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Mishpacha Holdings Corp

13F filer · CIK 0002111655
Reported Aug 4, 2026
Net buyer this quarter
13F portfolio value$266MU.S. long equity reported on 13F
Positions42 new · 0 closed
Net flow last quarter+$38.2MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 20264 positions
MUMicron Technology Inc$146M54.82%0.01%-6.5%Q4 2025
NVDANvidia Corp$78.5M29.48%0.00%+9.1%Q4 2025
DRAMU.S. Gold Corp.$31.3M11.76%Not reportedNewQ2 2026
SNDKSandisk Corp$10.4M3.92%0.00%NewQ2 2026
Q1 2026Reported May 7, 20262 positions
NVDANvidia Corp$62.7M50.97%0.00%+66.7%Q4 2025
MUMicron Technology Inc$45.7M37.12%0.01%+7035.3%Q4 2025
Q4 2025Reported Feb 27, 202611 positions
NVDANvidia Corp$40.2M33.62%0.00%NewQ4 2025
GOOGLAlphabet Inc.$18.3M15.29%0.00%NewQ4 2025
GOOGAlphabet Inc.$17.6M14.71%Not reportedNewQ4 2025
BACBank of America Corp$9.18M7.67%0.00%NewQ4 2025
CCLCarnival Corp Ltd.$8.07M6.74%0.02%NewQ4 2025
AMZNAmazon Com Inc$8.03M6.71%0.00%NewQ4 2025
METAMeta Platforms, Inc.$6.91M5.77%Not reportedNewQ4 2025
TSLATesla, Inc.$5.26M4.40%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$4.89M4.09%0.00%NewQ4 2025
MUMicron Technology Inc$541K0.45%0.00%NewQ4 2025
UTHRUNITED THERAPEUTICS Corp$487K0.41%0.00%NewQ4 2025
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