Holdings
Lrz Capital LLC
As of Jun 30, 2026, Lrz Capital LLC reported 18 positions worth US$197M. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and S&p Global Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 89,216 | US$21.3M | −11,774 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,978 | US$18.1M | −5,012 | Jun 30, 2026 |
| S&p Global Inc. | 39,383 | US$16M | −5,197 | Jun 30, 2026 |
| Microsoft Corp. | 38,110 | US$14.2M | −12,395 | Jun 30, 2026 |
| Nvidia Corporation | 65,581 | US$13.1M | new | Jun 30, 2026 |
| Uber Technologies, Inc. | 177K | US$12.8M | −23,387 | Jun 30, 2026 |
| Visa Inc. | 34,652 | US$11.9M | −4,573 | Jun 30, 2026 |
| Canadian Pacific Kansas City Limited | 131K | US$11.3M | −17,255 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 39,710 | US$11.2M | −5,240 | Jun 30, 2026 |
| Mastercard Incorporated | 21,234 | US$10.9M | −17,435 | Jun 30, 2026 |