Mishpacha Holdings Corp 13F Holdings · Q2 2026
Mishpacha Holdings Corp reported 4 securities worth $266.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (54.82%), NVDA (29.50%), DRAM (11.76%). Among its top 25 positions this quarter: 2 new, 1 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $146.0M | 54.82% | 126,469 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $78.5M | 29.50% | 426,728 | Added |
| 3 | DRAM | ROUNDHILL ETF TR ROUNDHILL MEMORY ETF | $31.3M | 11.76% | 423,972 | New |
| 4 | SNDK | SANDISK CORPORATION | $10.4M | 3.92% | 4,591 | New |
| 5 | EWY | ISHARES MSCI SOUTH KOREA ETF | $0 | 0.00% | 0 | Exited |
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