Holdings
Cim, LLC
As of Jun 30, 2026, Cim, LLC reported 122 positions worth US$616M. Largest: Nvidia Corporation, Asml Holding Nv and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 219K | US$43.9M | −12,772 | Jun 30, 2026 |
| Asml Holding Nv | 14,864 | US$29.6M | −570 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 81,966 | US$29.3M | −21,816 | Jun 30, 2026 |
| Arista Networks, Inc. | 154K | US$26.1M | −18,602 | Jun 30, 2026 |
| Monster Beverage Corporation | 251K | US$24.1M | −14,991 | Jun 30, 2026 |
| Cummins Inc. | 33,742 | US$24.1M | +13,425 | Jun 30, 2026 |
| Emcor Group, Inc. | 28,409 | US$23.6M | −1,612 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 44,387 | US$22.2M | −389 | Jun 30, 2026 |
| Amazon.com, Inc. | 85,520 | US$20.4M | −4,257 | Jun 30, 2026 |
| Progressive Corporation (the) | 86,190 | US$18.8M | −144 | Jun 30, 2026 |