account_balance
Investment manager · 13F filer · SEC CIK 1661762
Oak Grove Capital LLC
Reported value$1.68Bas of Sep 30, 2026
Positions104 11 new, 4 sold out
Top 10 weight61.8%MU alone is 23%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
22.8%Added +35%
NVDANVIDIA Corp
13.6%Added +19%
NBISNebius Group N.V.
6.0%Added +51%
AMDAdvanced Micro Devices Inc
5.8%Added +40%
LLYELI Lilly & Co
2.7%
CRWDCrowdStrike Holdings, Inc.
2.5%
COHRCoherent Corp.
2.3%Added +6%
BEPBrookfield Renewable Partners L.P.
2.0%Added +72%
GOOGLAlphabet Inc.
2.0%Added +12%
AAPLApple Inc.
1.9%
DUKDuke Energy CORP
1.9%
VST1.9%MUMicron Technology Inc
22.8%Added +35%
NVDANVIDIA Corp
13.6%+19%
NBISNebius Group N.V.
6.0%Added +51%
AMDAdvanced Micro Devices Inc
5.8%Added +40%
LLY2.7%CRWD2.5%COHR2.3%BEPAAPLDUKVSTBoxes 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
MU Micron Technology Inc 22.8% Added +35%NVDA NVIDIA Corp 13.6% Added +19%NBIS Nebius Group N.V. 6.0% Added +51%AMD Advanced Micro Devices Inc 5.8% Added +40%LLY ELI Lilly & Co 2.7% Added +61%CRWD CrowdStrike Holdings, Inc. 2.5% HeldCOHR Coherent Corp. 2.3% Added +6%BEP Brookfield Renewable Partners L.P. 2.0% Added +72%GOOGL Alphabet Inc. 2.0% Added +12%AAPL Apple Inc. 1.9% Added +13%DUK Duke Energy CORP 1.9% Added +31%VST Vistra Corp. 1.9% Added +13%
What changed
Biggest moves since Jun 30, 2026
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