Norden Group LLC

13F filer · CIK 0001990699

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$1.22BU.S. long equity reported on 13F

Positions594115 new · 39 closed

Net flow last quarter+$25.1MBuys minus sells

Top 10 positions weight22.1%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 29, 2026594 positions
AAPLApple Inc.	$60.1M	4.93%	0.00%	+7.3%	Q3 2023
NVDANvidia Corp	$56.8M	4.65%	0.00%	+5.0%	Q3 2023
MSFTMicrosoft Corp	$27.4M	2.25%	0.00%	-6.1%	Q3 2023
GOOGLAlphabet Inc.	$24.6M	2.02%	0.00%	+2.9%	Q3 2023
AMZNAmazon Com Inc	$22.9M	1.88%	0.00%	-3.5%	Q3 2023
AVGOBroadcom Inc.	$19.7M	1.62%	0.00%	-0.5%	Q3 2023
MUMicron Technology Inc	$15.7M	1.28%	0.00%	+13.2%	Q4 2023
GOOGAlphabet Inc.	$14.5M	1.19%	Not reported	-11.6%	Q2 2024
MOAltria Group, Inc.	$14.4M	1.18%	0.01%	+9.8%	Q2 2024
ANETArista Networks, Inc.	$14.1M	1.15%	0.01%	+4.1%	Q4 2024
LAMRLamar Advertising Co	$12.9M	1.06%	Not reported	New	Q2 2026
BMYBristol Myers Squibb Co	$12.9M	1.06%	0.01%	+11.5%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$12.8M	1.05%	Not reported	+1.0%	Q4 2023
AMDAdvanced Micro Devices Inc	$12.3M	1.01%	0.00%	-1.0%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$12.1M	0.99%	Not reported	+1.4%	Q3 2023
SHOPShopify Inc.	$11.9M	0.98%	0.03%	+268.0%	Q2 2024
EXPEExpedia Group, Inc.	$11.5M	0.94%	0.04%	+13.5%	Q2 2025
TSLATesla, Inc.	$11.4M	0.93%	0.00%	-1.8%	Q3 2023
FTITechnipFMC plc	$11.4M	0.93%	0.04%	+930.8%	Q3 2023
VODVodafone Group Public Ltd Co	$9.7M	0.80%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$9.57M	0.78%	Not reported	-20.8%	Q3 2023
