THOROUGHBRED FINANCIAL SERVICES, LLC: 13F holdings
CIK 10913702026Q2
| Positions | 624 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 624 (+50 vs prior quarter) |
|---|
| Reported value | $2.1bn (+24.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION COM | 515,426 | $103.1m | 4.9% |
| AAPL APPLE INC COM | 308,911 | $89.4m | 4.3% |
| MU MICRON TECHNOLOGY INC COM | 59,834 | $69.1m | 3.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 98,182 | $46.9m | 2.2% |
| QQQM INVESCO NASDAQ 100 ETF | 146,078 | $44.0m | 2.1% |
| AMZN AMAZON COM INC COM | 173,842 | $41.4m | 2.0% |
| MSFT MICROSOFT CORP COM | 109,556 | $40.9m | 2.0% |
| SPMO INVESCO S&P 500 MOMENTUM ETF | 251,472 | $40.6m | 1.9% |
| AVGO BROADCOM INC COM | 106,075 | $40.1m | 1.9% |
| QQQ INVESCO QQQ TRUST SERIES I | 46,703 | $34.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1091370")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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