33.0m | 2.8% |
| GPGI INC | 1,927,200 | $30.5m | 2.6% |
| MIR MIRION TECHNOLOGIES INC | 1,659,137 | $29.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697162")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.