TFR Capital, LLC.: 13F holdings
CIK 20593252026Q2
| Positions | 165 |
|---|---|
| Reported value | $355.3m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 107,656 | $21.5m | 6.1% |
| AAPL APPLE INC | 61,059 | $17.7m | 5.0% |
| MSFT MICROSOFT CORP | 42,258 | $15.8m | 4.4% |
| RWL INVESCO EXCH TRADED FD TR II | 90,925 | $11.6m | 3.3% |
| GOOG ALPHABET INC | 30,834 | $10.9m | 3.1% |
| AMZN AMAZON COM INC | 42,379 | $10.1m | 2.8% |
| IVV ISHARES TR | 13,214 | $9.9m | 2.8% |
| AVGO BROADCOM INC | 23,248 | $8.8m | 2.5% |
| QQQ INVESCO QQQ TR | 11,870 | $8.7m | 2.5% |
| APLD APPLIED DIGITAL CORP | 233,428 | $8.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059325")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.