Locust Wood Capital Advisers
$4.1B 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Locust Wood Capital Advisers 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 |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 705,818 | $337M | 8.2% |
| AMZN | AMAZON COM INC | 1,253,618 | $299M | 7.2% |
| NVDA | NVIDIA CORPORATION | 1,332,863 | $267M | 6.5% |
| GPGI | GPGI INC | 14,907,488 | $236M | 5.7% |
| GOOGL | ALPHABET INC | 652,914 | $233M | 5.6% |
| MSFT | MICROSOFT CORP | 594,596 | $222M | 5.4% |
| V | VISA INC | 643,853 | $221M | 5.3% |
| SPGI | S&P GLOBAL INC | 458,435 | $187M | 4.5% |
| LIN | LINDE PLC | 341,028 | $177M | 4.3% |
| ESI | ELEMENT SOLUTIONS INC | 3,534,452 | $169M | 4.1% |
Track Locust Wood Capital Advisers's 13F portfolio: $4.1B in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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