Holdings
Capital Appreciation Fund
As of May 31, 2026, Capital Appreciation Fund reported 63 positions worth US$451M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 205K | US$43.3M | −3,077 | May 31, 2026 |
| Apple Inc | 99,271 | US$31M | −1,489 | May 31, 2026 |
| Alphabet Inc (google) Class C | 74,443 | US$28.3M | −827 | May 31, 2026 |
| Broadcom Inc. | 59,481 | US$26.6M | −892 | May 31, 2026 |
| Amazon.com, Inc. | 86,643 | US$23.4M | +9,218 | May 31, 2026 |
| Microsoft Corp. | 51,183 | US$23M | −767 | May 31, 2026 |
| Meta Platforms, Inc. | 31,671 | US$20M | +4,979 | May 31, 2026 |
| Eli Lilly And Company | 15,567 | US$17.2M | +2,727 | May 31, 2026 |
| Advanced Micro Devices Inc | 30,256 | US$15.6M | +1,425 | May 31, 2026 |
| Lam Research Corporation | 35,027 | US$11.1M | +30,991 | May 31, 2026 |