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First Growth Capital LLC

13F filer · CIK 0002112081
Reported Jul 16, 2026
Net seller this quarter
13F portfolio value$132MU.S. long equity reported on 13F
Positions8310 new · 7 closed
Net flow last quarter-$2.28MBuys minus sells
Top 10 positions weight29.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 16, 202683 positions
VRTVertiv Holdings Co$24.3M18.41%0.02%-0.9%Q4 2025
QQQInvesco QQQ Trust, Series 1$2.59M1.96%Not reported-21.2%Q4 2025
AAPLApple Inc.$1.74M1.32%0.00%-23.8%Q4 2025
MSFTMicrosoft Corp$1.72M1.30%0.00%-13.0%Q4 2025
INTCIntel Corp$1.54M1.17%0.00%-19.4%Q4 2025
GPGIGPGI, Inc.$1.5M1.14%0.03%-2.5%Q4 2025
COHRCoherent Corp.$1.46M1.11%0.00%-38.0%Q4 2025
CATCaterpillar Inc$1.35M1.03%0.00%-2.2%Q4 2025
WWDWoodward, Inc.$1.29M0.98%0.01%Not reportedQ4 2025
PHParker-Hannifin Corp$1.24M0.94%0.00%-13.2%Q4 2025
NVONovo Nordisk A S$1.22M0.92%Not reported-4.7%Q4 2025
TGTTarget Corp$1.05M0.80%0.00%-0.8%Q4 2025
MUMicron Technology Inc$966K0.73%0.00%-43.9%Q4 2025
GLWCorning Inc$960K0.73%0.00%-1.3%Q4 2025
RTXRTX Corp$942K0.71%0.00%-2.3%Q4 2025
NFLXNetflix Inc$926K0.70%0.00%-1.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$851K0.64%Not reportedNot reportedQ4 2025
YPFYpf Sociedad Anonima$840K0.64%0.00%-0.6%Q4 2025
GOOGLAlphabet Inc.$776K0.59%0.00%-5.9%Q4 2025
UNHUnitedhealth Group Inc$761K0.58%0.00%-8.5%Q4 2025
PDIPIMCO Dynamic Income Fund$755K0.57%Not reported+21.0%Q4 2025
AMGNAmgen Inc$754K0.57%0.00%Not reportedQ4 2025
CVXChevron Corp$719K0.55%0.00%-4.0%Q4 2025
ACMRACM Research, Inc.$712K0.54%0.01%+0.3%Q4 2025
NVDANvidia Corp$710K0.54%0.00%-12.6%Q4 2025
MRKMerck & Co., Inc.$709K0.54%0.00%-2.0%Q4 2025
BKHBlack Hills Corp$704K0.53%0.01%NewQ2 2026
ECLEcolab Inc.$678K0.51%0.00%-0.1%Q1 2026
IAUIshares Gold Trust$657K0.50%0.00%-14.0%Q4 2025
AMEAmetek Inc/$657K0.50%0.00%+0.2%Q4 2025
LHXL3harris Technologies, Inc.$638K0.48%0.00%NewQ2 2026
COSTCostco Wholesale Corp$632K0.48%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$624K0.47%0.00%-1.9%Q4 2025
LLYELI LILLY & Co$611K0.46%0.00%-7.1%Q4 2025
MRVLMarvell Technology, Inc.$596K0.45%0.00%Not reportedQ1 2026
VEEVVeeva Systems Inc$581K0.44%0.00%+20.0%Q1 2026
TYLTyler Technologies Inc$575K0.44%0.00%NewQ2 2026
NKENIKE, Inc.$575K0.44%0.00%+5.1%Q4 2025
CSCOCisco Systems, Inc.$556K0.42%0.00%Not reportedQ4 2025
BRK.BBerkshire Hathaway Inc$542K0.41%Not reported-1.4%Q4 2025
JNJJohnson & Johnson$541K0.41%0.00%-13.4%Q4 2025
HDHome Depot, Inc.$526K0.40%0.00%+7.3%Q4 2025
AVGOBroadcom Inc.$516K0.39%0.00%-10.1%Q4 2025
JPMJPMorgan Chase & Co$511K0.39%0.00%-13.7%Q4 2025
GEGeneral Electric Co$507K0.38%0.00%-2.2%Q4 2025
