Holdings
Kieckhefer Group LLC
As of Sep 30, 2026, Kieckhefer Group LLC reported 50 positions worth US$215M. Largest: Nvidia Corporation, Palantir Technologies Inc. and Dell Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 480K | US$110M | −768 | Sep 30, 2026 |
| Palantir Technologies Inc. | 149K | US$27.8M | −500 | Sep 30, 2026 |
| Dell Technologies Inc. | 26,580 | US$14.3M | −5,059 | Sep 30, 2026 |
| Vertiv Holdings, Llc | 28,609 | US$6.9M | +180 | Sep 30, 2026 |
| Bwx Technologies, Inc. | 41,986 | US$5.75M | +2,568 | Sep 30, 2026 |
| Credo Technology Group Holding Ltd | 27,780 | US$5.41M | +11,823 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 13,125 | US$4.47M | +12,262 | Sep 30, 2026 |
| Lumentum Holdings Inc. | 3,191 | US$3.1M | +25 | Sep 30, 2026 |
| Netflix, Inc. | 42,550 | US$2.96M | −16,500 | Sep 30, 2026 |
| Western Digital Corporation | 6,100 | US$2.77M | +100 | Sep 30, 2026 |