§ 13F · FUND PROFILE
Merrion Investment Management Co, LLC.
AUM · $211M (13F)Positions · 106Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 44K | $16M | 7.4% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 65K | $13M | 6.1% | ±0% |
| 3 | AAPL | APPLE INC | 38K | $11M | 5.2% | ±0% |
| 4 | GLW | CORNING INC | 41K | $11M | 5.0% | ±0% |
| 5 | CCJ | CAMECO CORP | 81K | $8M | 3.9% | ±0% |
| 6 | GSAT | GLOBALSTAR INC | 95K | $8M | 3.7% | +118% |
| 7 | VRT | VERTIV HOLDINGS CO | 23K | $8M | 3.6% | ±0% |
| 8 | JEF | JEFFERIES FINANCIAL GROUP IN | 148K | $7M | 3.5% | −26% |
| 9 | SATS | ECHOSTAR CORP | 67K | $7M | 3.2% | ±0% |
| 10 | GEV | GE VERNOVA INC | 5K | $6M | 3.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERRION SIGNAL
AC read
Merrion Investment Management Co, LLC is a Other fund managing $211 million in assets. The fund runs a portfolio of 106 positions.
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