NWK Group, Inc.: 13F holdings
CIK 18030542026Q2
| Positions | 71 |
|---|
| Reported value | $324.2m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 71 (+5 vs prior quarter) |
|---|
| Reported value | $324.2m (+24.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 132,461 | $26.5m | 8.2% |
| GOOGL ALPHABET INC | 70,846 | $25.3m | 7.8% |
| LLY ELI LILLY & CO | 15,227 | $18.3m | 5.6% |
| MRVL MARVELL TECHNOLOGY INC | 57,895 | $17.2m | 5.3% |
| AAPL APPLE INC | 57,600 | $16.7m | 5.1% |
| GEV GE VERNOVA INC | 13,425 | $15.8m | 4.9% |
| AMZN AMAZON COM INC | 65,135 | $15.5m | 4.8% |
| TSLA TESLA INC | 35,210 | $14.8m | 4.6% |
| AVGO BROADCOM INC | 38,465 | $14.5m | 4.5% |
| COST COSTCO WHOLESALE CORPORATION | 14,842 | $13.9m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803054")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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