Holdings
Codex Capital Asset Management L.L.C.
As of Jun 30, 2026, Codex Capital Asset Management L.L.C. reported 26 positions worth US$255M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Ge Vernova Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 196K | US$39.1M | −32,425 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 71,464 | US$25.5M | −359 | Jun 30, 2026 |
| Ge Vernova Inc. | 20,622 | US$24.2M | −580 | Jun 30, 2026 |
| Ge Aerospace | 53,875 | US$20.1M | −450 | Jun 30, 2026 |
| Eli Lilly And Company | 15,655 | US$18.8M | −2,725 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 35,230 | US$17.6M | +4,530 | Jun 30, 2026 |
| Microsoft Corp. | 37,700 | US$14.1M | −900 | Jun 30, 2026 |
| Meta Platforms, Inc. | 24,860 | US$14M | −640 | Jun 30, 2026 |
| Amazon.com, Inc. | 45,900 | US$10.9M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 28,050 | US$9.14M | −9,700 | Jun 30, 2026 |