Werlinich Asset Management, LLC: 13F holdings
CIK 20004932026Q2
| Positions | 58 |
|---|---|
| Reported value | $261.7m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 205,570 | $41.1m | 15.7% |
| AMD ADVANCED MICRO DEVICES INC | 39,505 | $22.9m | 8.8% |
| GLW CORNING INC | 70,880 | $18.1m | 6.9% |
| MU MICRON TECHNOLOGY INC | 10,600 | $12.2m | 4.7% |
| HUBB HUBBELL INC | 23,184 | $12.1m | 4.6% |
| JPM JPMORGAN CHASE & CO | 35,260 | $11.5m | 4.4% |
| UNP UNION PAC CORP | 37,035 | $10.1m | 3.8% |
| DELL DELL TECHNOLOGIES INC | 22,293 | $9.6m | 3.7% |
| LMT LOCKHEED MARTIN CORP | 15,240 | $7.8m | 3.0% |
| IRM IRON MTN INC DEL | 51,982 | $6.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2000493")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.