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Investing style at a glance · Q2 2026
- Concentrated: 42 stocks, with 60.5% of the portfolio in the 10 largest.
- Biggest sector: Information Technology (22.0% of the portfolio).
- Turnover this quarter: high — 18 new positions and 9 sold out (13 added to, 4 trimmed).
- Largest position: Warner Bros Discovery Inc at 11.5% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Information Technology22.0%
- Consumer Discretionary17.9%
- Industrials14.9%
- Unclassified13.3%
- Communication Services12.9%
- Materials7.9%
- Financials7.8%
- Consumer Staples2.7%
- Health Care0.8%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | Consumer Discretionary | 1.75M | $417.10M | 9.0% | Reduced | -190.0K | -9.8% | -$45.28M |
| TDS | Telephone & Data Systems Inc | Communication Services | 6.28M | $232.24M | 5.0% | Reduced | -325.0K | -4.9% | -$12.03M |
| CRS | Carpenter Technology Corp | Materials | 215.00K | $132.62M | 2.9% | Reduced | -95.0K | -30.6% | -$58.60M |
| MTZ | Mastec Inc | Industrials | 290.00K | $120.66M | 2.6% | Reduced | -30.0K | -9.4% | -$12.48M |
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| META | Meta Platforms, Inc (Class A) | Communication Services | -90.0K | $51.49M |
| GLD | SPDR Gold Trust | ETFs & Funds | -95.0K | $40.88M |
| NVDA | Nvidia Corp | Information Technology | -190.0K | $33.14M |
| KLAC | Kla Corp | Information Technology | -11.0K | $16.20M |
| LRCX | Lam Research Corp | Industrials | -75.0K | $16.02M |
| AVGO | Broadcom Inc | Information Technology | -50.0K | $15.48M |
| SMH | Vaneck Semiconductor ETF | ETFs & Funds | -40.0K | $15.34M |
| SN | SharkNinja, Inc | Consumer Discretionary | -130.5K | $13.82M |
| CTEV | Claritev Corp (Class A) | Industrials | -44.0K | $718.96K |
Column filters
| Underlying | Company | Type | Underlying shares | Notional value ↑ |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | Put | 40.00K | $28.80M |
13F filings on record (4)
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