Oxinas Partners, LLC
Oxinas Partners, LLC reported 149 holdings worth US$254M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Oxinas Partners, LLC reported 149 holdings worth US$254M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Tesla, Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 149
- Value as reported
- US$254M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 29,778 | US$10.6M | 4.2% |
| Apple Inc | 27,726 | US$8.02M | 3.2% |
| Tesla, Inc. | 14,716 | US$6.19M | 2.4% |
| Amazon.com, Inc. | 24,142 | US$5.75M | 2.3% |
| United Airlines Holdings, Inc. | 39,118 | US$5.32M | 2.1% |
| Micron Technology, Inc. | 2,723 | US$3.14M | 1.2% |
| Microsoft Corp. | 7,660 | US$2.86M | 1.1% |
| Nvidia Corporation | 12,302 | US$2.46M | 0.97% |
| Delta Air Lines, Inc. | 25,174 | US$2.36M | 0.93% |
| Meta Platforms, Inc. | 3,954 | US$2.23M | 0.88% |
| Space Exploration Technologies Corp | 12,377 | US$2.11M | 0.83% |
| Broadcom Inc. | 5,247 | US$1.98M | 0.78% |
| Marriott International | 5,296 | US$1.96M | 0.77% |
| Celestica Inc. | 3,900 | US$1.42M | 0.56% |
| Credo Technology Group Holding Ltd | 4,363 | US$1.19M | 0.47% |
| Freeport-mcmoran, Inc. | 17,170 | US$1.08M | 0.43% |
| Carnival Corporation Ltd. | 36,531 | US$1.04M | 0.41% |
| Walmart Inc. | 9,162 | US$1.04M | 0.41% |
| Ttm Technologies, Inc. | 5,415 | US$1.01M | 0.40% |
| Sterling Infrastructure, Inc. | 1,113 | US$934K | 0.37% |
| Applovin Corporation | 1,241 | US$639K | 0.25% |
| Jp Morgan Chase & Co. | 1,866 | US$611K | 0.24% |
| Western Midstream Partners, Lp | 13,761 | US$602K | 0.24% |
| Caterpillar, Inc. | 549 | US$585K | 0.23% |
| Philip Morris International Inc | 3,052 | US$552K | 0.22% |
| Uber Technologies, Inc. | 7,586 | US$547K | 0.22% |
| Goldman Sachs Group, Inc. (the) | 505 | US$511K | 0.20% |
| Berkshire Hathaway Inc. | 996 | US$498K | 0.20% |
| Unitedhealth Group Incorporated | 1,185 | US$492K | 0.19% |
| Bp Plc | 11,978 | US$443K | 0.17% |
| Ubiquiti Inc. | 815 | US$435K | 0.17% |
| Hyatt Hotels Corporation | 2,200 | US$426K | 0.17% |
| Southwest Airlines Company | 8,100 | US$417K | 0.16% |
| Applied Digital Corporation | 11,065 | US$413K | 0.16% |
| Western Digital Corporation | 626 | US$400K | 0.16% |
| Netflix, Inc. | 5,590 | US$399K | 0.16% |
| Cleanspark, Inc. | 26,427 | US$385K | 0.15% |
| Bank Of America Corporation | 6,509 | US$371K | 0.15% |
| Advanced Micro Devices Inc | 611 | US$355K | 0.14% |
| Shopify Inc. | 3,064 | US$350K | 0.14% |
| Cummins Inc. | 489 | US$349K | 0.14% |
| Lumentum Holdings Inc. | 392 | US$336K | 0.13% |
| Argan, Inc. | 420 | US$335K | 0.13% |
| United Parcel Service, Inc. | 3,103 | US$334K | 0.13% |
| Ssr Mining Inc. | 11,502 | US$325K | 0.13% |
| Cisco Systems, Inc. | 2,730 | US$321K | 0.13% |
| Vistance Networks, Inc. | 23,357 | US$298K | 0.12% |
| Palantir Technologies Inc. | 2,444 | US$285K | 0.11% |
| Oracle Corporation | 1,941 | US$284K | 0.11% |
| Home Depot, Inc. (the) | 785 | US$277K | 0.11% |
| Ford Mtr Co Del | 18,770 | US$261K | 0.10% |
| Macom Technology Solutions Holdings, Inc. | 675 | US$257K | 0.10% |
| Exxon Mobil Corporation | 1,852 | US$253K | 0.10% |
| Us Foods Holding Corp. | 2,468 | US$252K | 0.10% |
| Charles Schwab Corporation (the) | 2,672 | US$247K | 0.10% |
| Avis Budget Group, Inc. | 1,666 | US$246K | 0.10% |
| Kinross Gold Corporation | 10,356 | US$245K | 0.10% |
| Dycom Industries, Inc. | 477 | US$241K | 0.10% |
| Verizon Communications Inc. | 5,483 | US$232K | 0.09% |
| Shell Plc | 2,901 | US$225K | 0.09% |
| Costco Wholesale Corporation | 232 | US$217K | 0.09% |
| Lam Research Corporation | 495 | US$214K | 0.08% |
| Kenvue Inc. | 11,151 | US$213K | 0.08% |
| Super Micro Computer, Inc. | 6,932 | US$203K | 0.08% |
| Intel Corporation | 1,441 | US$201K | 0.08% |
| Sabre Corporation | 15,733 | US$32,882 | 0.01% |
| Conocophillips | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| U.s. Bancorp | 0 | US$0 | 0.00% |
| Southern Copper Corporation | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
Source
View original at SEC
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