Holdings

Thayer Partners, LLC / MA

As of Jun 30, 2026, Thayer Partners, LLC / MA reported 43 positions worth US$44.4M. Largest: Apple Inc, Johnson & Johnson and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc24,044US$6.96M+584Jun 30, 2026
Johnson & Johnson19,408US$4.93M+53Jun 30, 2026
Nvidia Corporation14,925US$2.99M−94Jun 30, 2026
Ge Aerospace7,672US$2.87M+349Jun 30, 2026
Amazon.com, Inc.10,725US$2.56M+559Jun 30, 2026
Ge Vernova Inc.2,019US$2.37M+63Jun 30, 2026
Goldman Sachs Group, Inc. (the)1,829US$1.85M+14Jun 30, 2026
Cisco Systems, Inc.14,236US$1.67M+5,400Jun 30, 2026
Caterpillar, Inc.1,475US$1.57M−121Jun 30, 2026
Alphabet Inc (google) Class C4,050US$1.45M+441Jun 30, 2026