KIECKHEFER GROUP LLC: 13F holdings
CIK 20516132026Q2
| Positions | 65 |
|---|---|
| Reported value | $245.7m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 481,219 | $96.3m | 39.2% |
| PLTR PALANTIR TECHNOLOGIES INC | 149,355 | $17.4m | 7.1% |
| DELL DELL TECHNOLOGIES INC | 31,639 | $13.7m | 5.6% |
| QQQ INVESCO QQQ TR | 14,083 | $10.4m | 4.2% |
| VRT VERTIV HOLDINGS CO | 28,429 | $9.5m | 3.9% |
| BWXT BWX TECHNOLOGIES INC | 39,418 | $7.7m | 3.1% |
| VOT VANGUARD INDEX FDS | 23,527 | $7.2m | 2.9% |
| VANGUARD ADMIRAL FDS INC | 40,429 | $6.2m | 2.5% |
| ISRG INTUITIVE SURGICAL INC | 13,268 | $5.3m | 2.1% |
| CREDO TECHNOLOGY GROUP HOLDI | 15,957 | $4.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051613")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.