§ 13F · FUND PROFILE
Oak Grove Capital LLC.
AUM · $2.1B (13F)Positions · 337Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$82M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 265K | $306M | 14.5% | −34% |
| 2 | NVDA | NVIDIA CORPORATION | 840K | $168M | 8.0% | −4% |
| 3 | NBIS | NEBIUS GROUP N.V. | 282K | $78M | 3.7% | −10% |
| 4 | MU | MICRON TECHNOLOGY INC | 58K | $67M | 3.2% | — |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 114K | $66M | 3.2% | −32% |
| 6 | COHR | COHERENT CORP | 129K | $51M | 2.4% | −14% |
| 7 | MU | MICRON TECHNOLOGY INC | 41K | $47M | 2.3% | — |
| 8 | MU | MICRON TECHNOLOGY INC | 40K | $46M | 2.2% | — |
| 9 | VST | VISTRA CORP | 199K | $32M | 1.5% | +200% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 41K | $31M | 1.5% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
Oak Grove Capital LLC is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 337 positions.
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