Holdings

Tlwm

As of Sep 30, 2026, Tlwm reported 37 positions worth US$66.3M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation24,272US$5.54M+90Sep 30, 2026
Apple Inc15,730US$5.24M+268Sep 30, 2026
Alphabet Inc (google) Class C10,164US$3.49M−204Sep 30, 2026
Microsoft Corp.6,378US$3.27M+25Sep 30, 2026
Amazon.com, Inc.13,085US$3.26M−342Sep 30, 2026
Meta Platforms, Inc.4,211US$3.05M−106Sep 30, 2026
Tesla, Inc.8,064US$2.86M−55Sep 30, 2026
Twilio Inc.9,660US$2.83M−24Sep 30, 2026
Walmart Inc.22,805US$2.37M+371Sep 30, 2026
Morgan Stanley11,932US$2.24M−8Sep 30, 2026