THOROUGHBRED FINANCIAL SERVICES, LLC
CIK 1091370
13F filing for Q2 2026・No. 1,594
- Holdings
- US$2.08B
- Quarter change
- +US$409.32M
- Entries
- 624
- Net bought (estimate)
- +US$90.51M
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 70
- Sold out 20
- Cut 199
- Added 282
- Corporate actions 4
- Unchanged 73
Largest holdings
624 stocks worth US$2.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaStock | Added | 515,426 | US$103.13M | 4.95% |
| AAPLAppleStock | Added | 308,911 | US$89.39M | 4.29% |
| MUMicronStock | Added | 59,834 | US$69.07M | 3.31% |
| TSMTSMC ADRADR | Added | 98,182 | US$46.89M | 2.25% |
| INVESCO NASDAQ 100 ETFETF | Added | 146,078 | US$43.96M | 2.11% |
| AMZNAmazonStock | Added | 173,842 | US$41.43M | 1.99% |
| MSFTMicrosoftStock | Added | 109,556 | US$40.87M | 1.96% |
| INVESCO S&P 500 MOMENTUM ETFETF | Added | 251,472 | US$40.62M | 1.95% |
| AVGOBroadcomStock | Added | 106,075 | US$40.07M | 1.92% |
| QQQInvesco QQQETF | Cut | 46,703 | US$34.39M | 1.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.