Scratch Capital LLC reported 44 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Scratch Capital LLC reported 44 holdings worth US$201M as of Jun 30, 2026. Largest: Dutch Bros Inc., Micron Technology, Inc. and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dutch Bros Inc. | 34,926 | US$2.51M | 1.2% |
| Micron Technology, Inc. | 2,101 | US$2.42M | 1.2% |
| Nvidia Corporation | 8,490 | US$1.7M | 0.84% |
| Cisco Systems, Inc. | 9,561 | US$1.12M | 0.56% |
| Wells Fargo & Company | 11,029 | US$911K | 0.45% |
| Walmart Inc. | 7,481 | US$847K | 0.42% |
| Gamestop Corporation | 35,283 | US$779K | 0.39% |
| Intuit Inc. | 2,887 | US$754K | 0.37% |
| Apple Inc | 2,496 | US$722K | 0.36% |
| Microsoft Corp. | 1,519 | US$567K | 0.28% |
| Amazon.com, Inc. | 1,591 | US$379K | 0.19% |
| Alphabet Inc (google) Class C | 1,014 | US$362K | 0.18% |
| Meta Platforms, Inc. | 476 | US$268K | 0.13% |
| Oracle Corporation | 1,748 | US$256K | 0.13% |
| Tesla, Inc. | 576 | US$242K | 0.12% |
| Home Depot, Inc. (the) | 626 | US$221K | 0.11% |
| Northern Dynasty Minerals Ltd. | 32,434 | US$62,273 | 0.03% |
| Bridger Aerospace Group Holdings, Inc. | 13,600 | US$26,112 | 0.01% |
| Lucid Diagnostics Inc. | 20,994 | US$22,464 | 0.01% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Cid Holdco, Inc. | 0 | US$0 | 0.00% |