Elefante Mark B: 13F holdings
CIK 16615352026Q2
| Positions | 60 |
|---|
| Reported value | $232.2m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 60 (+2 vs prior quarter) |
|---|
| Reported value | $232.2m (+27.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES | 29,694 | $17.2m | 7.4% |
| GOOGL ALPHABET INC CL A | 43,733 | $15.6m | 6.7% |
| NVDA NVIDIA CORP | 68,115 | $13.6m | 5.9% |
| AAPL APPLE | 43,366 | $12.5m | 5.4% |
| ADI ANALOG DEVICES | 25,892 | $10.3m | 4.4% |
| AMAT APPLIED MATERIAL | 12,473 | $9.0m | 3.9% |
| AMZN AMAZON.COM | 35,975 | $8.6m | 3.7% |
| MA MASTERCARD | 16,300 | $8.4m | 3.6% |
| MSFT MICROSOFT | 21,836 | $8.1m | 3.5% |
| ROK ROCKWELL AUTOMATION | 16,181 | $8.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1661535")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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