PGPROCTER & GAMBLE Co$487K0.37%0.00%+3.0%Q4 2025
ETNEaton Corp plc$483K0.37%0.00%-1.9%Q4 2025
KOCoca Cola Co$480K0.36%0.00%+0.3%Q4 2025
PEPPepsico Inc$473K0.36%0.00%Not reportedQ4 2025
WMTWalmart Inc.$458K0.35%0.00%+2.0%Q4 2025
Q1 2026Reported May 4, 202680 positions
VRTVertiv Holdings Co$19M17.11%0.02%+0.1%Q4 2025
QQQInvesco QQQ Trust, Series 1$2.61M2.35%Not reported-0.8%Q4 2025
AAPLApple Inc.$2.02M1.82%0.00%-0.3%Q4 2025
MSFTMicrosoft Corp$1.95M1.76%0.00%-1.0%Q4 2025
GPGIGPGI, Inc.$1.66M1.50%0.03%+10.8%Q4 2025
COHRCoherent Corp.$1.48M1.33%0.00%+230.7%Q4 2025
PHParker-Hannifin Corp$1.34M1.21%0.00%-40.7%Q4 2025
NFLXNetflix Inc$1.26M1.14%0.00%+1.0%Q4 2025
WWDWoodward, Inc.$1.14M1.03%0.01%Not reportedQ4 2025
RTXRTX Corp$989K0.89%0.00%+2.9%Q4 2025
TGTTarget Corp$980K0.88%0.00%+0.5%Q4 2025
NVONovo Nordisk A S$974K0.88%Not reported+13.2%Q4 2025
CATCaterpillar Inc$949K0.86%0.00%+3.3%Q4 2025
IAUIshares Gold Trust$907K0.82%0.00%-8.9%Q4 2025
CVXChevron Corp$892K0.80%0.00%-0.2%Q4 2025
YPFYpf Sociedad Anonima$824K0.74%0.00%+1.4%Q4 2025
SPYSPDR S&P 500 ETF Trust$746K0.67%Not reportedNot reportedQ4 2025
AMGNAmgen Inc$736K0.66%0.00%+0.1%Q4 2025
NVDANvidia Corp$713K0.64%0.00%-3.5%Q4 2025
GOOGLAlphabet Inc.$686K0.62%0.00%+1.5%Q4 2025
MRKMerck & Co., Inc.$681K0.61%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$674K0.61%0.00%Not reportedQ4 2025
INTCIntel Corp$657K0.59%0.00%+2.0%Q4 2025
ECLEcolab Inc.$656K0.59%0.00%NewQ1 2026
PDIPIMCO Dynamic Income Fund$650K0.59%Not reported+1.5%Q4 2025
JNJJohnson & Johnson$601K0.54%0.00%+0.1%Q4 2025
NKENIKE, Inc.$595K0.54%0.00%+1.0%Q4 2025
AMEAmetek Inc/$592K0.53%0.00%+2.8%Q4 2025
AMZNAmazon Com Inc$562K0.51%0.00%+3.2%Q4 2025
MUMicron Technology Inc$549K0.50%0.00%-32.9%Q4 2025
UNHUnitedhealth Group Inc$549K0.49%0.00%+0.1%Q4 2025
GLWCorning Inc$542K0.49%0.00%Not reportedQ4 2025
PEPPepsico Inc$541K0.49%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$535K0.48%0.00%Not reportedQ4 2025
BRK.BBerkshire Hathaway Inc$526K0.47%Not reportedNot reportedQ4 2025
LLYELI LILLY & Co$523K0.47%0.00%-1.3%Q4 2025
WMTWalmart Inc.$495K0.45%0.00%-6.0%Q4 2025
VZVerizon Communications Inc$481K0.43%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$476K0.43%0.00%-4.6%Q4 2025
VEEVVeeva Systems Inc$471K0.43%0.00%NewQ1 2026
PGPROCTER & GAMBLE Co$465K0.42%0.00%+0.1%Q4 2025
HDHome Depot, Inc.$458K0.41%0.00%+0.1%Q4 2025
KOCoca Cola Co$448K0.40%0.00%+0.1%Q4 2025
ETNEaton Corp plc$422K0.38%0.00%+2.3%Q4 2025
GEGeneral Electric Co$406K0.37%0.00%Not reportedQ4 2025
NOWServiceNow, Inc.$387K0.35%0.00%+2.8%Q4 2025
IQVIqvia Holdings Inc.$375K0.34%0.00%+3.2%Q4 2025
