Titiun Yejiel: 13F holdings
CIK 21189142026Q2
| Positions | 39 |
|---|---|
| Reported value | $115.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 32,111 | $9.3m | 8.1% |
| MSFT MICROSOFT CORP | 21,393 | $8.0m | 6.9% |
| WRB BERKLEY W R CORP | 106,321 | $7.5m | 6.5% |
| AMD ADVANCED MICRO DEVICES INC | 12,397 | $7.2m | 6.3% |
| AXP AMERICAN EXPRESS CO | 17,231 | $5.8m | 5.1% |
| SMH VANECK ETF TR SEMICONDUCTOR ETF | 8,214 | $5.4m | 4.7% |
| MU MICRON TECHNOLOGY INC | 4,283 | $4.9m | 4.3% |
| GOOGL ALPHABET INC | 13,506 | $4.8m | 4.2% |
| XBI SPDR SER TR SPDR S&P BIOTECH ETF | 24,537 | $3.9m | 3.4% |
| MA MASTERCARD INC | 7,335 | $3.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2118914")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.