LOCUST WOOD CAPITAL ADVISERS, LLC: 13F holdings
CIK 13494342026Q2
| Positions | 31 |
|---|
| Reported value | $4.1bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 31 (+2 vs prior quarter) |
|---|
| Reported value | $4.1bn (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 705,818 | $337.1m | 8.1% |
| AMZN AMAZON COM INC | 1,253,618 | $298.8m | 7.2% |
| NVDA NVIDIA CORPORATION | 1,332,863 | $266.7m | 6.4% |
| GPGI GPGI INC | 14,907,488 | $236.3m | 5.7% |
| GOOGL ALPHABET INC | 652,914 | $233.3m | 5.6% |
| MSFT MICROSOFT CORP | 594,596 | $221.8m | 5.3% |
| V VISA INC | 643,853 | $220.9m | 5.3% |
| SPGI S&P GLOBAL INC | 458,435 | $186.7m | 4.5% |
| LINDE PLC | 341,028 | $177.0m | 4.3% |
| ESI ELEMENT SOLUTIONS INC | 3,534,452 | $168.8m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1349434")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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