LRZ CAPITAL LLC: 13F holdings
CIK 21119192026Q2
| Positions | 18 |
|---|
| Reported value | $197.4m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 18 (+2 vs prior quarter) |
|---|
| Reported value | $197.4m (-1.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON.COM INC | 89,216 | $21.3m | 10.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 37,978 | $18.1m | 9.2% |
| SPGI S&P GLOBAL INC | 39,383 | $16.0m | 8.1% |
| MSFT MICROSOFT CORP | 38,110 | $14.2m | 7.2% |
| NVDA NVIDIA CORPORATION | 65,581 | $13.1m | 6.6% |
| UBER UBER TECHNOLOGIES INC | 177,223 | $12.8m | 6.5% |
| V VISA INC | 34,652 | $11.9m | 6.0% |
| CP CANADIAN PACIFIC KANSAS CITY | 130,750 | $11.3m | 5.7% |
| LPLA LPL FINANCIAL HOLDINGS INC | 39,710 | $11.2m | 5.7% |
| MA MASTERCARD INC | 21,234 | $10.9m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111919")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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