CHAPIN DAVIS, INC.: 13F holdings
CIK 8720982026Q2
| Positions | 256 |
|---|---|
| Reported value | $568.6m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 44,160 | $28.2m | 5.0% |
| SEAGATE TECHNOLOGY HLDNGS PL | 26,495 | $25.6m | 4.5% |
| AAPL APPLE INC | 77,536 | $22.4m | 3.9% |
| SNDK SANDISK CORP | 9,293 | $21.1m | 3.7% |
| MU MICRON TECHNOLOGY INC | 17,943 | $20.7m | 3.6% |
| LRCX LAM RESEARCH CORP | 43,099 | $18.7m | 3.3% |
| KLAC KLA CORP | 59,296 | $17.9m | 3.1% |
| VICR VICOR CORP | 44,200 | $16.8m | 3.0% |
| FLEX LTD | 97,607 | $15.8m | 2.8% |
| DDOG DATADOG INC | 58,115 | $15.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="872098")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.