StoryOne LLC
StoryOne LLC reported 79 holdings worth US$222M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
StoryOne LLC reported 79 holdings worth US$222M as of Sep 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$222M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 37,648 | US$8.6M | 3.9% |
| Alphabet Inc (google) Class C | 21,518 | US$7.37M | 3.3% |
| Advanced Micro Devices Inc | 9,335 | US$5.71M | 2.6% |
| Microsoft Corp. | 9,928 | US$5.09M | 2.3% |
| Apple Inc | 13,767 | US$4.58M | 2.1% |
| Broadcom Inc. | 10,028 | US$3.52M | 1.6% |
| Palantir Technologies Inc. | 15,482 | US$2.9M | 1.3% |
| Micron Technology, Inc. | 2,271 | US$2.42M | 1.1% |
| Vertiv Holdings, Llc | 9,879 | US$2.38M | 1.1% |
| Amazon.com, Inc. | 8,537 | US$2.13M | 0.96% |
| Lam Research Corporation | 5,527 | US$1.82M | 0.82% |
| Marvell Technology, Inc. | 6,399 | US$1.69M | 0.76% |
| Amphenol Corporation | 19,942 | US$1.68M | 0.76% |
| Meta Platforms, Inc. | 1,689 | US$1.22M | 0.55% |
| Tesla, Inc. | 2,648 | US$940K | 0.42% |
| Berkshire Hathaway Inc. | 1,846 | US$919K | 0.41% |
| Jp Morgan Chase & Co. | 2,584 | US$855K | 0.39% |
| Eli Lilly And Company | 719 | US$832K | 0.38% |
| Astera Labs, Inc. | 2,181 | US$776K | 0.35% |
| Johnson & Johnson | 2,835 | US$751K | 0.34% |
| Visa Inc. | 1,867 | US$671K | 0.30% |
| Cisco Systems, Inc. | 5,447 | US$586K | 0.26% |
| Walmart Inc. | 5,066 | US$526K | 0.24% |
| Abbvie Inc. | 1,836 | US$480K | 0.22% |
| Intel Corporation | 3,656 | US$440K | 0.20% |
| Ge Aerospace | 1,315 | US$411K | 0.19% |
| Applied Materials, Inc. | 784 | US$401K | 0.18% |
| Chevron Corporation | 1,851 | US$378K | 0.17% |
| Caterpillar, Inc. | 453 | US$367K | 0.17% |
| Arista Networks, Inc. | 1,722 | US$351K | 0.16% |
| Ge Vernova Inc. | 352 | US$335K | 0.15% |
| Wells Fargo & Company | 3,858 | US$309K | 0.14% |
| Coca-cola Company (the) | 3,491 | US$301K | 0.14% |
| Nextera Energy, Inc. | 3,937 | US$298K | 0.13% |
| Thermo Fisher Scientific Inc | 433 | US$292K | 0.13% |
| Palo Alto Networks, Inc. | 721 | US$286K | 0.13% |
| Western Digital Corporation | 624 | US$284K | 0.13% |
| Mastercard Incorporated | 513 | US$283K | 0.13% |
| Bank Of America Corporation | 5,195 | US$283K | 0.13% |
| Home Depot, Inc. (the) | 963 | US$274K | 0.12% |
| Welltower Inc. | 1,167 | US$269K | 0.12% |
| Morgan Stanley | 1,427 | US$268K | 0.12% |
| Kla Corporation | 1,335 | US$260K | 0.12% |
| Procter & Gamble Company (the) | 1,743 | US$253K | 0.11% |
| Goldman Sachs Group, Inc. (the) | 264 | US$238K | 0.11% |
| Costco Wholesale Corporation | 261 | US$238K | 0.11% |
| Coherent Corp. | 794 | US$229K | 0.10% |
| Crowdstrike Holdings, Inc. | 843 | US$223K | 0.10% |
| Merck & Company, Inc. | 1,504 | US$219K | 0.10% |
| Amgen Inc. | 514 | US$217K | 0.10% |
| Pepsico, Inc. | 1,679 | US$213K | 0.10% |
| Netflix, Inc. | 2,911 | US$203K | 0.09% |
| Axcelis Technologies, Inc. | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
Related