Cable Car Capital, LP 13F Holdings · Q2 2026

Name: Cable Car Capital 13F Holdings, Q2 2026: 194 Securities, $4.66B
Creator: ko.io

Cable Car Capital, LP reported 194 securities worth $4.66B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (8.22%), MU (8.22%), NVDA (7.11%). Among its top 25 positions this quarter: 25 new.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	MU	MICRON TECHNOLOGY INC	$383.5M	8.22%	332,200	New
2	MU	MICRON TECHNOLOGY INC	$383.5M	8.22%	332,200	New
3	NVDA	NVIDIA CORPORATION	$331.8M	7.11%	1.7M	New
4	NVDA	NVIDIA CORPORATION	$331.8M	7.11%	1.7M	New
5	MSFT	MICROSOFT CORP	$238.4M	5.11%	639,000	New
6	MSFT	MICROSOFT CORP	$238.4M	5.11%	639,000	New
7	TSLA	TESLA INC	$218.5M	4.68%	519,500	New
8	TSLA	TESLA INC	$218.5M	4.68%	519,500	New
9	SNDK1	SANDISK CORP	$216.0M	4.63%	95,000	New
10	SPCX	SPACE EXPLORATION TECHN CORP	$128.1M	2.75%	750,000	New
11	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$108.7M	2.33%	227,600	New
12	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$108.7M	2.33%	227,600	New
13	AMZN	AMAZON COM INC	$107.3M	2.30%	450,000	New
14	AMZN	AMAZON COM INC	$107.3M	2.30%	450,000	New
15	NKE	NIKE INC	$95.0M	2.04%	2.3M	New
16	NKE	NIKE INC	$95.0M	2.04%	2.3M	New
17	SPY	STATE STR SPDR S&P 500 ETF T	$74.7M	1.60%	100,000	New
18	SPCX	SPACE EXPLORATION TECHN CORP	$68.3M	1.47%	400,000	New
19	AVGO	BROADCOM INC	$64.4M	1.38%	170,600	New
20	AVGOP	BROADCOM INC	$64.4M	1.38%	170,600	New
21	PLTR	PALANTIR TECHNOLOGIES INC	$58.3M	1.25%	500,000	New
22	PLTR	PALANTIR TECHNOLOGIES INC	$58.3M	1.25%	500,000	New
23	GDX	VANECK ETF TRUST	$52.0M	1.11%	688,700	New
24	YMLI	VANECK ETF TRUST	$52.0M	1.11%	688,700	New
25	META	META PLATFORMS INC	$44.7M	0.96%	79,400	New

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR