§ 13F · FUND PROFILE
NWK Group, Inc..
AUM · $324M (13F)Positions · 71Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 132K | $27M | 8.2% | ±0% |
| 2 | GOOGL | ALPHABET INC | 71K | $25M | 7.8% | ±0% |
| 3 | LLY | ELI LILLY & CO | 15K | $18M | 5.6% | ±0% |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 58K | $17M | 5.3% | ±0% |
| 5 | AAPL | APPLE INC | 58K | $17M | 5.1% | ±0% |
| 6 | GEV | GE VERNOVA INC | 13K | $16M | 4.9% | ±0% |
| 7 | AMZN | AMAZON COM INC | 65K | $16M | 4.8% | ±0% |
| 8 | TSLA | TESLA INC | 35K | $15M | 4.6% | +1% |
| 9 | AVGO | BROADCOM INC | 38K | $15M | 4.5% | ±0% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 15K | $14M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NWK SIGNAL
AC read
NWK Group, Inc. is a Other fund managing $324 million in assets. The fund runs a portfolio of 71 positions.
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