Holdings
Midway Capital Research & Management
As of Sep 30, 2026, Midway Capital Research & Management reported 48 positions worth US$117M. Largest: Applied Materials, Inc., Apple Inc and Amphenol Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 27,083 | US$13.8M | −396 | Sep 30, 2026 |
| Apple Inc | 26,933 | US$8.97M | +908 | Sep 30, 2026 |
| Amphenol Corporation | 76,694 | US$6.47M | +38,304 | Sep 30, 2026 |
| Mastercard Incorporated | 10,420 | US$5.75M | +9 | Sep 30, 2026 |
| Jones Lang Lasalle Incorporated | 17,829 | US$5.45M | no change | Sep 30, 2026 |
| East West Bancorp, Inc. | 39,346 | US$4.88M | no change | Sep 30, 2026 |
| Analog Devices, Inc. | 12,112 | US$4.8M | −100 | Sep 30, 2026 |
| Brookfield Corporation | 119K | US$4.34M | +1,069 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 11,517 | US$3.96M | +183 | Sep 30, 2026 |
| Stryker Corporation | 12,175 | US$3.35M | +699 | Sep 30, 2026 |