Main Street Research LLC
CIK 1513211
13F filing for Q2 2026・No. 1,576
- Holdings
- US$2.12B
- Quarter change
- +US$399.96M
- Entries
- 140
- Net bought (estimate)
- −US$2.47M
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 13
- Sold out 21
- Cut 51
- Added 66
- Corporate actions 0
- Unchanged 10
Largest holdings
140 stocks worth US$2.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 630,053 | US$126.07M | 5.95% |
| MUMicronCOM | Cut | 108,636 | US$125.4M | 5.92% |
| AAPLAppleCOM | Added | 406,129 | US$117.52M | 5.55% |
| GOOGLAlphabetCAP STK CL A | Added | 316,947 | US$113.27M | 5.35% |
| TSMTSMC ADRSPONSORED ADS | Added | 228,429 | US$109.09M | 5.15% |
| GLWCORNING INCCOM | Added | 394,058 | US$100.65M | 4.75% |
| XBISPDR SERIES TRUSTST STR SP BIOT | Added | 576,754 | US$91.27M | 4.31% |
| ISHARES TRINTERNATIONAL SL | Added | 2,027,356 | US$87.76M | 4.14% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Added | 42,396 | US$84.34M | 3.98% |
| AVGOBroadcomCOM | Added | 213,841 | US$80.78M | 3.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.