Holdings
KCM Capital Inc
As of Jun 30, 2026, KCM Capital Inc reported 28 positions worth US$599M. Largest: Sandisk Corporation, Micron Technology, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 35,000 | US$79.6M | −95,000 | Jun 30, 2026 |
| Micron Technology, Inc. | 60,000 | US$69.3M | −90,000 | Jun 30, 2026 |
| Nvidia Corporation | 300K | US$60M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 40,000 | US$48M | no change | Jun 30, 2026 |
| Geo Group Inc (the) Reit | 1.5M | US$44.3M | −495K | Jun 30, 2026 |
| Amazon.com, Inc. | 155K | US$36.9M | no change | Jun 30, 2026 |
| Carnival Plc | 1.1M | US$31.4M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 74,152 | US$26.5M | +14,298 | Jun 30, 2026 |
| Meta Platforms, Inc. | 40,000 | US$22.5M | +1,000 | Jun 30, 2026 |
| Ceribell, Inc. | 1.13M | US$21.9M | −275K | Jun 30, 2026 |