Ghe, LLC

13F filer · CIK 0001910179

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$265MU.S. long equity reported on 13F

Positions491 new · 1 closed

Net flow last quarter+$11.4MBuys minus sells

Top 10 positions weight74.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202649 positions
NVDANvidia Corp	$146M	54.93%	0.00%	-2.8%	Q4 2021
PCNPimco Corporate & Income Strategy Fund	$8.11M	3.06%	Not reported	+4.5%	Q4 2021
MPCMarathon Petroleum Corp	$7.11M	2.68%	0.01%	-2.5%	Q4 2021
MCOMoodys Corp	$6.26M	2.36%	0.01%	+1.6%	Q4 2021
AXPAmerican Express Co	$5.53M	2.09%	0.00%	-2.6%	Q4 2024
ANETArista Networks, Inc.	$5.17M	1.95%	0.00%	-3.2%	Q4 2024
COSTCostco Wholesale Corp	$5.04M	1.90%	0.00%	-0.6%	Q4 2021
PGRProgressive Corp	$4.61M	1.74%	0.00%	-1.5%	Q1 2022
SPGIS&P Global Inc.	$4.58M	1.73%	0.00%	+1.6%	Q4 2021
LOWLowes Companies Inc	$4.24M	1.60%	0.00%	+1.5%	Q4 2021
ADBEAdobe Inc.	$4.17M	1.57%	0.01%	-2.0%	Q4 2021
QCOMQualcomm Inc	$3.46M	1.30%	0.00%	-2.5%	Q4 2021
ADPAutomatic Data Processing Inc	$3.32M	1.25%	0.00%	+3.7%	Q4 2021
MCDMcdonalds Corp	$3.19M	1.21%	0.00%	+1.2%	Q4 2021
CSCOCisco Systems, Inc.	$3.13M	1.18%	0.00%	-2.7%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$3.07M	1.16%	Not reported	+3068.3%	Q4 2021
DHIHorton D R Inc	$2.91M	1.10%	0.01%	-3.4%	Q4 2021
MSCIMSCI Inc.	$2.44M	0.92%	0.01%	-1.8%	Q4 2021
JNJJohnson & Johnson	$2.36M	0.89%	0.00%	-1.1%	Q4 2021
SBUXStarbucks Corp	$2.29M	0.86%	0.00%	-90.1%	Q4 2021
CBChubb Ltd	$2.28M	0.86%	0.00%	-0.8%	Q4 2021
ULTAUlta Beauty, Inc.	$2.04M	0.77%	0.01%	-3.1%	Q4 2024
MARMarriott International Inc	$1.89M	0.71%	0.00%	-2.6%	Q4 2021
TROWPrice T Rowe Group Inc	$1.84M	0.70%	0.01%	-1.8%	Q1 2022
KBHKB Home	$1.84M	0.69%	0.05%	-2.4%	Q4 2021
BZHBeazer Homes USA Inc	$1.81M	0.68%	0.24%	-1.9%	Q4 2021
PAYXPaychex Inc	$1.8M	0.68%	0.01%	+3.8%	Q4 2021
CLColgate Palmolive Co	$1.55M	0.58%	0.00%	+10.7%	Q4 2021
PEPPepsico Inc	$1.47M	0.55%	0.00%	+2.3%	Q1 2022
BBYBest Buy Co Inc	$1.31M	0.49%	0.01%	-6.3%	Q4 2021
TNETTrinet Group, Inc.	$1.22M	0.46%	0.05%	-4.3%	Q4 2021
EXPEExpedia Group, Inc.	$1.19M	0.45%	0.00%	-3.2%	Q4 2021
ABTAbbott Laboratories	$1.14M	0.43%	0.00%	+2.1%	Q4 2021
PYPLPayPal Holdings, Inc.	$1.07M	0.40%	0.00%	-6.0%	Q4 2021
PGPROCTER & GAMBLE Co	$1.04M	0.39%	0.00%	+0.9%	Q4 2021
SYYSysco Corp	$997K	0.38%	0.00%	-2.5%	Q4 2021
GSGoldman Sachs Group Inc	$858K	0.32%	0.00%	-15.5%	Q4 2021
DSLDoubleLine Income Solutions Fund	$646K	0.24%	Not reported	-0.2%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$619K	0.23%	Not reported	Not reported	Q4 2024
SEICSei Investments Co	$584K	0.22%	0.01%	-1.6%	Q4 2021
AAPLApple Inc.	$499K	0.19%	0.00%	Not reported	Q4 2024
SPGSimon Property Group Inc.	$498K	0.19%	27.83%	-4.9%	Q4 2021
HDHome Depot, Inc.	$455K	0.17%	0.00%	Not reported	Q4 2024
