CALIFORNIA FIRST LEASING CORP: 13F holdings
CIK 8030162026Q2
| Positions | 34 |
|---|
| Reported value | $471.1m |
|---|
| Filed | 2026-08-19 |
|---|
Change since last quarter
| Positions | 34 (-5 vs prior quarter) |
|---|
| Reported value | $471.1m (+51.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 71,628 | $82.7m | 17.6% |
| AMAT APPLIED MATLS INC | 88,236 | $63.8m | 13.5% |
| MRVL MARVELL TECHNOLOGY INC | 130,800 | $39.0m | 8.3% |
| GOOGL ALPHABET INC | 99,900 | $35.7m | 7.6% |
| AMD ADVANCED MICRO DEVICES INC | 54,000 | $31.4m | 6.7% |
| GS GOLDMAN SACHS GROUP INC | 23,200 | $23.5m | 5.0% |
| EXXON MOBIL CORP | 160,800 | $22.0m | 4.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 36,550 | $17.5m | 3.7% |
| FIX COMFORT SYS USA INC | 8,720 | $17.3m | 3.7% |
| DOCN DIGITALOCEAN HLDGS INC | 87,600 | $13.8m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="803016")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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