Geneva Partners, LLC: 13F holdings
CIK 17126712026Q2
| Positions | 75 |
|---|
| Reported value | $375.1m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 75 (+12 vs prior quarter) |
|---|
| Reported value | $375.1m (+80.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DELL DELL TECHNOLOGIES INC | 47,112 | $20.3m | 5.4% |
| MRVL MARVELL TECHNOLOGY INC | 68,048 | $20.3m | 5.4% |
| GOOGL ALPHABET INC | 47,371 | $16.9m | 4.5% |
| STRL STERLING INFRASTRUCTURE INC | 19,995 | $16.8m | 4.5% |
| XBI SPDR SERIES TRUST | 94,829 | $15.0m | 4.0% |
| NVDA NVIDIA CORPORATION | 73,463 | $14.7m | 3.9% |
| TER TERADYNE INC | 28,502 | $13.8m | 3.7% |
| GLW CORNING INC | 49,702 | $12.7m | 3.4% |
| AMAT APPLIED MATLS INC | 16,410 | $11.9m | 3.2% |
| GEV GE VERNOVA INC | 9,895 | $11.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1712671")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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