AMATApplied Materials Inc	$9.55M	0.78%	0.00%	-2.4%	Q3 2023
JPMJPMorgan Chase & Co	$9.29M	0.76%	0.00%	+20.4%	Q2 2024
CSCOCisco Systems, Inc.	$9.06M	0.74%	0.00%	-18.0%	Q3 2023
LRCXLam Research Corp	$8.99M	0.74%	0.00%	-68.5%	Q3 2023
LLYELI LILLY & Co	$8.79M	0.72%	0.00%	-22.2%	Q3 2023
JNJJohnson & Johnson	$8.74M	0.72%	0.00%	+5.1%	Q3 2023
BRK.BBerkshire Hathaway Inc	$8.59M	0.70%	Not reported	+6.7%	Q3 2023
PMPhilip Morris International Inc.	$8.35M	0.68%	0.00%	+1.5%	Q3 2023
SMHMarket Vectors ETF Trust	$8.2M	0.67%	Not reported	New	Q2 2026
INTCIntel Corp	$6.57M	0.54%	0.00%	+0.9%	Q3 2023
VVisa Inc.	$6.39M	0.52%	0.00%	-17.9%	Q3 2023
GEGeneral Electric Co	$6.14M	0.50%	0.00%	+6.1%	Q2 2024
XOMExxonMobil Holdings Corp	$6.01M	0.49%	0.00%	+11.4%	Q3 2023
MRKMerck & Co., Inc.	$5.81M	0.48%	0.00%	+7.0%	Q3 2023
CATCaterpillar Inc	$5.71M	0.47%	0.00%	0.0%	Q3 2023
WFCWells Fargo & Company	$5.67M	0.46%	0.00%	+3.1%	Q3 2023
NETCloudflare, Inc.	$5.39M	0.44%	Not reported	-5.2%	Q2 2024
BACBank of America Corp	$5.36M	0.44%	0.00%	+10.3%	Q3 2023
GEVGE Vernova Inc.	$5.11M	0.42%	0.00%	+4.5%	Q2 2025
MAMastercard Inc	$5.1M	0.42%	0.00%	-17.6%	Q3 2023
COSTCostco Wholesale Corp	$5.09M	0.42%	0.00%	+6.4%	Q3 2023
ABBVAbbVie Inc.	$5M	0.41%	0.00%	+6.6%	Q3 2023
RTXRTX Corp	$4.95M	0.41%	0.00%	+16.7%	Q3 2023
NFLXNetflix Inc	$4.92M	0.40%	0.00%	-6.5%	Q3 2023
KOCoca Cola Co	$4.83M	0.40%	0.00%	+6.5%	Q3 2023
TXNTexas Instruments Inc	$4.78M	0.39%	0.00%	-2.3%	Q3 2023
VZVerizon Communications Inc	$4.54M	0.37%	0.00%	-1.5%	Q3 2023
KLACKla Corp	$4.38M	0.36%	0.00%	+16.4%	Q4 2023
MRVLMarvell Technology, Inc.	$4.17M	0.34%	0.00%	-3.5%	Q2 2024

