Markin Volterra Fund LP: 13F holdings
CIK 20736032026Q2
| Positions | 66 |
|---|
| Reported value | $146.9m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 66 (+32 vs prior quarter) |
|---|
| Reported value | $146.9m (+126.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 844 | $1.9m | 1.3% |
| MU MICRON TECHNOLOGY INC | 1,434 | $1.7m | 1.1% |
| GOOGL ALPHABET INC | 3,801 | $1.4m | 0.9% |
| WDC WESTERN DIGITAL CORP | 1,775 | $1.1m | 0.8% |
| MRVL MARVELL TECHNOLOGY INC | 3,028 | $902,011 | 0.6% |
| LITE LUMENTUM HLDGS INC | 1,023 | $877,795 | 0.6% |
| AMD ADVANCED MICRO DEVICES INC | 1,424 | $827,216 | 0.6% |
| CREDO TECHNOLOGY GROUP HOLDI | 3,012 | $819,113 | 0.6% |
| LRCX LAM RESEARCH CORP | 1,580 | $684,661 | 0.5% |
| ARM ARM HOLDINGS PLC | 1,927 | $683,256 | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2073603")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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