Ground Swell Capital, LLC: 13F holdings
CIK 15344502026Q2
| Positions | 145 |
|---|
| Reported value | $92.6m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 145 (+23 vs prior quarter) |
|---|
| Reported value | $92.6m (+82.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 45,595 | $34.1m | 36.9% |
| SPCX SPACE EXPLORATION TECHN CORP | 85,000 | $14.5m | 15.7% |
| IWM ISHARES TR | 39,841 | $12.0m | 12.9% |
| ASML HLDG NV | 1,653 | $3.3m | 3.6% |
| CBRS CEREBRAS SYSTEMS INC | 8,896 | $2.0m | 2.1% |
| ENTG ENTEGRIS INC | 7,003 | $1.3m | 1.4% |
| MRVL MARVELL TECHNOLOGY INC | 3,817 | $1.1m | 1.2% |
| LITE LUMENTUM HLDGS INC | 1,104 | $947,298 | 1.0% |
| DYNF BLACKROCK ETF TRUST | 12,219 | $831,014 | 0.9% |
| IWD ISHARES TR | 3,419 | $828,868 | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1534450")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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