Tuttle Capital Management, LLC: 13F holdings

CIK 15816412026Q2

Positions116
Reported value$148.4m
Filed2026-07-30

Change since last quarter

Positions116 (-8 vs prior quarter)
Reported value$148.4m (+144.0%)

Top 10 holdings

SecuritySharesValueWeight
IPGP IPG PHOTONICS CORP91,425$10.7m7.2%
LITE LUMENTUM HLDGS INC11,453$9.8m6.6%
CIEN CIENA CORP15,632$7.7m5.2%
COHR COHERENT CORP16,253$6.4m4.3%
LASR NLIGHT INC91,651$6.4m4.3%
AAOI APPLIED OPTOELECTRONICS INC40,488$6.0m4.0%
FABRINET9,726$5.5m3.7%
VIAV VIAVI SOLUTIONS INC110,535$5.3m3.6%
MU MICRON TECHNOLOGY INC3,990$4.6m3.1%
MKSI MKS INC.9,058$4.0m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1581641")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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