California First Leasing Corp
California First Leasing Corp reported 34 holdings worth US$471M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 19, 2026
California First Leasing Corp reported 34 holdings worth US$471M as of Jun 30, 2026. Largest: Micron Technology, Inc., Applied Materials, Inc. and Marvell Technology, Inc. Filed Aug 19, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$471M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 71,628 | US$82.7M | 17.6% |
| Applied Materials, Inc. | 88,236 | US$63.8M | 13.5% |
| Marvell Technology, Inc. | 131K | US$39M | 8.3% |
| Alphabet Inc (google) Class C | 99,900 | US$35.7M | 7.6% |
| Advanced Micro Devices Inc | 54,000 | US$31.4M | 6.7% |
| Goldman Sachs Group, Inc. (the) | 23,200 | US$23.5M | 5.0% |
| Exxon Mobil Corporation | 161K | US$22M | 4.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 36,550 | US$17.5M | 3.7% |
| Comfort Systems Usa, Inc. | 8,720 | US$17.3M | 3.7% |
| Digitalocean Holdings, Inc. | 87,600 | US$13.8M | 2.9% |
| Meta Platforms, Inc. | 19,400 | US$10.9M | 2.3% |
| Twilio Inc. | 44,000 | US$9.08M | 1.9% |
| Wells Fargo & Company | 106K | US$8.79M | 1.9% |
| The Cigna Group | 30,710 | US$8.47M | 1.8% |
| Airbnb, Inc. | 58,885 | US$8.43M | 1.8% |
| Align Technology, Inc. | 44,925 | US$7.58M | 1.6% |
| Amazon.com, Inc. | 29,855 | US$7.12M | 1.5% |
| Bank Of America Corporation | 118K | US$6.7M | 1.4% |
| Uber Technologies, Inc. | 77,330 | US$5.58M | 1.2% |
| Zeta Global Holdings Corp. | 253K | US$4.98M | 1.1% |
| Allison Transmission Holdings, Inc. | 42,290 | US$4.77M | 1.0% |
| Qnity Electronics, Inc. | 26,970 | US$4.4M | 0.93% |
| British American Tobacco P.l.c. | 52,500 | US$3.24M | 0.69% |
| Vail Resorts, Inc. | 23,708 | US$3.23M | 0.69% |
| Lithia Motors, Inc. | 10,759 | US$3.13M | 0.66% |
| Maplebear Inc. | 59,240 | US$2.81M | 0.60% |
| Netflix, Inc. | 26,500 | US$1.89M | 0.40% |
| Jp Morgan Chase & Co. | 4,380 | US$1.43M | 0.30% |
| Charter Communications, Inc. | 9,171 | US$1.3M | 0.28% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Credit Acceptance Corporation | 0 | US$0 | 0.00% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Expedia Group, Inc. | 0 | US$0 | 0.00% |
| Halozyme Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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