Ws Management Lllp
Ws Management Lllp reported 47 holdings worth US$1.14B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ws Management Lllp reported 47 holdings worth US$1.14B as of Jun 30, 2026. Largest: Micron Technology, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$1.14B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 184K | US$212M | 18.6% |
| Berkshire Hathaway Inc. | 236K | US$118M | 10.3% |
| Amazon.com, Inc. | 152K | US$36.2M | 3.2% |
| Alphabet Inc (google) Class C | 95,112 | US$34M | 3.0% |
| Labcorp Holdings Inc. | 114K | US$31.8M | 2.8% |
| Nvidia Corporation | 157K | US$31.4M | 2.7% |
| Southwest Airlines Company | 527K | US$27.1M | 2.4% |
| Ryman Hospitality Properties, Inc. (reit) | 159K | US$20.5M | 1.8% |
| Tjx Companies, Inc. (the) | 122K | US$18.6M | 1.6% |
| Crocs, Inc. | 150K | US$18.1M | 1.6% |
| Knight-swift Transportation Holdings Inc. | 206K | US$16.1M | 1.4% |
| Lamar Advertising Company | 102K | US$15.9M | 1.4% |
| Walmart Inc. | 123K | US$13.9M | 1.2% |
| Sharkninja, Inc. | 90,000 | US$13.7M | 1.2% |
| Texas Instruments Incorporated | 40,000 | US$11.9M | 1.0% |
| Stubhub Holdings, Inc. | 800K | US$10.3M | 0.90% |
| Marathon Petroleum Corporation | 37,378 | US$9.56M | 0.84% |
| Conocophillips | 78,303 | US$8.14M | 0.71% |
| Costco Wholesale Corporation | 7,568 | US$7.08M | 0.62% |
| Ge Healthcare Technologies Inc. | 96,675 | US$6.19M | 0.54% |
| Celsius Holdings, Inc. | 200K | US$5.86M | 0.51% |
| Viatris Inc. | 316K | US$5.02M | 0.44% |
| Intuit Inc. | 17,700 | US$4.62M | 0.40% |
| Carmax Inc | 75,000 | US$3.97M | 0.35% |
| Ast Spacemobile, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Tempus Ai, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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