Holdings
Locust Wood Capital Advisers, LLC
As of Jun 30, 2026, Locust Wood Capital Advisers, LLC reported 25 positions worth US$3.64B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 706K | US$337M | −46,093 | Jun 30, 2026 |
| Amazon.com, Inc. | 1.25M | US$299M | −360K | Jun 30, 2026 |
| Nvidia Corporation | 1.33M | US$267M | +156K | Jun 30, 2026 |
| Gpgi, Inc. | 14.9M | US$236M | +1.12M | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 653K | US$233M | +131K | Jun 30, 2026 |
| Microsoft Corp. | 595K | US$222M | +69,223 | Jun 30, 2026 |
| Visa Inc. | 644K | US$221M | +104K | Jun 30, 2026 |
| S&p Global Inc. | 458K | US$187M | +82,259 | Jun 30, 2026 |
| Element Solutions Inc. | 3.53M | US$169M | −884K | Jun 30, 2026 |
| Meta Platforms, Inc. | 285K | US$161M | −18,389 | Jun 30, 2026 |