Holdings
J. Stern & Co. LLP
As of Jun 30, 2026, J. Stern & Co. LLP reported 44 positions worth US$918M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amphenol Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 610K | US$122M | −9,527 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 312K | US$112M | −7,627 | Jun 30, 2026 |
| Amphenol Corporation | 493K | US$86.9M | −6,428 | Jun 30, 2026 |
| Amazon.com, Inc. | 343K | US$81.8M | −5,054 | Jun 30, 2026 |
| Mastercard Incorporated | 116K | US$59.6M | −2,498 | Jun 30, 2026 |
| Meta Platforms, Inc. | 106K | US$59.6M | −1,505 | Jun 30, 2026 |
| Rtx Corporation | 295K | US$55.9M | −7,598 | Jun 30, 2026 |
| Intercontinental Exchange Inc. | 335K | US$41.3M | −4,863 | Jun 30, 2026 |
| American Tower Corporation (reit) | 212K | US$34.6M | −4,297 | Jun 30, 2026 |
| Xylem Inc. | 278K | US$32.9M | −8,885 | Jun 30, 2026 |