§ 13F · FUND PROFILE
Main Street Research LLC.
AUM · $2.1B (13F)Positions · 140Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 630K | $126M | 6.0% | +1% |
| 2 | MU | MICRON TECHNOLOGY INC | 109K | $125M | 5.9% | ±0% |
| 3 | AAPL | APPLE INC | 406K | $118M | 5.5% | +1% |
| 4 | GOOGL | ALPHABET INC | 317K | $113M | 5.3% | +2% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 228K | $109M | 5.1% | +2% |
| 6 | GLW | CORNING INC | 394K | $101M | 4.8% | +2% |
| 7 | XBI | SPDR SERIES TRUST | 577K | $91M | 4.3% | +2% |
| 8 | ISCF | ISHARES TR | 2.03M | $88M | 4.1% | +4% |
| 9 | ASML | ASML HLDG NV | 42K | $84M | 4.0% | +2% |
| 10 | AVGO | BROADCOM INC | 214K | $81M | 3.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAIN SIGNAL
AC read
Main Street Research LLC is a Other fund managing $2.1 billion in assets. The fund runs a portfolio of 140 positions.
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