Holdings
South Street Advisors LLC
As of Jun 30, 2026, South Street Advisors LLC reported 79 positions worth US$762M. Largest: Nvidia Corporation, Amphenol Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 334K | US$66.8M | −4,064 | Jun 30, 2026 |
| Amphenol Corporation | 263K | US$46.3M | −4,516 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 123K | US$44M | +1,482 | Jun 30, 2026 |
| Quanta Services, Inc. | 51,907 | US$37.4M | −7,408 | Jun 30, 2026 |
| Apple Inc | 120K | US$34.6M | −5,003 | Jun 30, 2026 |
| Onto Innovation Inc. | 88,920 | US$33.7M | −2,419 | Jun 30, 2026 |
| Eli Lilly And Company | 27,161 | US$32.6M | −773 | Jun 30, 2026 |
| Micron Technology, Inc. | 28,078 | US$32.4M | new | Jun 30, 2026 |
| Howmet Aerospace Inc. | 111K | US$29.9M | −7,341 | Jun 30, 2026 |
| Us Foods Holding Corp. | 267K | US$27.3M | −2,355 | Jun 30, 2026 |