Midway Capital Research & Management: 13F holdings
CIK 21154162026Q2
| Positions | 114 |
|---|---|
| Reported value | $125.8m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMAT APPLIED MATLS INC COM | 27,479 | $19.9m | 15.8% |
| AAPL APPLE INC COM | 26,025 | $7.5m | 6.0% |
| APH AMPHENOL CORP CL A | 38,390 | $6.8m | 5.4% |
| JLL JONES LANG LASALLE INC COM | 17,829 | $5.5m | 4.4% |
| MA MASTERCARD INCORPORATED CL A | 10,411 | $5.3m | 4.2% |
| EWBC EAST WEST BANCORP INC COM | 39,346 | $5.1m | 4.0% |
| BN BROOKFIELD CORP CL A LTD VT SH | 118,064 | $5.0m | 4.0% |
| ADI ANALOG DEVICES INC COM | 12,212 | $4.9m | 3.9% |
| SYK STRYKER CORPORATION COM | 11,476 | $3.6m | 2.9% |
| GOOGL ALPHABET INC CAP STK CL A | 9,787 | $3.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2115416")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.