Kickstand Ventures, LLC.
Kickstand Ventures, LLC. reported 154 holdings worth US$550M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Kickstand Ventures, LLC. reported 154 holdings worth US$550M as of Jun 30, 2026. Largest: Lumentum Holdings Inc., Microsoft Corp. and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 154
- Value as reported
- US$550M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lumentum Holdings Inc. | 2,832 | US$2.43M | 0.44% |
| Microsoft Corp. | 3,698 | US$1.38M | 0.25% |
| Nvidia Corporation | 5,396 | US$1.08M | 0.20% |
| Broadcom Inc. | 2,835 | US$1.07M | 0.19% |
| Bank Of America Corporation | 18,400 | US$1.05M | 0.19% |
| Prudential Financial, Inc. | 8,196 | US$885K | 0.16% |
| Kla Corporation | 2,494 | US$753K | 0.14% |
| Western Digital Corporation | 1,151 | US$735K | 0.13% |
| Applied Materials, Inc. | 951 | US$687K | 0.12% |
| Monolithic Power Systems, Inc. | 480 | US$664K | 0.12% |
| Apple Inc | 1,744 | US$505K | 0.09% |
| At&t Inc. | 23,980 | US$496K | 0.09% |
| Marvell Technology, Inc. | 1,631 | US$486K | 0.09% |
| Citigroup, Inc. | 3,376 | US$473K | 0.09% |
| 3m Company | 2,794 | US$452K | 0.08% |
| Alphabet Inc (google) Class C | 1,148 | US$410K | 0.07% |
| Rockwell Automation, Inc. | 712 | US$352K | 0.06% |
| Shopify Inc. | 3,054 | US$349K | 0.06% |
| Emcor Group, Inc. | 406 | US$337K | 0.06% |
| Arista Networks, Inc. | 1,937 | US$329K | 0.06% |
| Vistra Corp. | 2,029 | US$322K | 0.06% |
| Dell Technologies Inc. | 721 | US$311K | 0.06% |
| Palomar Holdings, Inc. | 2,335 | US$295K | 0.05% |
| Coherent Corp. | 737 | US$291K | 0.05% |
| Soundhound Ai, Inc. | 43,048 | US$279K | 0.05% |
| Altria Group, Inc. | 3,482 | US$251K | 0.05% |
| Lamar Advertising Company | 1,591 | US$248K | 0.05% |
| Bristol-myers Squibb Company | 4,240 | US$244K | 0.04% |
| Micron Technology, Inc. | 204 | US$235K | 0.04% |
| Expedia Group, Inc. | 886 | US$227K | 0.04% |
| Dycom Industries, Inc. | 407 | US$206K | 0.04% |
| Salesforce, Inc. | 1,304 | US$204K | 0.04% |
| Lam Research Corporation | 471 | US$204K | 0.04% |
| Thermo Fisher Scientific Inc | 406 | US$204K | 0.04% |
| Super Micro Computer, Inc. | 6,891 | US$202K | 0.04% |
| Amazon.com, Inc. | 839 | US$200K | 0.04% |
| Vodafone Group Public Limited Company | 14,091 | US$186K | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Kyndryl Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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