NICHOLAS COMPANY, INC.: 13F holdings
CIK 9039492026Q2
| Positions | 195 |
|---|---|
| Reported value | $5.5bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG Alphabet Inc. Class C | 687,505 | $242.9m | 4.4% |
| NVDA NVIDIA Corporation | 1,157,479 | $231.6m | 4.2% |
| AMZN Amazon.com, Inc. | 872,851 | $208.0m | 3.8% |
| AAPL Apple Inc. | 662,695 | $191.8m | 3.5% |
| MSFT Microsoft Corporation | 451,971 | $168.6m | 3.1% |
| AMD Advanced Micro Devices, Inc. | 179,426 | $104.2m | 1.9% |
| AVGO Broadcom Inc. | 263,532 | $99.5m | 1.8% |
| PANW Palo Alto Networks, Inc. | 266,270 | $90.8m | 1.7% |
| HD Home Depot, Inc. | 241,086 | $85.0m | 1.6% |
| WCN Waste Connections, Inc. | 508,052 | $84.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="903949")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.