Vines Capital Management, LLC: 13F holdings
CIK 21106782026Q2
| Positions | 90 |
|---|
| Reported value | $121.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 90 (+13 vs prior quarter) |
|---|
| Reported value | $121.9m (+20.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 36,224 | $18.1m | 14.9% |
| NVDA NVIDIA CORPORATION | 64,222 | $12.9m | 10.5% |
| AAPL APPLE INC | 34,555 | $10.0m | 8.2% |
| QQQ INVESCO QQQ TR | 6,435 | $4.7m | 3.9% |
| JPM JPMORGAN CHASE & CO | 13,651 | $4.5m | 3.7% |
| DGRW WISDOMTREE TR | 45,991 | $4.4m | 3.6% |
| VOO VANGUARD INDEX FDS | 6,350 | $4.4m | 3.6% |
| VUG VANGUARD INDEX FDS | 47,480 | $4.1m | 3.4% |
| MTUM ISHARES TR | 10,387 | $3.6m | 2.9% |
| AMZN AMAZON COM INC | 14,847 | $3.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110678")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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