Oak Grove Capital
$1.7B 13F equity value
108 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Oak Grove Capital covers the quarter ended September 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 |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 358,415 | $382M | 22.8% |
| NVDA | NVIDIA CORPORATION | 1,002,321 | $229M | 13.6% |
| NBIS | NEBIUS GROUP N.V. | 426,543 | $101M | 6.0% |
| AMD | ADVANCED MICRO DEVICES INC | 160,241 | $98M | 5.8% |
| LLY | ELI LILLY & CO | 39,238 | $45M | 2.7% |
| CRWD | CROWDSTRIKE HLDGS INC | 160,888 | $43M | 2.5% |
| COHR | COHERENT CORP | 136,413 | $39M | 2.3% |
| BEP | BROOKFIELD RENEWABLE ENERGY | 1,202,100 | $34M | 2.0% |
| GOOGL | ALPHABET INC | 97,936 | $34M | 2.0% |
| AAPL | APPLE INC | 95,627 | $32M | 1.9% |
Track Oak Grove Capital's 13F portfolio: $1.7B in reported holdings, 108 positions. Top holdings and quarterly changes on SentiSense.
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