RK Capital Management, LLC/FL: 13F holdings
CIK 19052182026Q2
| Positions | 21 |
|---|---|
| Reported value | $10.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 2,668,200 | $533.9m | 4.9% |
| AMZN AMAZON COM INC | 1,759,000 | $419.2m | 3.9% |
| SNDK SANDISK CORP | 108,700 | $247.2m | 2.3% |
| GOOG ALPHABET INC | 570,000 | $201.4m | 1.9% |
| MSFT MICROSOFT CORP | 370,000 | $138.0m | 1.3% |
| MRVL MARVELL TECHNOLOGY INC | 370,000 | $110.2m | 1.0% |
| AVGO BROADCOM INC | 244,000 | $92.2m | 0.9% |
| ORCL ORACLE CORP | 540,000 | $79.1m | 0.7% |
| MU MICRON TECHNOLOGY INC | 5,000 | $5.8m | 0.1% |
| TSLA TESLA INC | 10,000 | $4.2m | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905218")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.