SHARPEPOINT LLC: 13F holdings
CIK 20468222026Q2
| Positions | 89 |
|---|
| Reported value | $199.6m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 89 (+3 vs prior quarter) |
|---|
| Reported value | $199.6m (+19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 7,987 | $9.6m | 4.8% |
| WDC WESTERN DIGITAL CORP | 14,541 | $9.3m | 4.7% |
| GEV GE VERNOVA INC | 6,688 | $7.9m | 3.9% |
| PYLD PIMCO ETF TR | 264,513 | $7.0m | 3.5% |
| SEAGATE TECHNOLOGY HLDNGS PL | 7,004 | $6.8m | 3.4% |
| AVGO BROADCOM INC | 17,235 | $6.5m | 3.3% |
| NVDA NVIDIA CORPORATION | 31,739 | $6.4m | 3.2% |
| SPYV SPDR SERIES TRUST | 101,939 | $6.2m | 3.1% |
| MU MICRON TECHNOLOGY INC | 5,273 | $6.1m | 3.0% |
| SPCX SPACE EXPLORATION TECHN CORP | 30,294 | $5.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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