Chapin Davis
$569M 13F equity value
285 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Chapin Davis 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 |
|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | 44,160 | $28M | 5.0% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 26,495 | $26M | 4.5% |
| AAPL | APPLE INC | 77,536 | $22M | 3.9% |
| SNDK | SANDISK CORP | 9,293 | $21M | 3.7% |
| MU | MICRON TECHNOLOGY INC | 17,943 | $21M | 3.6% |
| LRCX | LAM RESEARCH CORP | 43,099 | $19M | 3.3% |
| KLAC | KLA CORP | 59,296 | $18M | 3.1% |
| VICR | VICOR CORP | 44,200 | $17M | 3.0% |
| FLEX | FLEX LTD | 97,607 | $16M | 2.8% |
| DDOG | DATADOG INC | 58,115 | $15M | 2.7% |
Track Chapin Davis's 13F portfolio: $569M in reported holdings, 285 positions. Top holdings and quarterly changes on SentiSense.
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