account_balance
Investment manager · 13F filer · SEC CIK 1399706
South Street Advisors LLC
Reported value$761Mas of Sep 30, 2026
Positions85 4 new, 3 sold out
Top 10 weight48.9%NVDA alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.0%
APHAmphenol Corp
5.8%
AAPLApple Inc.
5.2%
GOOGLAlphabet Inc.
5.1%
PWRQuanta Services, Inc.
4.4%
LLYELI Lilly & Co
4.1%
MUMicron Technology Inc
4.0%
ONTOOnto Innovation Inc.
3.6%
HALOHalozyme Therapeutics, Inc.
3.5%
HWMHowmet Aerospace Inc.
3.3%
USFDUS Foods Holding Corp.
3.2%
EXELExelixis, Inc.
3.1%
NVDANVIDIA Corp
10.0%
APHAmphenol Corp
5.8%
AAPLApple Inc.
5.2%
GOOGLAlphabet Inc.
5.1%
PWRQuanta Services, Inc.
4.4%
LLYELI Lilly & Co
4.1%
MUMicron Technology Inc
4.0%
ONTOOnto Innovation Inc.
3.6%
HALOHalozyme Therapeutics, Inc.
3.5%
HWM3.3%USFD3.2%EXELBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.0% HeldAPH Amphenol Corp 5.8% HeldAAPL Apple Inc. 5.2% HeldGOOGL Alphabet Inc. 5.1% HeldPWR Quanta Services, Inc. 4.4% HeldLLY ELI Lilly & Co 4.1% HeldMU Micron Technology Inc 4.0% HeldONTO Onto Innovation Inc. 3.6% HeldHALO Halozyme Therapeutics, Inc. 3.5% HeldHWM Howmet Aerospace Inc. 3.3% HeldUSFD US Foods Holding Corp. 3.2% HeldEXEL Exelixis, Inc. 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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