Holdings
JM2 Capital Inc.
As of Sep 30, 2026, JM2 Capital Inc. reported 66 positions worth US$103M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 48,995 | US$11.2M | −104 | Sep 30, 2026 |
| Apple Inc | 31,097 | US$10.4M | −479 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 29,123 | US$10M | +56 | Sep 30, 2026 |
| Micron Technology, Inc. | 5,963 | US$6.35M | +69 | Sep 30, 2026 |
| Microsoft Corp. | 11,960 | US$6.13M | −130 | Sep 30, 2026 |
| Meta Platforms, Inc. | 6,275 | US$4.55M | +12 | Sep 30, 2026 |
| Amazon.com, Inc. | 17,040 | US$4.25M | +114 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 6,729 | US$4.12M | +62 | Sep 30, 2026 |
| Broadcom Inc. | 9,355 | US$3.29M | +27 | Sep 30, 2026 |
| Visa Inc. | 7,644 | US$2.75M | −5 | Sep 30, 2026 |