Holdings
TFR Capital, LLC.
As of Jun 30, 2026, TFR Capital, LLC. reported 108 positions worth US$249M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 108K | US$21.5M | −3,724 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 53,680 | US$19.2M | −2,724 | Jun 30, 2026 |
| Apple Inc | 61,059 | US$17.7M | +1,618 | Jun 30, 2026 |
| Microsoft Corp. | 42,258 | US$15.8M | +2,048 | Jun 30, 2026 |
| Amazon.com, Inc. | 42,379 | US$10.1M | −1,498 | Jun 30, 2026 |
| Broadcom Inc. | 23,248 | US$8.78M | −1,105 | Jun 30, 2026 |
| Applied Digital Corporation | 233K | US$8.71M | −140K | Jun 30, 2026 |
| Ge Vernova Inc. | 5,306 | US$6.23M | +46 | Jun 30, 2026 |
| Eli Lilly And Company | 4,709 | US$5.65M | −877 | Jun 30, 2026 |
| Meta Platforms, Inc. | 9,665 | US$5.44M | −322 | Jun 30, 2026 |