Positano Wealth Management Ltd: 13F holdings
CIK 21374282026Q2
| Positions | 24 |
|---|
| Reported value | $184.8m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 24 (+0 vs prior quarter) |
|---|
| Reported value | $184.8m (+36.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 75,168 | $26.9m | 14.5% |
| MU MICRON TECHNOLOGY INC | 23,114 | $26.7m | 14.4% |
| NVDA NVIDIA CORPORATION | 128,783 | $25.8m | 13.9% |
| MSFT MICROSOFT CORP | 55,310 | $20.6m | 11.2% |
| V VISA INC | 57,425 | $19.7m | 10.7% |
| CHUBB LTD SWITZ | 56,689 | $19.3m | 10.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 20,352 | $9.7m | 5.3% |
| CRM SALESFORCE INC | 54,462 | $8.5m | 4.6% |
| HPE HEWLETT PACKARD ENTERPRISE C | 180,389 | $8.1m | 4.4% |
| MAR MARRIOTT INTL INC NEW | 21,606 | $8.0m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2137428")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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