Chescapmanager
$1.1B Assets Reported
21 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1,019,500 | $212M | 19.2% |
| NVDA | NVIDIA CORPORATION | 1,072,585 | $187M | 16.9% |
| VRT | VERTIV HOLDINGS CO | 622,000 | $156M | 14.1% |
| GOOGL | ALPHABET INC | 490,500 | $141M | 12.8% |
| USFD | US FOODS HLDG CORP | 528,457 | $49M | 4.4% |
| CCJ | CAMECO CORP | 443,656 | $48M | 4.4% |
| MSFT | MICROSOFT CORP | 110,892 | $41M | 3.7% |
| FTI | TECHNIPFMC PLC | 589,458 | $41M | 3.7% |
| C | CITIGROUP INC | 311,076 | $35M | 3.2% |
| MIR | MIRION TECHNOLOGIES INC | 1,689,137 | $31M | 2.8% |
Track Chescapmanager's 13F portfolio: $1.1B in reported holdings, 21 positions. Top holdings, AUM, and quarterly changes on SentiSense.