Holdings
Shepherd Street Advisors LLC
As of Jun 30, 2026, Shepherd Street Advisors LLC reported 54 positions worth US$78.3M. Largest: Nvidia Corporation, Applied Materials, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 38,912 | US$8.27M | −2,125 | Jun 30, 2026 |
| Applied Materials, Inc. | 8,550 | US$4.95M | −428 | Jun 30, 2026 |
| Apple Inc | 14,339 | US$4.7M | −48 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,036 | US$4.11M | −355 | Jun 30, 2026 |
| Amazon.com, Inc. | 14,780 | US$3.77M | −322 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,368 | US$3.09M | −426 | Jun 30, 2026 |
| Wells Fargo & Company | 32,433 | US$2.84M | +3,973 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,815 | US$2.36M | no change | Jun 30, 2026 |
| Microsoft Corp. | 5,899 | US$2.33M | −175 | Jun 30, 2026 |
| Meta Platforms, Inc. | 3,208 | US$2.19M | −122 | Jun 30, 2026 |