§ 13F · FUND PROFILE
CHAPIN DAVIS, INC..
AUM · $569M (13F)Positions · 256Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$72M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | 44K | $28M | 5.0% | −28% |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 26K | $26M | 4.5% | −24% |
| 3 | AAPL | APPLE INC | 78K | $22M | 3.9% | −13% |
| 4 | SNDK | SANDISK CORP | 9K | $21M | 3.7% | +2036% |
| 5 | MU | MICRON TECHNOLOGY INC | 18K | $21M | 3.6% | +737% |
| 6 | LRCX | LAM RESEARCH CORP | 43K | $19M | 3.3% | +9% |
| 7 | KLAC | KLA CORP | 59K | $18M | 3.1% | +943% |
| 8 | VICR | VICOR CORP | 44K | $17M | 3.0% | ±0% |
| 9 | FLEX | FLEX LTD | 98K | $16M | 2.8% | NEW |
| 10 | DDOG | DATADOG INC | 58K | $15M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHAPIN SIGNAL
AC read
CHAPIN DAVIS, INC. is a Other fund managing $569 million in assets. The fund runs a broad portfolio of 256 positions.
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