Goldstream Capital Management Ltd: 13F holdings
CIK 18727872026Q2
| Positions | 44 |
|---|---|
| Reported value | $131.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SOXX ISHARES TR | 12,961 | $8.3m | 6.3% |
| SNDK SANDISK CORP | 2,617 | $6.0m | 4.5% |
| LRCX LAM RESEARCH CORP | 8,772 | $3.8m | 2.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 7,928 | $3.8m | 2.9% |
| MU MICRON TECHNOLOGY INC | 3,176 | $3.7m | 2.8% |
| AMAT APPLIED MATLS INC | 4,480 | $3.2m | 2.5% |
| AMD ADVANCED MICRO DEVICES INC | 5,224 | $3.0m | 2.3% |
| NVDA NVIDIA CORPORATION | 14,129 | $2.8m | 2.1% |
| VRT VERTIV HOLDINGS CO | 7,928 | $2.7m | 2.0% |
| INTC INTEL CORP | 18,399 | $2.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1872787")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.