CVSACovista Inc.	$391K	0.15%	0.01%	-7.9%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$361K	0.14%	Not reported	Not reported	Q4 2021
PDIPIMCO Dynamic Income Fund	$310K	0.12%	Not reported	+0.3%	Q4 2024
APPAppLovin Corp	$258K	0.10%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$250K	0.09%	Not reported	Not reported	Q4 2025
CHGGChegg, Inc	$13.2K	0.00%	0.01%	Not reported	Q4 2021
Q1 2026Reported May 4, 202649 positions
NVDANvidia Corp	$130M	54.21%	0.00%	-17.9%	Q4 2021
PCNPimco Corporate & Income Strategy Fund	$7.73M	3.21%	Not reported	+3.8%	Q4 2021
MPCMarathon Petroleum Corp	$6.96M	2.89%	0.01%	-10.5%	Q4 2021
MCOMoodys Corp	$5.93M	2.47%	0.01%	-15.0%	Q4 2021
COSTCostco Wholesale Corp	$5.4M	2.24%	0.00%	-11.7%	Q4 2021
AXPAmerican Express Co	$5.08M	2.11%	0.00%	-6.8%	Q4 2024
ADBEAdobe Inc.	$5.04M	2.10%	0.01%	-11.0%	Q4 2021
SPGIS&P Global Inc.	$4.7M	1.95%	0.00%	-7.7%	Q4 2021
LOWLowes Companies Inc	$4.48M	1.86%	0.00%	-8.5%	Q4 2021
PGRProgressive Corp	$4.24M	1.76%	0.00%	-10.2%	Q1 2022
ANETArista Networks, Inc.	$3.86M	1.60%	0.00%	-9.8%	Q4 2024
MCDMcdonalds Corp	$3.63M	1.51%	0.00%	-9.1%	Q4 2021
SBUXStarbucks Corp	$2.95M	1.22%	0.00%	-10.0%	Q4 2021
ADPAutomatic Data Processing Inc	$2.91M	1.21%	0.00%	-12.7%	Q4 2021
DHIHorton D R Inc	$2.54M	1.06%	0.01%	-9.8%	Q4 2021
QCOMQualcomm Inc	$2.47M	1.03%	0.00%	-19.8%	Q4 2021
ULTAUlta Beauty, Inc.	$2.44M	1.02%	0.01%	-12.8%	Q4 2024
MSCIMSCI Inc.	$2.39M	0.99%	0.01%	-10.6%	Q4 2021
JNJJohnson & Johnson	$2.3M	0.96%	0.00%	-17.7%	Q4 2021
CBChubb Ltd	$2.2M	0.91%	0.00%	-11.3%	Q4 2021
CSCOCisco Systems, Inc.	$2.13M	0.88%	0.00%	-10.1%	Q4 2021
MARMarriott International Inc	$1.71M	0.71%	0.00%	-12.7%	Q4 2021
PEPPepsico Inc	$1.64M	0.68%	0.00%	-11.7%	Q1 2022
PAYXPaychex Inc	$1.63M	0.68%	0.00%	-9.7%	Q4 2021
KBHKB Home	$1.56M	0.65%	0.05%	-8.7%	Q4 2021
TROWPrice T Rowe Group Inc	$1.49M	0.62%	0.01%	-12.3%	Q1 2022
CLColgate Palmolive Co	$1.3M	0.54%	0.00%	-22.7%	Q4 2021
BZHBeazer Homes USA Inc	$1.27M	0.53%	0.23%	-6.7%	Q4 2021
ABTAbbott Laboratories	$1.26M	0.53%	0.00%	-8.3%	Q4 2021
PYPLPayPal Holdings, Inc.	$1.19M	0.49%	0.00%	-6.3%	Q4 2021
BBYBest Buy Co Inc	$1.18M	0.49%	0.01%	-11.4%	Q4 2021
EBAYEbay Inc	$1.16M	0.48%	0.00%	-13.8%	Q4 2021
EXPEExpedia Group, Inc.	$1.11M	0.46%	0.00%	-17.7%	Q4 2021
PGPROCTER & GAMBLE Co	$1.02M	0.42%	0.00%	-10.7%	Q4 2021
TNETTrinet Group, Inc.	$936K	0.39%	0.06%	-5.6%	Q4 2021
SYYSysco Corp	$872K	0.36%	0.00%	-6.1%	Q4 2021
GSGoldman Sachs Group Inc	$849K	0.35%	0.00%	-22.0%	Q4 2021
DSLDoubleLine Income Solutions Fund	$634K	0.26%	Not reported	+23.3%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$620K	0.26%	Not reported	-7.2%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$585K	0.24%	Not reported	-20.9%	Q4 2021
SEICSei Investments Co	$531K	0.22%	0.01%	-4.1%	Q4 2021
