Holdings
Chescapmanager LLC
As of Jun 30, 2026, Chescapmanager LLC reported 20 positions worth US$734M. Largest: Vertiv Holdings, Llc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vertiv Holdings, Llc | 372K | US$125M | −50,000 | Jun 30, 2026 |
| Microsoft Corp. | 311K | US$116M | +200K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 191K | US$68.1M | no change | Jun 30, 2026 |
| Us Foods Holding Corp. | 528K | US$54M | no change | Jun 30, 2026 |
| Cameco Corporation | 444K | US$45.2M | no change | Jun 30, 2026 |
| Nvidia Corporation | 178K | US$35.5M | −45,000 | Jun 30, 2026 |
| Citigroup, Inc. | 236K | US$33M | −75,000 | Jun 30, 2026 |
| Gpgi, Inc. | 1.93M | US$30.5M | +862K | Jun 30, 2026 |
| Mirion Technologies, Inc. | 1.66M | US$29.7M | no change | Jun 30, 2026 |
| Kbr, Inc. | 855K | US$29.5M | +50,973 | Jun 30, 2026 |