GHE, LLC: 13F holdings
CIK 19101792026Q2
| Positions | 57 |
|---|
| Reported value | $264.9m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 57 (+2 vs prior quarter) |
|---|
| Reported value | $264.9m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORP | 727,326 | $145.5m | 54.9% |
| PCN PIMCO CORPORATE & INCOME | 678,497 | $8.1m | 3.1% |
| MPC MARATHON PETE CORP | 27,809 | $7.1m | 2.7% |
| MCO MOODYS CORP | 13,821 | $6.3m | 2.4% |
| AXP AMERICAN EXPRESS CO | 16,354 | $5.5m | 2.1% |
| ARISTA NETWORKS INC | 30,436 | $5.2m | 2.0% |
| COST COSTCO WHSL CORP NEW | 5,385 | $5.0m | 1.9% |
| PGR PROGRESSIVE CORP OH | 21,085 | $4.6m | 1.7% |
| SPGI S&P GLOBAL INC | 11,234 | $4.6m | 1.7% |
| LOW LOWES COS INC | 19,229 | $4.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910179")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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