Stonekeep Investments, LLC

Stonekeep Investments, LLC reported 81 holdings worth US$172M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Stonekeep Investments, LLC reported 81 holdings worth US$172M as of Jun 30, 2026. Largest: Tesla, Inc., Nvidia Corporation and Amazon.com, Inc. Filed Jul 10, 2026 (Form 13F).

Holdings
81
Value as reported
US$172M

The filing in full

CompanySharesValue as reported% of portfolio
Tesla, Inc.12,561US$5.28M3.1%
Nvidia Corporation18,943US$3.79M2.2%
Amazon.com, Inc.14,554US$3.47M2.0%
Alphabet Inc (google) Class C8,793US$3.14M1.8%
Apple Inc7,828US$2.27M1.3%
Microsoft Corp.5,861US$2.19M1.3%
Jp Morgan Chase & Co.5,832US$1.91M1.1%
Berkshire Hathaway Inc.2,993US$1.5M0.87%
Meta Platforms, Inc.1,701US$958K0.56%
Datadog, Inc.3,049US$794K0.46%
Roku, Inc.4,387US$606K0.35%
Netflix, Inc.8,380US$598K0.35%
Nextera Energy, Inc.6,541US$574K0.33%
Unitedhealth Group Incorporated1,307US$543K0.32%
Exxon Mobil Corporation3,837US$525K0.31%
Crowdstrike Holdings, Inc.681US$520K0.30%
Johnson & Johnson1,999US$508K0.30%
Eli Lilly And Company423US$507K0.30%
Mastercard Incorporated967US$497K0.29%
Roblox Corporation9,070US$493K0.29%
Hims & Hers Health, Inc.11,964US$415K0.24%
Taiwan Semiconductor Manufacturing Co., Ltd.795US$380K0.22%
Cloudflare, Inc.1,430US$351K0.20%
Twilio Inc.1,675US$346K0.20%
Caterpillar, Inc.295US$315K0.18%
Palantir Technologies Inc.2,659US$310K0.18%
Walmart Inc.2,716US$308K0.18%
Palo Alto Networks, Inc.872US$297K0.17%
Shopify Inc.2,527US$289K0.17%
Block, Inc.3,524US$268K0.16%
Coca-cola Company (the)3,172US$258K0.15%
Walt Disney Company (the)2,650US$255K0.15%
Deere & Company391US$248K0.14%
American Electric Power Company, Inc.1,710US$234K0.14%
Home Depot, Inc. (the)660US$233K0.14%
Broadcom Inc.603US$228K0.13%
Rio Tinto Plc2,362US$224K0.13%
Dominion Energy, Inc.3,101US$212K0.12%
Snowflake Inc.830US$211K0.12%
Visa Inc.608US$209K0.12%
Toast, Inc.7,490US$208K0.12%
Abbvie Inc.823US$207K0.12%
Fedex Corporation650US$204K0.12%
Pepsico, Inc.1,488US$201K0.12%
Nu Holdings Ltd.11,745US$157K0.09%
Opendoor Technologies Inc23,503US$109K0.06%
Gb Sciences, Inc.105KUS$00.00%
Mcdonald's Corporation0US$00.00%

Source

View original at SEC

Related