Chescapmanager
$770M 13F equity value
21 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Chescapmanager 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 |
|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 372,000 | $125M | 16.2% |
| MSFT | MICROSOFT CORP | 310,892 | $116M | 15.1% |
| GOOGL | ALPHABET INC | 190,500 | $68M | 8.8% |
| USFD | US FOODS HLDG CORP | 528,457 | $54M | 7.0% |
| CCJ | CAMECO CORP | 443,656 | $45M | 5.9% |
| FTI | TECHNIPFMC PLC | 536,158 | $36M | 4.6% |
| NVDA | NVIDIA CORPORATION | 177,585 | $36M | 4.6% |
| C | CITIGROUP INC | 236,076 | $33M | 4.3% |
| GPGI | GPGI INC | 1,927,200 | $31M | 4.0% |
| MIR | MIRION TECHNOLOGIES INC | 1,659,137 | $30M | 3.9% |
Track Chescapmanager's 13F portfolio: $770M in reported holdings, 21 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}