COMMONS CAPITAL, LLC: 13F holdings
CIK 19128352026Q2
| Positions | 96 |
|---|
| Reported value | $142.9m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 96 (+11 vs prior quarter) |
|---|
| Reported value | $142.9m (+19.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 100,365 | $20.1m | 14.1% |
| GOOGL ALPHABET INC | 31,931 | $11.4m | 8.0% |
| AVGO BROADCOM INC | 29,645 | $11.2m | 7.8% |
| AAPL APPLE INC | 34,849 | $10.1m | 7.1% |
| AMZN AMAZON COM INC | 30,859 | $7.4m | 5.1% |
| PANW PALO ALTO NETWORKS INC | 21,451 | $7.3m | 5.1% |
| MSFT MICROSOFT CORP | 12,355 | $4.6m | 3.2% |
| CRWD CROWDSTRIKE HLDGS INC | 5,560 | $4.2m | 3.0% |
| HCA HCA HEALTHCARE INC | 8,898 | $3.5m | 2.4% |
| GLOBAL SHIP LEASE INC | 86,000 | $3.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912835")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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