Positano Wealth Management Ltd
Positano Wealth Management Ltd reported 24 holdings worth US$185M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Positano Wealth Management Ltd reported 24 holdings worth US$185M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Micron Technology, Inc. and Nvidia Corporation. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$185M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 75,168 | US$26.9M | 14.5% |
| Micron Technology, Inc. | 23,114 | US$26.7M | 14.4% |
| Nvidia Corporation | 129K | US$25.8M | 13.9% |
| Microsoft Corp. | 55,310 | US$20.6M | 11.2% |
| Visa Inc. | 57,425 | US$19.7M | 10.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,352 | US$9.72M | 5.3% |
| Salesforce, Inc. | 54,462 | US$8.53M | 4.6% |
| Hewlett Packard Enterprise Company | 180K | US$8.14M | 4.4% |
| Marriott International | 21,606 | US$8.01M | 4.3% |
| Qualcomm Incorporated | 17,031 | US$3.15M | 1.7% |
| Broadcom Inc. | 7,064 | US$2.67M | 1.4% |
| Markel Group Inc. | 899 | US$1.76M | 0.95% |
| Uber Technologies, Inc. | 16,000 | US$1.15M | 0.62% |
| Intuit Inc. | 3,285 | US$857K | 0.46% |
| Fiserv, Inc. | 11,728 | US$575K | 0.31% |
| Meta Platforms, Inc. | 698 | US$393K | 0.21% |
| Arthur J. Gallagher & Co. | 957 | US$220K | 0.12% |
| Ciena Corporation | 246 | US$121K | 0.07% |
| Apple Inc | 80 | US$23,149 | 0.01% |
| Adobe Inc. | 97 | US$19,887 | 0.01% |
| S&p Global Inc. | 41 | US$16,698 | <0.01% |
| Applied Optoelectronics, Inc. | 80 | US$11,853 | <0.01% |