Holdings
Sitrin Capital Management LLC
As of Jun 30, 2026, Sitrin Capital Management LLC reported 37 positions worth US$217M. Largest: Apple Inc, Lam Research Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 44,998 | US$13M | −358 | Jun 30, 2026 |
| Lam Research Corporation | 27,012 | US$11.7M | −17,520 | Jun 30, 2026 |
| Nvidia Corporation | 51,629 | US$10.3M | −869 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 36,705 | US$9.38M | −520 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,960 | US$9.28M | −7,009 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 26,811 | US$9.14M | −11,081 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 26,388 | US$8.64M | −429 | Jun 30, 2026 |
| Walmart Inc. | 70,557 | US$7.99M | −872 | Jun 30, 2026 |
| Amazon.com, Inc. | 31,289 | US$7.46M | −292 | Jun 30, 2026 |
| Eli Lilly And Company | 5,944 | US$7.13M | −75 | Jun 30, 2026 |