§ 13F · FUND PROFILE
Left Brain Wealth Management, LLC.
AUM · $332M (13F)Positions · 99Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 148K | $30M | 9.0% | +1% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 46K | $22M | 6.6% | ±0% |
| 3 | MU | MICRON TECHNOLOGY INC | 13K | $15M | 4.4% | +76% |
| 4 | AMAT | APPLIED MATLS INC | 18K | $13M | 3.9% | +132% |
| 5 | ANET | ARISTA NETWORKS INC | 72K | $12M | 3.7% | −2% |
| 6 | GE | GE AEROSPACE | 28K | $11M | 3.2% | −1% |
| 7 | MPWR | MONOLITHIC PWR SYS INC | 7K | $10M | 3.1% | +152% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 18K | $10M | 3.1% | +1096% |
| 9 | META | META PLATFORMS INC | 18K | $10M | 3.0% | −11% |
| 10 | DELL | DELL TECHNOLOGIES INC | 23K | $10M | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEFT SIGNAL
AC read
Left Brain Wealth Management, LLC is a Other fund managing $332 million in assets. The fund runs a portfolio of 99 positions.
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