Sitrin Capital Management LLC: 13F holdings
CIK 16647712026Q2
| Positions | 39 |
|---|
| Reported value | $225.7m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 39 (+0 vs prior quarter) |
|---|
| Reported value | $225.7m (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 44,998 | $13.0m | 5.8% |
| LRCX LAM RESEARCH CORP | 27,012 | $11.7m | 5.2% |
| NVDA NVIDIA CORPORATION | 51,629 | $10.3m | 4.6% |
| MPC MARATHON PETE CORP | 36,705 | $9.4m | 4.2% |
| PANW PALO ALTO NETWORKS INC | 26,811 | $9.1m | 4.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 11,555 | $8.7m | 3.8% |
| JPM JPMORGAN CHASE & CO | 26,388 | $8.6m | 3.8% |
| WMT WALMART INC | 70,557 | $8.0m | 3.5% |
| AMZN AMAZON COM INC | 31,289 | $7.5m | 3.3% |
| GOOGL ALPHABET INC | 20,190 | $7.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1664771")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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