Oak Grove Capital LLC
CIK 1661762
13F filing for Q2 2026・No. 1,582
- Holdings
- US$2.1B
- Quarter change
- +US$923.11M
- Entries
- 337
- Net bought (estimate)
- +US$458.53M
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 22
- Sold out 7
- Cut 26
- Added 43
- Corporate actions 0
- Unchanged 6
Largest holdings
97 stocks worth US$1.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Added | 264,856 | US$305.72M | 22.46% |
| NVDANvidiaCOM | Added | 840,006 | US$168.08M | 12.35% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | Added | 281,948 | US$77.87M | 5.72% |
| AMDAMDCOM | Added | 114,122 | US$66.29M | 4.87% |
| COHRCOHERENT CORPCOM | Cut | 128,913 | US$50.85M | 3.74% |
| VSTVISTRA CORPCOM | Added | 199,110 | US$31.58M | 2.32% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Cut | 40,872 | US$31.19M | 2.29% |
| GOOGLAlphabetCAP STK CL A | Added | 87,241 | US$31.18M | 2.29% |
| BNBROOKFIELD CORPCL A LTD VT SH | Added | 725,859 | US$30.91M | 2.27% |
| INTERNATIONAL BUSINESS MACHSCOM | Added | 104,720 | US$29.45M | 2.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.