Holdings
Lhm, Inc.
As of Jun 30, 2026, Lhm, Inc. reported 18 positions worth US$119M. Largest: Marvell Technology, Inc., Take-two Interactive Software, Inc. and Xpel, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Marvell Technology, Inc. | 44,680 | US$13.3M | −55,177 | Jun 30, 2026 |
| Take-two Interactive Software, Inc. | 45,385 | US$11.3M | −3,363 | Jun 30, 2026 |
| Xpel, Inc. | 203K | US$10.1M | +12,346 | Jun 30, 2026 |
| Ipg Photonics Corporation | 85,699 | US$10.1M | +16,043 | Jun 30, 2026 |
| Texas Instruments Incorporated | 30,665 | US$9.14M | +366 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,522 | US$9.12M | +2,892 | Jun 30, 2026 |
| Microchip Technology Incorporated | 91,665 | US$8.36M | −16,650 | Jun 30, 2026 |
| Amazon.com, Inc. | 27,692 | US$6.6M | +885 | Jun 30, 2026 |
| Universal Display Corporation | 74,552 | US$6.46M | no change | Jun 30, 2026 |
| Astera Labs, Inc. | 13,274 | US$6.41M | new | Jun 30, 2026 |