Henshaw Capital
$3.1B 13F equity value
170 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Henshaw 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 |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,034,047 | $207M | 6.7% |
| AAPL | APPLE INC | 631,639 | $183M | 5.9% |
| LLY | ELI LILLY & CO | 117,176 | $141M | 4.6% |
| AMAT | APPLIED MATLS INC | 171,300 | $124M | 4.0% |
| JPM | JPMORGAN CHASE & CO | 332,564 | $109M | 3.5% |
| GOOGL | ALPHABET INC | 280,000 | $100M | 3.3% |
| GOOG | ALPHABET INC | 280,740 | $99M | 3.2% |
| GE | GE AEROSPACE | 248,000 | $93M | 3.0% |
| EUSA | ISHARES INC | 772,000 | $88M | 2.9% |
| PANW | PALO ALTO NETWORKS INC | 237,620 | $81M | 2.6% |
Track Henshaw Capital's 13F portfolio: $3.1B in reported holdings, 170 positions. Top holdings and quarterly changes on SentiSense.
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