JM2 Capital Inc.: 13F holdings
CIK 21033592026Q2
| Positions | 121 |
|---|---|
| Reported value | $145.7m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 49,099 | $9.8m | 6.7% |
| AAPL APPLE INC | 31,576 | $9.1m | 6.3% |
| GOOGL ALPHABET INC | 22,560 | $8.1m | 5.5% |
| MU MICRON TECHNOLOGY INC | 5,894 | $6.8m | 4.7% |
| VGT VANGUARD WORLD FD | 53,233 | $6.4m | 4.4% |
| MSFT MICROSOFT CORP | 12,090 | $4.5m | 3.1% |
| AMZN AMAZON COM INC | 16,926 | $4.0m | 2.8% |
| AMD ADVANCED MICRO DEVICES INC | 6,667 | $3.9m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,107 | $3.8m | 2.6% |
| META META PLATFORMS INC | 6,263 | $3.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2103359")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.