AiSiWhale

AI & tech investing

Douglas Lane & Associates, LLC

CIK 1672594

13F filing for Q2 2026・No. 708

Holdings
US$7.37B
Quarter change
+US$434.31M
Entries
250
Net bought (estimate)
−US$98.1M

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 16
  • Sold out 7
  • Cut 128
  • Added 92
  • Corporate actions 2
  • Unchanged 14

Largest holdings

250 stocks worth US$7.37B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMMONCutUS$301.12M4.09%
GOOGALPHABET INC CAP STK CL CCOMMONCutUS$271.17M3.68%
JPMJPMORGAN CHASE & COCOMMONCutUS$190.34M2.58%
JNJJOHNSON & JOHNSONCOMMONCutUS$168.55M2.29%
QCOMQUALCOMM INCCOMMONCutUS$155.36M2.11%
MSMORGAN STANLEY NEWCOMMONCutUS$152.88M2.07%
DALDELTA AIR LINES INC NEWCOMMONCutUS$143.93M1.95%
GEGE AEROSPACE NEWCOMMONCutUS$129.69M1.76%
MSFTMicrosoftCOMMONCutUS$127.7M1.73%
AMZNAmazonCOMMONAddedUS$126.67M1.72%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.