BIRINYI ASSOCIATES INC
CIK 1079738
13F filing for Q2 2026・No. 3,939
- Holdings
- US$490.92M
- Quarter change
- +US$54.46M
- Entries
- 61
- Net bought (estimate)
- −US$3.7M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 19
- Added 17
- Corporate actions 0
- Unchanged 22
Largest holdings
61 stocks worth US$422.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCommon Stock | Cut | 326,510 | US$94.48M | 22.35% |
| GOOGLAlphabetCommon Stock | Cut | 140,836 | US$50.33M | 11.91% |
| SPYState Street SPDR S&P 500 ETF TrustETP | Cut | 49,346 | US$36.85M | 8.72% |
| AMZNAmazonCommon Stock | Added | 139,634 | US$33.28M | 7.87% |
| MAMastercard IncCommon Stock | Cut | 43,236 | US$22.21M | 5.25% |
| NVDANvidiaCommon Stock | Cut | 99,940 | US$20M | 4.73% |
| CCitigroup IncCommon Stock | Cut | 102,401 | US$14.33M | 3.39% |
| MSFTMicrosoftCommon Stock | Added | 36,320 | US$13.55M | 3.20% |
| GSGoldman Sachs Group Inc/TheCommon Stock | Added | 11,894 | US$12.03M | 2.85% |
| BKNGBooking Holdings IncCommon Stock | UnchangedSplit 25:1 | 61,500 | US$10.96M | 2.59% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.