CSCOCisco Systems, Inc.$369K0.33%0.00%Not reportedQ4 2025
YUMYum Brands Inc$351K0.32%0.00%Not reportedQ4 2025
MELIMercadolibre Inc$349K0.31%0.00%-2.4%Q4 2025
Q4 2025Reported Feb 19, 202675 positions
VRTVertiv Holdings Co$18.2M16.12%0.02%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$2.76M2.45%Not reportedNewQ4 2025
PHParker-Hannifin Corp$2.45M2.17%0.00%NewQ4 2025
GPGIGPGI, Inc.$2.19M1.95%0.07%NewQ4 2025
AAPLApple Inc.$2.18M1.94%0.00%NewQ4 2025
MSFTMicrosoft Corp$2.16M1.92%0.00%NewQ4 2025
WWDWoodward, Inc.$1.18M1.05%0.01%NewQ4 2025
NVONovo Nordisk A S$1.15M1.02%Not reportedNewQ4 2025
IAUIshares Gold Trust$1.06M0.94%0.00%NewQ4 2025
NFLXNetflix Inc$1.04M0.92%0.00%NewQ4 2025
CATCaterpillar Inc$975K0.87%0.00%NewQ4 2025
RTXRTX Corp$969K0.86%0.00%NewQ4 2025
TGTTarget Corp$927K0.82%0.00%NewQ4 2025
MUMicron Technology Inc$913K0.81%0.00%NewQ4 2025
CVXChevron Corp$841K0.75%0.00%NewQ4 2025
NKENIKE, Inc.$823K0.73%0.00%NewQ4 2025
NVDANvidia Corp$799K0.71%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$788K0.70%Not reportedNewQ4 2025
AMGNAmgen Inc$763K0.68%0.00%NewQ4 2025
YPFYpf Sociedad Anonima$715K0.63%0.00%NewQ4 2025
GOOGLAlphabet Inc.$707K0.63%0.00%NewQ4 2025
PDIPIMCO Dynamic Income Fund$697K0.62%Not reportedNewQ4 2025
MRKMerck & Co., Inc.$672K0.60%0.00%NewQ4 2025
COSTCostco Wholesale Corp$661K0.59%0.00%NewQ4 2025
INTCIntel Corp$648K0.57%0.00%NewQ4 2025
AMEAmetek Inc/$620K0.55%0.00%NewQ4 2025
JNJJohnson & Johnson$593K0.53%0.00%NewQ4 2025
PEPPepsico Inc$591K0.52%0.00%NewQ4 2025
LLYELI LILLY & Co$564K0.50%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$563K0.50%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$558K0.50%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$550K0.49%Not reportedNewQ4 2025
AVGOBroadcom Inc.$546K0.48%0.00%NewQ4 2025
WMTWalmart Inc.$544K0.48%0.00%NewQ4 2025
HDHome Depot, Inc.$543K0.48%0.00%NewQ4 2025
AMZNAmazon Com Inc$528K0.47%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$516K0.46%0.00%NewQ4 2025
GLWCorning Inc$506K0.45%0.00%NewQ4 2025
VZVerizon Communications Inc$477K0.42%0.00%NewQ4 2025
KOCoca Cola Co$463K0.41%0.00%NewQ4 2025
ETNEaton Corp plc$447K0.40%0.00%NewQ4 2025
GEGeneral Electric Co$435K0.39%0.00%NewQ4 2025
MELIMercadolibre Inc$420K0.37%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$405K0.36%0.00%NewQ4 2025
COHRCoherent Corp.$404K0.36%0.00%NewQ4 2025
GOOGAlphabet Inc.$395K0.35%Not reportedNewQ4 2025
DEDeere & Co$384K0.34%0.00%NewQ4 2025
ACMRACM Research, Inc.$376K0.33%0.01%NewQ4 2025
IQVIqvia Holdings Inc.$373K0.33%0.00%NewQ4 2025
METAMeta Platforms, Inc.$365K0.32%Not reportedNewQ4 2025
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