Holdings
Havemeyer Place LP
As of Jun 30, 2026, Havemeyer Place LP reported 459 positions worth US$951M. Largest: Kla Corporation, Microsoft Corp. and Ford Mtr Co Del. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 47,609 | US$14.4M | new | Jun 30, 2026 |
| Microsoft Corp. | 37,809 | US$14.1M | +24,687 | Jun 30, 2026 |
| Ford Mtr Co Del | 800K | US$11.1M | new | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 20,086 | US$10.1M | new | Jun 30, 2026 |
| Caseys General Stores, Inc. | 12,574 | US$9.99M | new | Jun 30, 2026 |
| Eli Lilly And Company | 8,236 | US$9.88M | +7,066 | Jun 30, 2026 |
| Oracle Corporation | 66,936 | US$9.81M | new | Jun 30, 2026 |
| Cbre Group Inc | 69,545 | US$9.37M | +48,583 | Jun 30, 2026 |
| Costco Wholesale Corporation | 9,846 | US$9.21M | +8,497 | Jun 30, 2026 |
| Amazon.com, Inc. | 37,694 | US$8.98M | +12,240 | Jun 30, 2026 |