Holdings
Bearing Point Capital, LLC
As of Jun 30, 2026, Bearing Point Capital, LLC reported 125 positions worth US$528M. Largest: Nvidia Corporation, Palo Alto Networks, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 178K | US$35.6M | −4,069 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 79,541 | US$27.1M | +1,688 | Jun 30, 2026 |
| Apple Inc | 93,405 | US$27M | −1,322 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 68,971 | US$24.6M | −434 | Jun 30, 2026 |
| Dell Technologies Inc. | 45,051 | US$19.4M | −15,010 | Jun 30, 2026 |
| Amazon.com, Inc. | 69,596 | US$16.6M | −303 | Jun 30, 2026 |
| Argan, Inc. | 19,760 | US$15.8M | −45 | Jun 30, 2026 |
| Broadcom Inc. | 41,396 | US$15.6M | −265 | Jun 30, 2026 |
| Microsoft Corp. | 41,471 | US$15.5M | +767 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 44,770 | US$14.7M | +82 | Jun 30, 2026 |