Lhm, Inc. reported 24 holdings worth US$293M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Lhm, Inc. reported 24 holdings worth US$293M as of Jun 30, 2026. Largest: Marvell Technology, Inc., Take-two Interactive Software, Inc. and Xpel, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$293M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Marvell Technology, Inc. | 44,680 | US$13.3M | 4.5% |
| Take-two Interactive Software, Inc. | 45,385 | US$11.3M | 3.9% |
| Xpel, Inc. | 203K | US$10.1M | 3.4% |
| Ipg Photonics Corporation | 85,699 | US$10.1M | 3.4% |
| Texas Instruments Incorporated | 30,665 | US$9.14M | 3.1% |
| Alphabet Inc (google) Class C | 25,522 | US$9.12M | 3.1% |
| Microchip Technology Incorporated | 91,665 | US$8.36M | 2.9% |
| Amazon.com, Inc. | 27,692 | US$6.6M | 2.3% |
| Universal Display Corporation | 74,552 | US$6.46M | 2.2% |
| Astera Labs, Inc. | 13,274 | US$6.41M | 2.2% |
| Western Alliance Bancorporation | 77,910 | US$6.4M | 2.2% |
| Mastercraft Boat Holdings, Inc. | 219K | US$5.66M | 1.9% |
| Security National Financial Corporation | 601K | US$5.55M | 1.9% |
| Winnebago Industries, Inc. | 154K | US$4.8M | 1.6% |
| Whirlpool Corporation | 58,857 | US$2.32M | 0.79% |
| Sony Group Corporation | 69,231 | US$1.39M | 0.47% |
| Novo Nordisk A/s Class B | 25,105 | US$1.2M | 0.41% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,959 | US$936K | 0.32% |