Holdings
Ground Swell Capital, LLC
As of Jun 30, 2026, Ground Swell Capital, LLC reported 100 positions worth US$37.1M. Largest: Space Exploration Technologies Corp, Asml Holding Nv and Cerebras Systems Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 85,000 | US$14.5M | new | Jun 30, 2026 |
| Asml Holding Nv | 1,653 | US$3.29M | new | Jun 30, 2026 |
| Cerebras Systems Inc. | 8,896 | US$1.97M | new | Jun 30, 2026 |
| Entegris, Inc. | 7,003 | US$1.26M | +2,921 | Jun 30, 2026 |
| Marvell Technology, Inc. | 3,817 | US$1.14M | new | Jun 30, 2026 |
| Lumentum Holdings Inc. | 1,104 | US$947K | new | Jun 30, 2026 |
| Tesla, Inc. | 1,603 | US$674K | +76 | Jun 30, 2026 |
| Mks Inc. | 1,392 | US$619K | new | Jun 30, 2026 |
| Enphase Energy, Inc. | 12,024 | US$592K | new | Jun 30, 2026 |
| Axia Energia Sa | 54,766 | US$578K | +13,162 | Jun 30, 2026 |