Vann Equity Management LLC: 13F holdings
CIK 20184122026Q2
| Positions | 168 |
|---|
| Reported value | $164.7m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 168 (+10 vs prior quarter) |
|---|
| Reported value | $164.7m (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 62,792 | $12.6m | 7.6% |
| GOOGL ALPHABET INC | 22,001 | $7.9m | 4.8% |
| AAPL APPLE INC | 26,236 | $7.6m | 4.6% |
| MSFT MICROSOFT CORP | 17,747 | $6.6m | 4.0% |
| AMZN AMAZON COM INC | 23,967 | $5.7m | 3.5% |
| AVGO BROADCOM INC | 13,451 | $5.1m | 3.1% |
| LLY ELI LILLY & CO | 2,707 | $3.2m | 2.0% |
| MU MICRON TECHNOLOGY INC | 2,748 | $3.2m | 1.9% |
| META META PLATFORMS INC | 5,195 | $2.9m | 1.8% |
| PANW PALO ALTO NETWORKS INC | 8,496 | $2.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2018412")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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