Kennicott Capital Management LLC
Kennicott Capital Management LLC reported 46 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Kennicott Capital Management LLC reported 46 holdings worth US$216M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Roblox Corporation. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 11,808 | US$3.42M | 1.6% |
| Nvidia Corporation | 9,730 | US$1.95M | 0.90% |
| Roblox Corporation | 24,926 | US$1.36M | 0.63% |
| Alphabet Inc (google) Class C | 3,529 | US$1.26M | 0.58% |
| Lam Research Corporation | 2,400 | US$1.04M | 0.48% |
| Amazon.com, Inc. | 2,795 | US$666K | 0.31% |
| Starwood Property Trust Inc. | 27,240 | US$446K | 0.21% |
| Chimera Investment Corporation | 32,673 | US$436K | 0.20% |
| Doximity, Inc. | 20,000 | US$415K | 0.19% |
| Meta Platforms, Inc. | 669 | US$377K | 0.17% |
| Blackstone Mortgage Trust, Inc. | 19,900 | US$337K | 0.16% |
| Broadcom Inc. | 730 | US$276K | 0.13% |
| Uber Technologies, Inc. | 3,675 | US$265K | 0.12% |
| Twilio Inc. | 1,140 | US$235K | 0.11% |
| Microsoft Corp. | 0 | US$0 | 0.00% |