J. Stern & Co. LLP: 13F holdings
CIK 20113352026Q2
| Positions | 51 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 51 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 609,827 | $122.0m | 11.5% |
| GOOG ALPHABET INC | 311,939 | $110.2m | 10.4% |
| APH AMPHENOL CORP | 492,974 | $86.9m | 8.2% |
| AMZN AMAZON COM INC | 343,332 | $81.8m | 7.7% |
| EATON CORP PLC | 169,915 | $72.4m | 6.8% |
| MA MASTERCARD INCORPORATED | 116,106 | $59.6m | 5.6% |
| META META PLATFORMS INC | 105,733 | $59.6m | 5.6% |
| RTX RTX CORPORATION | 294,500 | $55.9m | 5.3% |
| ICE INTERCONTINENTAL EXCHANGE IN | 335,158 | $41.3m | 3.9% |
| AMT AMERICAN TOWER CORP | 211,680 | $34.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011335")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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