Henshaw Capital LLC: 13F holdings
CIK 21314832026Q2
| Positions | 160 |
|---|
| Reported value | $3.1bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 160 (+0 vs prior quarter) |
|---|
| Reported value | $3.1bn (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,034,047 | $206.9m | 6.7% |
| AAPL APPLE INC | 631,639 | $182.8m | 5.9% |
| LLY ELI LILLY & CO | 117,176 | $140.5m | 4.6% |
| AMAT APPLIED MATLS INC | 171,300 | $123.8m | 4.0% |
| JPM JPMORGAN CHASE & CO | 332,564 | $108.9m | 3.5% |
| GOOGL ALPHABET INC | 280,000 | $100.1m | 3.3% |
| GOOG ALPHABET INC | 280,740 | $99.2m | 3.2% |
| GE GE AEROSPACE | 248,000 | $92.7m | 3.0% |
| EUSA ISHARES INC | 772,000 | $88.2m | 2.9% |
| PANW PALO ALTO NETWORKS INC | 237,620 | $81.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2131483")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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