Cable Car Capital
$2.2B 13F equity value
221 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cable Car Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 332,200 | $383M | 17.5% |
| NVDA | NVIDIA CORPORATION | 1,658,500 | $332M | 15.1% |
| MSFT | MICROSOFT CORP | 639,000 | $238M | 10.9% |
| TSLA | TESLA INC | 519,500 | $219M | 10.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 227,600 | $109M | 5.0% |
| AMZN | AMAZON COM INC | 450,000 | $107M | 4.9% |
| NKE | NIKE INC | 2,314,200 | $95M | 4.3% |
| AVGO | BROADCOM INC | 170,600 | $64M | 2.9% |
| PLTR | PALANTIR TECHNOLOGIES INC | 500,000 | $58M | 2.7% |
| GDX | VANECK ETF TRUST | 688,700 | $52M | 2.4% |
Track Cable Car Capital's 13F portfolio: $2.2B in reported holdings, 221 positions. Top holdings and quarterly changes on SentiSense.
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