AiSiWhale

AI & tech investing

DSG Capital Advisors, LLC

CIK 2060765

13F filing for Q2 2026・No. 3,199

Holdings
US$704.16M
Quarter change
+US$78.87M
Entries
118
Net bought (estimate)
−US$4.33M

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 5
  • Sold out 10
  • Cut 57
  • Added 34
  • Corporate actions 2
  • Unchanged 22

Largest holdings

118 stocks worth US$704.16M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$54.66M7.76%
AVGOBroadcomCOMCutUS$40.35M5.73%
LLYELI LILLY & COCOMCutUS$38.62M5.48%
GOOGLAlphabetCAP STK CL ACutUS$38.16M5.42%
MSFTMicrosoftCOMAddedUS$32.39M4.60%
NVDANvidiaCOMAddedUS$26.51M3.76%
UNHUNITEDHEALTH GROUP INCCOMCutUS$26.36M3.74%
GSGOLDMAN SACHS GROUP INCCOMCutUS$25.18M3.58%
JPMJPMORGAN CHASE & COCOMCutUS$24.4M3.47%
TSMTSMC ADRSPONSORED ADSAddedUS$22.9M3.25%

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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.