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CIK: 0002111655
Total reported value
$218.6M
$218.6M
4 檔
121.8%
According to the latest 13F quarterly dataset, Mishpacha Holdings CORP managed an equity portfolio of $218.6M at the end of Q2 2026, spanning 4 distinct U.S. exchange-listed positions.
In Q2 2026, Mishpacha Holdings CORP displayed an active expansion posture, initiating 2 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | Stock-Tech | 54.82% | +12.16% | -6.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 29.50% | -29.50% | EXIT | |
| 3 | ✓ | Stock-Other | 11.76% | +13.97% | — | ||
| 4 | SNDK | Sandisk CORP | Stock-Tech | 3.92% | +3.37% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +17.7% | -6.47% | Trim |
| 2 | ✓ | +11.8% | NEW | New buy | |
| 3 | SNDK | Sandisk CORP | +3.9% | NEW | New buy |
| 4 | EWY | Ishares Msci South Korea ETF | -11.9% | EXIT | Sold out |
| 5 | NVDA | Nvidia CORP | -21.5% | +18.65% | Add |
According to official SEC Form 13F filings, Mishpacha Holdings CORP reported a total U.S. public equity portfolio value of $218.6M across 4 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including MU, NVDA, ) accounted for 121.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $31.3M
Top Position Liquidated / Trimmed
EWY
前期市值: $14.7M
During Q2 2026, Mishpacha Holdings CORP's top holdings by market value included MU (54.8%)、NVDA (29.5%)、 (11.8%). The largest single position, MU, represented 54.8% of total portfolio value.
In Q2 2026, Mishpacha Holdings CORP made 5 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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