Holdings
New Capital Management LP
As of Jun 30, 2026, New Capital Management LP reported 23 positions worth US$110M. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 107K | US$53.6M | −42 | Jun 30, 2026 |
| Apple Inc | 77,278 | US$22.4M | −115 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,802 | US$7.43M | −172 | Jun 30, 2026 |
| Pepsico, Inc. | 52,772 | US$7.15M | no change | Jun 30, 2026 |
| Nvidia Corporation | 28,473 | US$5.7M | +26 | Jun 30, 2026 |
| Microsoft Corp. | 8,369 | US$3.12M | +29 | Jun 30, 2026 |
| Yum! Brands, Inc. | 8,662 | US$1.38M | no change | Jun 30, 2026 |
| Kimco Realty Corporation (hc) | 43,254 | US$1.1M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,523 | US$1.08M | +97 | Jun 30, 2026 |
| Mastercard Incorporated | 1,875 | US$963K | +20 | Jun 30, 2026 |