account_balance
Investment manager · 13F filer · SEC CIK 1693672
Share Andrew L.
Reported value$136Mas of Sep 30, 2026
Positions52 33 new, 0 sold out
Top 10 weight88.9%EQT alone is 68%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EQTEQT Corp
68.3%
NPWRNet Power Inc.
10.7%
NVDANVIDIA Corp
2.3%New
AAPLApple Inc.
1.9%
MSFTMicrosoft Corp
1.7%
GOOGL1.1%NPWRWS
AMZNMETA0.7%CRK0.7%GOOGAMDBoxes 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
EQT EQT Corp 68.3% HeldNPWR Net Power Inc. 10.7% HeldNVDA NVIDIA Corp 2.3% NewAAPL Apple Inc. 1.9% NewMSFT Microsoft Corp 1.7% Added +664%GOOGL Alphabet Inc. 1.1% New
NPWRWS Net Power Inc Warrant 0.8% Held
AMZN Amazon.com Inc 0.7% NewMETA Meta Platforms, Inc. 0.7% NewCRK Comstock Resources Inc 0.7% HeldGOOG Alphabet Inc. 0.5% NewAMD Advanced Micro Devices Inc 0.5% NewWhat changed
Biggest moves since Jun 30, 2026
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