Thompson David Blair: 13F holdings
CIK 21504922026Q2
| Positions | 212 |
|---|---|
| Reported value | $200.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 30,428 | $6.1m | 3.0% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 8 | $6.0m | 3.0% |
| AMZN AMAZON COM INC | 21,097 | $5.0m | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,298 | $4.7m | 2.4% |
| AVGO BROADCOM INC | 11,045 | $4.2m | 2.1% |
| GOOGL ALPHABET INC | 11,631 | $4.2m | 2.1% |
| FCX FREEPORT MCMORAN INC | 58,443 | $3.7m | 1.8% |
| GLOBAL X FDS | 50,626 | $3.3m | 1.7% |
| GDXJ VANECK ETF TRUST | 33,790 | $3.3m | 1.7% |
| IVV ISHARES TR | 4,099 | $3.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2150492")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.