AAPLApple Inc.	$437K	0.18%	0.00%	+7.3%	Q4 2024
SPGSimon Property Group Inc.	$437K	0.18%	29.26%	-15.1%	Q4 2021
HDHome Depot, Inc.	$424K	0.18%	0.00%	-43.7%	Q4 2024
CVSACovista Inc.	$392K	0.16%	0.01%	-23.3%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$338K	0.14%	Not reported	Not reported	Q4 2021
PDIPIMCO Dynamic Income Fund	$317K	0.13%	Not reported	+7.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$240K	0.10%	Not reported	Not reported	Q4 2025
CHGGChegg, Inc	$9.67K	0.00%	0.01%	Not reported	Q4 2021
Q4 2025Reported Feb 9, 202649 positions
NVDANvidia Corp	$170M	56.30%	0.00%	+14.0%	Q4 2021
MCOMoodys Corp	$8.17M	2.71%	0.01%	+14.3%	Q4 2021
ADBEAdobe Inc.	$8.16M	2.70%	0.01%	+14.8%	Q4 2021
PCNPimco Corporate & Income Strategy Fund	$7.99M	2.65%	Not reported	Not reported	Q4 2021
AXPAmerican Express Co	$6.66M	2.21%	0.00%	+4.1%	Q4 2024
SPGIS&P Global Inc.	$6.26M	2.07%	0.00%	+5.3%	Q4 2021
PGRProgressive Corp	$5.43M	1.80%	0.00%	+9.2%	Q1 2022
COSTCostco Wholesale Corp	$5.29M	1.75%	0.00%	Not reported	Q4 2021
MPCMarathon Petroleum Corp	$5.18M	1.72%	0.01%	+7.1%	Q4 2021
LOWLowes Companies Inc	$4.99M	1.65%	0.00%	+5.1%	Q4 2021
ANETArista Networks, Inc.	$4.57M	1.51%	0.00%	+8.1%	Q4 2024
ADPAutomatic Data Processing Inc	$4.22M	1.40%	0.00%	+13.9%	Q4 2021
QCOMQualcomm Inc	$4.09M	1.36%	0.00%	+21.9%	Q4 2021
MCDMcdonalds Corp	$3.93M	1.30%	0.00%	+6.6%	Q4 2021
ULTAUlta Beauty, Inc.	$3.24M	1.07%	0.01%	Not reported	Q4 2024
SBUXStarbucks Corp	$3.08M	1.02%	0.00%	+7.4%	Q4 2021
DHIHorton D R Inc	$2.96M	0.98%	0.01%	+9.6%	Q4 2021
MSCIMSCI Inc.	$2.84M	0.94%	0.01%	Not reported	Q4 2021
CBChubb Ltd	$2.38M	0.79%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$2.37M	0.78%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$2.35M	0.78%	0.00%	+7.0%	Q4 2021
PAYXPaychex Inc	$2.19M	0.73%	0.01%	+11.4%	Q4 2021
TROWPrice T Rowe Group Inc	$1.93M	0.64%	0.01%	+11.9%	Q1 2022
MARMarriott International Inc	$1.86M	0.62%	0.00%	Not reported	Q4 2021
KBHKB Home	$1.86M	0.62%	0.05%	+6.5%	Q4 2021
PEPPepsico Inc	$1.72M	0.57%	0.00%	+9.1%	Q1 2022
ABTAbbott Laboratories	$1.68M	0.56%	0.00%	+4.8%	Q4 2021
EXPEExpedia Group, Inc.	$1.65M	0.55%	0.01%	Not reported	Q4 2021
PYPLPayPal Holdings, Inc.	$1.64M	0.54%	0.00%	+5.7%	Q4 2021
TNETTrinet Group, Inc.	$1.61M	0.53%	0.06%	+5.0%	Q4 2021
CLColgate Palmolive Co	$1.56M	0.52%	0.00%	+11.3%	Q4 2021
BZHBeazer Homes USA Inc	$1.43M	0.47%	0.24%	+2.9%	Q4 2021
BBYBest Buy Co Inc	$1.39M	0.46%	0.01%	+10.7%	Q4 2021
PGPROCTER & GAMBLE Co	$1.13M	0.37%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$1.13M	0.37%	0.00%	Not reported	Q4 2021
EBAYEbay Inc	$1.13M	0.37%	0.00%	+11.2%	Q4 2021
SYYSysco Corp	$959K	0.32%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$788K	0.26%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$724K	0.24%	Not reported	Not reported	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$715K	0.24%	Not reported	+7.8%	Q4 2024
