AiSiWhale

AI & tech investing

TRANSCEND CAPITAL ADVISORS, LLC

CIK 1776082

13F filing for Q2 2026・No. 2,023

Holdings
US$1.48B
Quarter change
+US$232.01M
Entries
818
Net bought (estimate)
+US$97.39M

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 148
  • Sold out 52
  • Cut 250
  • Added 381
  • Corporate actions 4
  • Unchanged 35

Largest holdings

814 stocks worth US$1.48B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleStockAddedUS$121.57M8.23%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStockAddedUS$46.06M3.12%
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETFAddedUS$36.37M2.46%
MSFTMicrosoftStockAddedUS$34.44M2.33%
MRKMERCK & CO INC COMStockAddedUS$33.73M2.28%
NVDANvidiaStockAddedUS$28.74M1.95%
QQQInvesco QQQETFAddedUS$26.73M1.81%
AMZNAmazonStockAddedUS$25.24M1.71%
GOOGLAlphabetStockCutUS$19.16M1.30%
VANGUARD HIGH DIVIDEND YIELD INDEX ETFETFCutUS$18.04M1.22%

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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.