Whitford Management LLC reported 22 holdings worth US$112M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Whitford Management LLC reported 22 holdings worth US$112M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$112M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,193 | US$5.35M | 4.8% |
| Amazon.com, Inc. | 22,275 | US$5.31M | 4.7% |
| Nvidia Corporation | 25,720 | US$5.15M | 4.6% |
| Mastercard Incorporated | 7,263 | US$3.73M | 3.3% |
| Broadcom Inc. | 9,655 | US$3.65M | 3.3% |
| Meta Platforms, Inc. | 6,195 | US$3.49M | 3.1% |
| Ge Vernova Inc. | 2,206 | US$2.59M | 2.3% |
| Coupang, Inc. | 138K | US$2.4M | 2.1% |
| Microsoft Corp. | 6,273 | US$2.34M | 2.1% |
| Ftai Aviation Ltd. | 8,484 | US$2.3M | 2.0% |
| Alphabet Inc (google) Class C | 6,212 | US$2.22M | 2.0% |
| Ge Aerospace | 5,895 | US$2.2M | 2.0% |
| Uber Technologies, Inc. | 23,376 | US$1.69M | 1.5% |
| Howmet Aerospace Inc. | 4,285 | US$1.15M | 1.0% |
| Woodward, Inc. | 2,631 | US$1.12M | 1.00% |
| Coreweave, Inc. | 6,447 | US$642K | 0.57% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Transdigm Group Inc. | 0 | US$0 | 0.00% |