§ 13F · FUND PROFILE
Vann Equity Management LLC.
AUM · $165M (13F)Positions · 168Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 63K | $13M | 7.6% | −1% |
| 2 | GOOGL | ALPHABET INC | 22K | $8M | 4.8% | −2% |
| 3 | AAPL | APPLE INC | 26K | $8M | 4.6% | −2% |
| 4 | MSFT | MICROSOFT CORP | 18K | $7M | 4.0% | −1% |
| 5 | AMZN | AMAZON COM INC | 24K | $6M | 3.5% | −1% |
| 6 | AVGO | BROADCOM INC | 13K | $5M | 3.1% | −9% |
| 7 | LLY | ELI LILLY & CO | 3K | $3M | 2.0% | +36% |
| 8 | MU | MICRON TECHNOLOGY INC | 3K | $3M | 1.9% | +8% |
| 9 | META | META PLATFORMS INC | 5K | $3M | 1.8% | −21% |
| 10 | PANW | PALO ALTO NETWORKS INC | 8K | $3M | 1.8% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VANN SIGNAL
AC read
Vann Equity Management LLC is a institutional fund managing $165 million in assets. The fund runs a portfolio of 168 positions.
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