Holdings
Appreciation Portfolio
As of Jun 30, 2026, Appreciation Portfolio reported 42 positions worth US$184M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 85,750 | US$17.2M | −1,375 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 43,374 | US$15.5M | −1,312 | Jun 30, 2026 |
| Apple Inc | 43,390 | US$12.6M | −700 | Jun 30, 2026 |
| Microsoft Corp. | 32,590 | US$12.2M | −700 | Jun 30, 2026 |
| Amazon.com, Inc. | 50,530 | US$12M | −1,100 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 128K | US$9.65M | +16,629 | Jun 30, 2026 |
| Asml Holding Nv | 5,449 | US$9.01M | +632 | Jun 30, 2026 |
| Meta Platforms, Inc. | 12,225 | US$6.89M | −275 | Jun 30, 2026 |
| Visa Inc. | 16,075 | US$5.52M | −325 | Jun 30, 2026 |
| Eaton Corporation, Plc | 10,890 | US$4.64M | −225 | Jun 30, 2026 |