DCF Advisers, LLC: 13F holdings
CIK 18024932026Q2
| Positions | 86 |
|---|---|
| Reported value | $565.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 100,000 | $115.4m | 20.4% |
| GOOG ALPHABET INC | 54,000 | $19.1m | 3.4% |
| AMD ADVANCED MICRO DEVICES INC | 29,000 | $16.8m | 3.0% |
| AMZN AMAZON COM INC | 59,250 | $14.1m | 2.5% |
| ARGX ARGENX SE | 14,200 | $13.2m | 2.3% |
| CORVUS PHARMACEUTICALS INC | 637,500 | $9.5m | 1.7% |
| CYBIN INC | 1,434,988 | $9.5m | 1.7% |
| TEVA PHARMACEUTICAL INDS LTD | 254,500 | $8.6m | 1.5% |
| MRVL MARVELL TECHNOLOGY INC | 27,500 | $8.2m | 1.4% |
| IAU ISHARES GOLD TR | 100,000 | $7.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802493")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.