account_balance
Investment manager · 13F filer · SEC CIK 1527488
Tobam
Reported value$244Mas of Sep 30, 2026
Positions263 38 new, 33 sold out
Top 10 weight32.1%MSTR alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSTRStrategy Inc
6.4%Added +66%
NVDANVIDIA Corp
4.4%Trimmed −28%
AAPLApple Inc.
4.1%Trimmed −2%
MSFTMicrosoft Corp
3.9%
AVGOBroadcom Inc.
2.8%
GOOGLAlphabet Inc.
2.6%Trimmed −46%
METAMeta Platforms, Inc.
2.5%Added +1091%
TSLATesla, Inc.
2.1%
AMDAdvanced Micro Devices Inc
1.8%Trimmed −6%
JNJJohnson & Johnson
1.5%−53%
LLYELI Lilly & Co
1.5%−37%
VVisa Inc.
1.4%−10%
MSTRStrategy Inc
6.4%Added +66%
NVDANVIDIA Corp
4.4%Trimmed −28%
AAPLApple Inc.
4.1%
MSFTMicrosoft Corp
3.9%
AVGOBroadcom Inc.
2.8%
GOOGLAlphabet Inc.
2.6%
METAMeta Platforms, Inc.
2.5%
TSLATesla, Inc.
2.1%
AMD1.8%JNJLLY1.5%V1.4%Boxes 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
MSTR Strategy Inc 6.4% Added +66%NVDA NVIDIA Corp 4.4% Trimmed −28%AAPL Apple Inc. 4.1% Trimmed −2%MSFT Microsoft Corp 3.9% HeldAVGO Broadcom Inc. 2.8% HeldGOOGL Alphabet Inc. 2.6% Trimmed −46%META Meta Platforms, Inc. 2.5% Added +1091%TSLA Tesla, Inc. 2.1% HeldAMD Advanced Micro Devices Inc 1.8% Trimmed −6%JNJ Johnson & Johnson 1.5% Trimmed −53%LLY ELI Lilly & Co 1.5% Trimmed −37%V Visa Inc. 1.4% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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