DOHENY ASSET MANAGEMENT /CA: 13F holdings
CIK 9369362026Q2
| Positions | 61 |
|---|
| Reported value | $172.4m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 61 (+1 vs prior quarter) |
|---|
| Reported value | $172.4m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 62,437 | $18.1m | 10.5% |
| NVDA NVIDIA CORP | 86,432 | $17.3m | 10.0% |
| AVGO BROADCOM INC | 44,325 | $16.7m | 9.7% |
| GOOG ALPHABET INC CLASS CLASS C | 32,601 | $11.5m | 6.7% |
| VST VISTRA CORP | 49,191 | $7.8m | 4.5% |
| AMZN AMAZON.COM INC | 31,558 | $7.5m | 4.4% |
| XOM EXXONMOBIL HLDGS CORP | 53,624 | $7.3m | 4.3% |
| GOOGL ALPHABET INC CLASS A | 17,952 | $6.4m | 3.7% |
| LLY ELI LILLY AND CO | 4,264 | $5.1m | 3.0% |
| AEM AGNICO EAGLE MINES LTD F | 30,661 | $4.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="936936")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples