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§ 13F · FUND PROFILE

J. Stern & Co. LLP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · (13F)Positions · 86Turnover · · Q4Filed · Feb 24, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$2346.7T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 24, 2026
#TickerNameShares$ value% portΔ Q4
1NVDANvidia125.76M$125.8T5.4%NEW
2NVDANvidia125.76M$125.8T5.4%NEW
3GOOGAlphabet Class C112.09M$112.1T4.8%NEW
4GOOGAlphabet Class C112.09M$112.1T4.8%NEW
5AMZNAmazon87.98M$88.0T3.7%NEW
6AMZNAmazon87.98M$88.0T3.7%NEW
7APHAmphenol76.77M$76.8T3.3%NEW
8APHAmphenol76.77M$76.8T3.3%NEW
9MAMastercard72.60M$72.6T3.1%NEW
10MAMastercard72.60M$72.6T3.1%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE J. SIGNAL

AC read

J. Stern & Co. LLP is classified as a Other fund.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
J. Stern & Co. LLP 13F Holdings & Portfolio Analysis | Acid Capitalist