Holdings
Mainstay Capital Management LLC
As of Jun 30, 2026, Mainstay Capital Management LLC reported 72 positions worth US$124M. Largest: Lam Research Corporation, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 19,851 | US$8.6M | −10,745 | Jun 30, 2026 |
| Nvidia Corporation | 37,909 | US$7.59M | +2,155 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 16,329 | US$5.84M | −4,356 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,152 | US$4.42M | −248 | Jun 30, 2026 |
| Exxon Mobil Corporation | 31,500 | US$4.31M | +598 | Jun 30, 2026 |
| Southern Company (the) | 42,960 | US$4.11M | +758 | Jun 30, 2026 |
| Cisco Systems, Inc. | 34,028 | US$4M | −862 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 11,642 | US$3.81M | +36 | Jun 30, 2026 |
| Apple Inc | 12,413 | US$3.59M | +287 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,386 | US$3.53M | +6,138 | Jun 30, 2026 |