§ 13F · FUND PROFILE
Williamson Legacy Group, LLC.
AUM · $201M (13F)Positions · 75Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M 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 | SNDK | SANDISK CORP | 6K | $13M | 6.4% | −40% |
| 2 | WDC | WESTERN DIGITAL CORP | 15K | $9M | 4.7% | −26% |
| 3 | STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 10K | $9M | 4.6% | −20% |
| 4 | MU | MICRON TECHNOLOGY INC | 8K | $9M | 4.3% | +14% |
| 5 | CIEN | CIENA CORP | 17K | $8M | 4.1% | ±0% |
| 6 | LITE | LUMENTUM HOLDINGS INC INC | 9K | $8M | 4.0% | −17% |
| 7 | BE | BLOOM ENERGY CORP CLASS A | 21K | $6M | 3.1% | +9% |
| 8 | GLW | CORNING INC | 21K | $5M | 2.7% | +29% |
| 9 | LRCX | LAM RESH CORP NEW | 12K | $5M | 2.6% | +39% |
| 10 | DOCN | DIGITALOCEAN HOLDINGS INC | 32K | $5M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAMSON SIGNAL
AC read
Williamson Legacy Group, LLC is a Other fund managing $201 million in assets. The fund runs a portfolio of 75 positions.
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