account_balance
Investment manager · 13F filer · SEC CIK 1905218
RK Capital Management, LLC
Reported value$1.84Bas of Jun 30, 2026
Positions21 14 new, 16 sold out
Top 10 weight99.4%NVDA alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
29.0%New
AMZNAmazon.com Inc
22.7%New
SNDKSandisk Corp
13.4%New
GOOGAlphabet Inc.
10.9%New
MSFTMicrosoft Corp
7.5%New
MRVLMarvell Technology, Inc.
6.0%New
AVGOBroadcom Inc.
5.0%New
ORCLOracle Corp
4.3%New
NVDANVIDIA Corp
29.0%New
AMZNAmazon.com Inc
22.7%New
SNDKSandisk Corp
13.4%New
GOOGAlphabet Inc.
10.9%New
MSFTMicrosoft Corp
7.5%
MRVL6.0%AVGO5.0%ORCL4.3%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
NVDA NVIDIA Corp 29.0% NewAMZN Amazon.com Inc 22.7% NewSNDK Sandisk Corp 13.4% NewGOOG Alphabet Inc. 10.9% NewMSFT Microsoft Corp 7.5% NewMRVL Marvell Technology, Inc. 6.0% NewAVGO Broadcom Inc. 5.0% NewORCL Oracle Corp 4.3% NewMU Micron Technology Inc 0.3% NewTSLA Tesla, Inc. 0.2% New
XOVR Entrepreneurshares Series Tr 0.2% New
QXO QXO, Inc. 0.2% NewWhat changed
Biggest moves since Mar 31, 2026
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