Bannerstone Capital Management, LLC: 13F holdings
CIK 20834992026Q2
| Positions | 113 |
|---|
| Reported value | $119.1m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 113 (+16 vs prior quarter) |
|---|
| Reported value | $119.1m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 29,877 | $6.0m | 5.0% |
| AAPL APPLE INC | 19,775 | $5.7m | 4.8% |
| LRCX LAM RESEARCH CORP | 11,087 | $4.8m | 4.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,155 | $4.6m | 3.8% |
| GS GOLDMAN SACHS GROUP INC | 4,201 | $4.2m | 3.6% |
| PLTR PALANTIR TECHNOLOGIES INC | 30,554 | $3.6m | 3.0% |
| JPM JPMORGAN CHASE & CO | 9,720 | $3.2m | 2.7% |
| FDS FACTSET RESH SYS INC | 13,729 | $3.2m | 2.7% |
| VRT VERTIV HOLDINGS CO | 8,652 | $2.9m | 2.4% |
| PWR QUANTA SVCS INC | 4,006 | $2.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083499")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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