Q1 2026Reported Apr 15, 2026516 positions
AAPLApple Inc.	$49.2M	4.72%	0.00%	Not reported	Q3 2023
NVDANvidia Corp	$47.1M	4.53%	0.00%	Not reported	Q3 2023
MSFTMicrosoft Corp	$29M	2.78%	0.00%	Not reported	Q3 2023
AMZNAmazon Com Inc	$20.7M	1.99%	0.00%	Not reported	Q3 2023
GOOGLAlphabet Inc.	$19.2M	1.85%	0.00%	Not reported	Q3 2023
AVGOBroadcom Inc.	$16.3M	1.56%	0.00%	Not reported	Q3 2023
LRCXLam Research Corp	$14.1M	1.35%	0.01%	Not reported	Q3 2023
GOOGAlphabet Inc.	$13.3M	1.28%	Not reported	Not reported	Q2 2024
METAMeta Platforms, Inc.	$12.3M	1.18%	Not reported	Not reported	Q3 2023
BMYBristol Myers Squibb Co	$12.2M	1.17%	0.01%	Not reported	Q3 2023
MOAltria Group, Inc.	$12.1M	1.16%	0.01%	Not reported	Q2 2024
CRMSalesforce, Inc.	$11.2M	1.07%	0.01%	Not reported	Q3 2023
QCOMQualcomm Inc	$10.6M	1.02%	0.01%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$10.4M	1.00%	Not reported	Not reported	Q3 2023
TSLATesla, Inc.	$10.3M	0.99%	0.00%	Not reported	Q3 2023
EXELExelixis, Inc.	$10M	0.97%	0.09%	Not reported	Q3 2025
QQQInvesco QQQ Trust, Series 1	$9.92M	0.95%	Not reported	Not reported	Q4 2023
ANETArista Networks, Inc.	$9.76M	0.94%	0.01%	Not reported	Q4 2024
EXPEExpedia Group, Inc.	$9.12M	0.88%	0.03%	Not reported	Q2 2025
LLYELI LILLY & Co	$8.66M	0.83%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$8M	0.77%	0.00%	Not reported	Q3 2023
BRK.BBerkshire Hathaway Inc	$7.71M	0.74%	Not reported	Not reported	Q3 2023
PMPhilip Morris International Inc.	$7.51M	0.72%	0.00%	Not reported	Q3 2023
CSCOCisco Systems, Inc.	$7.3M	0.70%	0.00%	Not reported	Q3 2023
NFLXNetflix Inc	$7.09M	0.68%	0.00%	Not reported	Q3 2023
JPMJPMorgan Chase & Co	$6.93M	0.67%	0.00%	Not reported	Q2 2024
VVisa Inc.	$6.86M	0.66%	0.00%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$6.7M	0.64%	0.00%	Not reported	Q3 2023
MAMastercard Inc	$6.02M	0.58%	0.00%	Not reported	Q3 2023
VZVerizon Communications Inc	$5.47M	0.53%	0.00%	Not reported	Q3 2023
WFCWells Fargo & Company	$5.3M	0.51%	0.00%	Not reported	Q3 2023
ORCLOracle Corp	$5.19M	0.50%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$5.09M	0.49%	0.00%	Not reported	Q3 2023
MRKMerck & Co., Inc.	$5.08M	0.49%	0.00%	Not reported	Q3 2023
NETCloudflare, Inc.	$4.79M	0.46%	Not reported	Not reported	Q2 2024
AMATApplied Materials Inc	$4.63M	0.44%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$4.62M	0.44%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$4.41M	0.42%	0.00%	Not reported	Q3 2023
GEGeneral Electric Co	$4.39M	0.42%	0.00%	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$4.34M	0.42%	0.00%	Not reported	Q3 2023
RTXRTX Corp	$4.31M	0.41%	0.00%	Not reported	Q3 2023
KOCoca Cola Co	$4.24M	0.41%	0.00%	Not reported	Q3 2023
GILDGilead Sciences, Inc.	$4.22M	0.41%	0.00%	Not reported	Q3 2023
BACBank of America Corp	$4.16M	0.40%	0.00%	Not reported	Q3 2023
ABBVAbbVie Inc.	$4.06M	0.39%	0.00%	Not reported	Q3 2023
MUMicron Technology Inc	$4.05M	0.39%	0.00%	Not reported	Q4 2023
NOWServiceNow, Inc.	$3.96M	0.38%	0.00%	Not reported	Q3 2023
PEPPepsico Inc	$3.83M	0.37%	0.00%	Not reported	Q3 2023
CATCaterpillar Inc	$3.8M	0.36%	0.00%	Not reported	Q3 2023
PLTRPalantir Technologies Inc.	$3.79M	0.36%	0.00%	Not reported	Q4 2024

