Lrz Capital LLC reported 18 holdings worth US$197M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Lrz Capital LLC reported 18 holdings worth US$197M as of Jun 30, 2026. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and S&p Global Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$197M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 89,216 | US$21.3M | 10.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,978 | US$18.1M | 9.2% |
| S&p Global Inc. | 39,383 | US$16M | 8.1% |
| Microsoft Corp. | 38,110 | US$14.2M | 7.2% |
| Nvidia Corporation | 65,581 | US$13.1M | 6.6% |
| Uber Technologies, Inc. | 177K | US$12.8M | 6.5% |
| Visa Inc. | 34,652 | US$11.9M | 6.0% |
| Canadian Pacific Kansas City Limited | 131K | US$11.3M | 5.7% |
| Lpl Financial Holdings Inc. | 39,710 | US$11.2M | 5.7% |
| Mastercard Incorporated | 21,234 | US$10.9M | 5.5% |
| Danaher Corporation | 52,091 | US$9.92M | 5.0% |
| Yum! Brands, Inc. | 52,175 | US$8.34M | 4.2% |
| Thermo Fisher Scientific Inc | 16,577 | US$8.31M | 4.2% |
| Alphabet Inc (google) Class C | 21,077 | US$7.53M | 3.8% |
| Kkr & Co. Inc. | 76,230 | US$7M | 3.5% |
| Brown & Brown, Inc. | 89,225 | US$5.72M | 2.9% |
| Mercadolibre, Inc. | 3,092 | US$5.25M | 2.7% |
| Booking Holdings Inc. Common Stock | 24,846 | US$4.43M | 2.2% |