Oak Grove Capital LLC: 13F holdings
CIK 16617622026Q2
| Positions | 97 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 97 (+15 vs prior quarter) |
|---|
| Reported value | $2.1bn (+78.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 264,856 | $305.7m | 14.5% |
| NVDA NVIDIA CORPORATION | 840,006 | $168.1m | 8.0% |
| NBIS NEBIUS GROUP N.V. | 281,948 | $77.9m | 3.7% |
| AMD ADVANCED MICRO DEVICES INC | 114,122 | $66.3m | 3.2% |
| COHR COHERENT CORP | 128,913 | $50.9m | 2.4% |
| VST VISTRA CORP | 199,110 | $31.6m | 1.5% |
| CRWD CROWDSTRIKE HLDGS INC | 40,872 | $31.2m | 1.5% |
| GOOGL ALPHABET INC | 87,241 | $31.2m | 1.5% |
| BN BROOKFIELD CORP | 725,859 | $30.9m | 1.5% |
| IBM INTERNATIONAL BUSINESS MACHS | 104,720 | $29.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1661762")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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