Q3 2025Reported Oct 15, 2025474 positions
NVDANvidia Corp	$41.6M	4.23%	0.00%	+36.4%	Q3 2023
MSFTMicrosoft Corp	$35.9M	3.65%	0.00%	+14.7%	Q3 2023
AAPLApple Inc.	$32.3M	3.28%	0.00%	+16.9%	Q3 2023
AMZNAmazon Com Inc	$21.4M	2.17%	0.00%	+3.6%	Q3 2023
AVGOBroadcom Inc.	$16.2M	1.64%	0.00%	+43.9%	Q3 2023
GOOGLAlphabet Inc.	$15.1M	1.54%	0.00%	+10.7%	Q3 2023
VVisa Inc.	$14.5M	1.48%	0.00%	+71.6%	Q3 2023
SHOPShopify Inc.	$12.6M	1.28%	0.02%	+126.0%	Q2 2024
METAMeta Platforms, Inc.	$11.9M	1.21%	Not reported	+32.3%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$11.7M	1.19%	Not reported	-38.8%	Q3 2023
ORCLOracle Corp	$10.5M	1.07%	0.00%	-5.9%	Q3 2023
GOOGAlphabet Inc.	$10.5M	1.06%	Not reported	+3.2%	Q2 2024
TSLATesla, Inc.	$10.2M	1.04%	0.00%	+23.4%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$10.1M	1.03%	Not reported	-9.6%	Q4 2023
NFLXNetflix Inc	$8.48M	0.86%	0.00%	-4.0%	Q3 2023
ANETArista Networks, Inc.	$8.32M	0.84%	0.00%	-1.1%	Q4 2024
MAMastercard Inc	$7.87M	0.80%	0.00%	-2.3%	Q3 2023
CRMSalesforce, Inc.	$7.78M	0.79%	0.00%	+433.3%	Q3 2023
BRK.BBerkshire Hathaway Inc	$7.52M	0.76%	Not reported	+15.4%	Q3 2023
JBLJabil Inc	$7.45M	0.76%	0.03%	+746.3%	Q3 2024
EXPEExpedia Group, Inc.	$7.28M	0.74%	0.03%	+18.3%	Q2 2025
EXELExelixis, Inc.	$7.24M	0.74%	0.07%	New	Q3 2025
CLColgate Palmolive Co	$7.07M	0.72%	0.01%	+1140.1%	Q3 2024
PMPhilip Morris International Inc.	$7M	0.71%	0.00%	-6.9%	Q3 2023
JPMJPMorgan Chase & Co	$6.95M	0.71%	0.00%	+5.4%	Q2 2024
SNEXStoneX Group Inc.	$6.95M	0.71%	0.06%	New	Q3 2025
LLYELI LILLY & Co	$6.75M	0.69%	0.00%	+1.0%	Q3 2023
JNJJohnson & Johnson	$6.3M	0.64%	0.00%	+11.6%	Q3 2023
CSCOCisco Systems, Inc.	$6.06M	0.62%	0.00%	+2.1%	Q3 2023
NETCloudflare, Inc.	$5.26M	0.53%	Not reported	-1.0%	Q2 2024
VZVerizon Communications Inc	$5.05M	0.51%	0.00%	+7.7%	Q3 2023
BACBank of America Corp	$4.75M	0.48%	0.00%	-0.5%	Q3 2023
WFCWells Fargo & Company	$4.56M	0.46%	0.00%	+2.6%	Q3 2023
ABBVAbbVie Inc.	$4.38M	0.44%	0.00%	-1.2%	Q3 2023
NOWServiceNow, Inc.	$4.3M	0.44%	0.00%	-4.5%	Q3 2023
ABTAbbott Laboratories	$4.29M	0.44%	0.00%	-15.4%	Q3 2023
RTXRTX Corp	$4.2M	0.43%	0.00%	-3.7%	Q3 2023
RUNSunrun Inc.	$4.16M	0.42%	0.10%	+16.7%	Q3 2023
HDHome Depot, Inc.	$4.02M	0.41%	0.00%	+7.2%	Q3 2023
TAt&T Inc.	$3.78M	0.38%	0.00%	+2.9%	Q3 2023
PEPPepsico Inc	$3.78M	0.38%	0.00%	+21.7%	Q3 2023
ADBEAdobe Inc.	$3.76M	0.38%	0.00%	-24.4%	Q3 2023
PLTRPalantir Technologies Inc.	$3.73M	0.38%	0.00%	+33.3%	Q4 2024
QCOMQualcomm Inc	$3.73M	0.38%	0.00%	-5.5%	Q3 2023
COSTCostco Wholesale Corp	$3.54M	0.36%	0.00%	-0.2%	Q3 2023
XOMExxonMobil Holdings Corp	$3.51M	0.36%	0.00%	-3.8%	Q3 2023
MRKMerck & Co., Inc.	$3.45M	0.35%	0.00%	+27.2%	Q3 2023
GILDGilead Sciences, Inc.	$3.4M	0.35%	0.00%	-58.5%	Q3 2023
PGPROCTER & GAMBLE Co	$3.33M	0.34%	0.00%	+3.6%	Q3 2023
SBUXStarbucks Corp	$3.24M	0.33%	0.00%	-2.6%	Q3 2023

