Holdings
Tax-Managed Growth Portfolio
As of Jun 30, 2026, Tax-Managed Growth Portfolio reported 104 positions worth US$6.98B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 3.18M | US$637M | +65,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.62M | US$578M | −76,164 | Jun 30, 2026 |
| Amazon.com, Inc. | 1.6M | US$380M | no change | Jun 30, 2026 |
| Apple Inc | 1.17M | US$340M | no change | Jun 30, 2026 |
| Microsoft Corp. | 664K | US$248M | −345K | Jun 30, 2026 |
| Meta Platforms, Inc. | 423K | US$238M | −4,500 | Jun 30, 2026 |
| Broadcom Inc. | 615K | US$232M | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 320K | US$186M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 346K | US$173M | −849 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 515K | US$168M | no change | Jun 30, 2026 |