Timbuktu Capital Management, LLC
$66.5M
108
40.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $9.13M | 13.73% | Not reported | New | Q2 2026 |
 SPY | $7.55M | 11.36% | Not reported | New | Q2 2026 |
| DIA | $4.58M | 6.88% | Not reported | New | Q2 2026 |
 BSVN | $1.65M | 2.48% | 0.22% | New | Q2 2026 |
 BRK.B | $1.43M | 2.15% | Not reported | New | Q2 2026 |
 VOT | $603K | 0.91% | Not reported | New | Q2 2026 |
 AMZN | $540K | 0.81% | 0.00% | New | Q2 2026 |
 AAPL | $453K | 0.68% | 0.00% | New | Q2 2026 |
| GLD | $441K | 0.66% | 0.00% | New | Q2 2026 |
 ZM | $423K | 0.64% | Not reported | New | Q2 2026 |
| VYM | $376K | 0.57% | Not reported | New | Q2 2026 |
 MSFT | $310K | 0.47% | 0.00% | New | Q2 2026 |
 BA | $282K | 0.42% | 0.00% | New | Q2 2026 |
 INTC | $279K | 0.42% | 0.00% | New | Q2 2026 |
 JNJ | $264K | 0.40% | 0.00% | New | Q2 2026 |
 AKAM | $244K | 0.37% | 0.00% | New | Q2 2026 |
 NFLX | $242K | 0.36% | 0.00% | New | Q2 2026 |
 GOOGL | $215K | 0.32% | 0.00% | New | Q2 2026 |
 CAT | $213K | 0.32% | 0.00% | New | Q2 2026 |
 WMT | $193K | 0.29% | 0.00% | New | Q2 2026 |
 HD | $152K | 0.23% | 0.00% | New | Q2 2026 |
 COST | $150K | 0.23% | 0.00% | New | Q2 2026 |
 OSK | $144K | 0.22% | 0.00% | New | Q2 2026 |
 GE | $140K | 0.21% | 0.00% | New | Q2 2026 |
 UNH | $125K | 0.19% | 0.00% | New | Q2 2026 |
 IBM | $124K | 0.19% | 0.00% | New | Q2 2026 |
 T | $122K | 0.18% | 0.00% | New | Q2 2026 |
 EPD | $118K | 0.18% | 0.00% | New | Q2 2026 |
 VZ | $116K | 0.18% | 0.00% | New | Q2 2026 |
 COIN | $113K | 0.17% | 0.00% | New | Q2 2026 |
 XYZ | $111K | 0.17% | Not reported | New | Q2 2026 |
 MAS | $110K | 0.17% | 0.00% | New | Q2 2026 |
 GEV | $109K | 0.16% | 0.00% | New | Q2 2026 |
 CRM | $105K | 0.16% | 0.00% | New | Q2 2026 |
 OXY | $101K | 0.15% | 0.00% | New | Q2 2026 |
 DIS | $96.3K | 0.14% | 0.00% | New | Q2 2026 |
 ORCL | $87.9K | 0.13% | 0.00% | New | Q2 2026 |
 CFG | $81.5K | 0.12% | 0.00% | New | Q2 2026 |
 LRCX | $76.9K | 0.12% | 0.00% | New | Q2 2026 |
 PG | $66K | 0.10% | 0.00% | New | Q2 2026 |
 NVS | $62.7K | 0.09% | 0.00% | New | Q2 2026 |
 PEP | $62.3K | 0.09% | 0.00% | New | Q2 2026 |
 GM | $61.7K | 0.09% | 0.00% | New | Q2 2026 |
 ED | $59.1K | 0.09% | 0.00% | New | Q2 2026 |
 ES | $58.5K | 0.09% | 0.00% | New | Q2 2026 |
 BAC | $57K | 0.09% | 0.00% | New | Q2 2026 |
 REGN | $53K | 0.08% | 0.00% | New | Q2 2026 |
 JPM | $50.1K | 0.08% | 0.00% | New | Q2 2026 |
| GOOG | $45.9K | 0.07% | Not reported | New | Q2 2026 |
 IBIT | $43.3K | 0.07% | 0.00% | New | Q2 2026 |