Q2 2025Reported Jul 15, 2025461 positions
MSFTMicrosoft Corp	$30M	3.26%	0.00%	+0.8%	Q3 2023
NVDANvidia Corp	$25.8M	2.80%	0.00%	+14.2%	Q3 2023
AAPLApple Inc.	$22.2M	2.41%	0.00%	-3.3%	Q3 2023
AMZNAmazon Com Inc	$20.6M	2.24%	0.00%	-0.4%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$17.7M	1.92%	Not reported	-47.2%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$10.3M	1.12%	Not reported	+598.6%	Q4 2023
GOOGLAlphabet Inc.	$9.91M	1.08%	0.00%	+7.3%	Q3 2023
NFLXNetflix Inc	$9.86M	1.07%	0.00%	+4.8%	Q3 2023
AVGOBroadcom Inc.	$9.39M	1.02%	0.00%	+7.5%	Q3 2023
METAMeta Platforms, Inc.	$9.05M	0.98%	Not reported	+9.7%	Q3 2023
VVisa Inc.	$8.81M	0.96%	0.00%	-4.3%	Q3 2023
ORCLOracle Corp	$8.69M	0.94%	0.00%	-5.5%	Q3 2023
PMPhilip Morris International Inc.	$8.44M	0.92%	0.00%	-9.5%	Q3 2023
GILDGilead Sciences, Inc.	$8.18M	0.89%	0.01%	+172.8%	Q3 2023
MAMastercard Inc	$7.96M	0.86%	0.00%	+0.5%	Q3 2023
GOOGAlphabet Inc.	$7.39M	0.80%	Not reported	-3.9%	Q2 2024
LLYELI LILLY & Co	$6.84M	0.74%	0.00%	+0.7%	Q3 2023
NVONovo Nordisk A S	$6.65M	0.72%	Not reported	+216.3%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$6.32M	0.69%	0.01%	+735.6%	Q2 2024
MOAltria Group, Inc.	$6.3M	0.68%	0.01%	+329.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$6.3M	0.68%	Not reported	+2.0%	Q3 2023
JPMJPMorgan Chase & Co	$6.06M	0.66%	0.00%	-1.3%	Q2 2024
CSCOCisco Systems, Inc.	$6.02M	0.65%	0.00%	-4.3%	Q3 2023
TSLATesla, Inc.	$5.91M	0.64%	0.00%	-3.0%	Q3 2023
ANETArista Networks, Inc.	$5.91M	0.64%	0.00%	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$5.8M	0.63%	0.00%	+357.2%	Q3 2023
ADBEAdobe Inc.	$5.45M	0.59%	0.00%	-4.0%	Q3 2023
ABTAbbott Laboratories	$5.15M	0.56%	0.00%	-0.6%	Q3 2023
NOWServiceNow, Inc.	$5.03M	0.55%	0.00%	+13.8%	Q3 2023
KRKroger Co	$4.99M	0.54%	0.01%	+1336.4%	Q3 2024
EXPEExpedia Group, Inc.	$4.85M	0.53%	0.02%	New	Q2 2025
NETCloudflare, Inc.	$4.84M	0.53%	Not reported	+8.9%	Q2 2024
JNJJohnson & Johnson	$4.65M	0.50%	0.00%	-15.0%	Q3 2023
VZVerizon Communications Inc	$4.62M	0.50%	0.00%	-1.9%	Q3 2023
JDJD.com, Inc.	$4.59M	0.50%	0.01%	New	Q2 2025
BACBank of America Corp	$4.37M	0.47%	0.00%	+3.8%	Q3 2023
SHOPShopify Inc.	$4.31M	0.47%	0.01%	-3.2%	Q2 2024
ACNAccenture plc	$4.3M	0.47%	0.00%	+3.8%	Q3 2023
WFCWells Fargo & Company	$4.25M	0.46%	0.00%	+3.1%	Q3 2023
RTXRTX Corp	$3.8M	0.41%	0.00%	-12.3%	Q3 2023
COSTCostco Wholesale Corp	$3.79M	0.41%	0.00%	+23.1%	Q3 2023
QCOMQualcomm Inc	$3.78M	0.41%	0.00%	-1.7%	Q3 2023
TAt&T Inc.	$3.76M	0.41%	0.00%	+2.4%	Q3 2023
KOCoca Cola Co	$3.6M	0.39%	0.00%	+3.9%	Q3 2023
SBUXStarbucks Corp	$3.6M	0.39%	0.00%	+30.0%	Q3 2023
ZTSZoetis Inc.	$3.59M	0.39%	0.01%	-1.3%	Q3 2023
ABBVAbbVie Inc.	$3.55M	0.39%	0.00%	-13.2%	Q3 2023
XOMExxonMobil Holdings Corp	$3.49M	0.38%	0.00%	-16.2%	Q3 2023
PULSPulse Electronics Corp	$3.44M	0.37%	0.39%	-42.0%	Q3 2023
HDHome Depot, Inc.	$3.39M	0.37%	0.00%	-2.3%	Q3 2023

Premium opens every quarter this fund has filed