Oak Grove Capital
$1.4B 13F equity value
104 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oak Grove 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 |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 264,856 | $306M | 22.5% |
| NVDA | NVIDIA CORPORATION | 840,006 | $168M | 12.3% |
| NBIS | NEBIUS GROUP N.V. | 281,948 | $78M | 5.7% |
| AMD | ADVANCED MICRO DEVICES INC | 114,122 | $66M | 4.9% |
| COHR | COHERENT CORP | 128,913 | $51M | 3.7% |
| VST | VISTRA CORP | 199,110 | $32M | 2.3% |
| CRWD | CROWDSTRIKE HLDGS INC | 40,872 | $31M | 2.3% |
| GOOGL | ALPHABET INC | 87,241 | $31M | 2.3% |
| BN | BROOKFIELD CORP | 725,859 | $31M | 2.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | 104,720 | $29M | 2.2% |
Track Oak Grove Capital's 13F portfolio: $1.4B in reported holdings, 104 positions. Top holdings and quarterly changes on SentiSense.
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