Holdings
Werlinich Asset Management, LLC
As of Sep 30, 2026, Werlinich Asset Management, LLC reported 55 positions worth US$255M. Largest: Nvidia Corporation, Advanced Micro Devices Inc and Dell Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 201K | US$45.8M | −4,950 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 38,805 | US$23.7M | −700 | Sep 30, 2026 |
| Dell Technologies Inc. | 22,292 | US$12M | −1 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 35,260 | US$11.7M | no change | Sep 30, 2026 |
| Micron Technology, Inc. | 10,585 | US$11.3M | −15 | Sep 30, 2026 |
| Corning Incorporated | 70,968 | US$10.9M | +88 | Sep 30, 2026 |
| Hubbell Inc | 23,184 | US$10.5M | no change | Sep 30, 2026 |
| Union Pacific Corporation | 37,040 | US$10.1M | +5 | Sep 30, 2026 |
| Lockheed Martin Corporation | 15,240 | US$7.76M | no change | Sep 30, 2026 |
| Microsoft Corp. | 14,635 | US$7.51M | +5 | Sep 30, 2026 |