SEICSei Investments Co	$579K	0.19%	0.01%	Not reported	Q4 2021
DSLDoubleLine Income Solutions Fund	$535K	0.18%	Not reported	Not reported	Q4 2021
SPGSimon Property Group Inc.	$510K	0.17%	34.45%	Not reported	Q4 2021
CVSACovista Inc.	$459K	0.15%	0.01%	Not reported	Q2 2022
AAPLApple Inc.	$437K	0.14%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$328K	0.11%	Not reported	Not reported	Q4 2021
PDIPIMCO Dynamic Income Fund	$305K	0.10%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$243K	0.08%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$210K	0.07%	0.00%	New	Q4 2025
Q3 2025Reported Nov 13, 202531 positions
NVDANvidia Corp	$149M	60.21%	0.00%	Not reported	Q4 2021
PCNPimco Corporate & Income Strategy Fund	$8.38M	3.38%	Not reported	Not reported	Q4 2021
ADBEAdobe Inc.	$7.16M	2.89%	0.00%	Not reported	Q4 2021
MCOMoodys Corp	$6.67M	2.69%	0.01%	Not reported	Q4 2021
AXPAmerican Express Co	$5.75M	2.32%	0.00%	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$5.73M	2.31%	0.01%	Not reported	Q4 2021
SPGIS&P Global Inc.	$5.54M	2.24%	0.00%	Not reported	Q4 2021
PGRProgressive Corp	$5.39M	2.18%	0.00%	Not reported	Q1 2022
LOWLowes Companies Inc	$4.95M	2.00%	0.00%	Not reported	Q4 2021
ANETArista Networks, Inc.	$4.7M	1.90%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$4.23M	1.71%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$3.66M	1.48%	0.00%	Not reported	Q4 2021
QCOMQualcomm Inc	$3.26M	1.32%	0.00%	Not reported	Q4 2021
DHIHorton D R Inc	$3.17M	1.28%	0.01%	Not reported	Q4 2021
SBUXStarbucks Corp	$2.88M	1.16%	0.00%	Not reported	Q4 2021
PAYXPaychex Inc	$2.22M	0.90%	0.00%	Not reported	Q4 2021
KBHKB Home	$1.97M	0.80%	0.05%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$1.95M	0.79%	0.00%	Not reported	Q4 2021
PYPLPayPal Holdings, Inc.	$1.78M	0.72%	0.00%	Not reported	Q4 2021
TNETTrinet Group, Inc.	$1.73M	0.70%	0.05%	Not reported	Q4 2021
TROWPrice T Rowe Group Inc	$1.73M	0.70%	0.01%	Not reported	Q1 2022
ABTAbbott Laboratories	$1.72M	0.69%	0.00%	Not reported	Q4 2021
BZHBeazer Homes USA Inc	$1.68M	0.68%	0.23%	Not reported	Q4 2021
PEPPepsico Inc	$1.54M	0.62%	0.00%	Not reported	Q1 2022
CLColgate Palmolive Co	$1.42M	0.57%	0.00%	Not reported	Q4 2021
BBYBest Buy Co Inc	$1.42M	0.57%	0.01%	Not reported	Q4 2021
EBAYEbay Inc	$1.21M	0.49%	0.00%	Not reported	Q4 2021
SYYSysco Corp	$1.07M	0.43%	0.00%	Not reported	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$743K	0.30%	Not reported	Not reported	Q4 2024
DSLDoubleLine Income Solutions Fund	$583K	0.24%	Not reported	Not reported	Q4 2021
PDIPIMCO Dynamic Income Fund	$341K	0.14%	Not reported	Not reported	Q4 2024

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