§ 13F · FUND PROFILE
Elefante Mark B.
AUM · $232M (13F)Positions · 186Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES | 15K | $9M | 3.8% | +8% |
| 2 | GOOGL | ALPHABET INC CL A | 23K | $8M | 3.6% | +5% |
| 3 | AMD | ADVANCED MICRO DEVICES | 13K | $7M | 3.1% | — |
| 4 | NVDA | NVIDIA CORP | 35K | $7M | 3.0% | +22% |
| 5 | AAPL | APPLE | 22K | $6M | 2.8% | +11% |
| 6 | GOOGL | ALPHABET INC CL A | 17K | $6M | 2.7% | — |
| 7 | NVDA | NVIDIA CORP | 29K | $6M | 2.5% | — |
| 8 | ADI | ANALOG DEVICES | 14K | $6M | 2.5% | −4% |
| 9 | AMAT | APPLIED MATERIAL | 7K | $5M | 2.3% | +2% |
| 10 | AAPL | APPLE | 18K | $5M | 2.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEFANTE SIGNAL
AC read
Elefante Mark B is a Other fund managing $232 million in assets. The fund runs a portfolio of 186 positions.
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