account_balance
Investment manager · 13F filer · SEC CIK 1910179
Ghe, LLC
Reported value$265Mas of Jun 30, 2026
Positions57 4 new, 1 sold out
Top 10 weight74.0%NVDA alone is 55%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
54.9%Trimmed −3%
PCNPimco Corporate & Income
3.1%Trimmed −9%
MPCMarathon Pete Corp
2.7%Trimmed −96%
MCOMoodys Corp
2.4%Trimmed −52%
AXPAmerican Express Co
2.1%Added +202%
Arista Networks Inc
2.0%Added +42%
COSTCostco WHSL Corp New
1.9%Trimmed −60%
PGRProgressive Corp Oh
1.7%Added +11%
SPGIS&P Global Inc
1.7%Trimmed −46%
LOW1.6%ADBE1.6%QCOM1.3%NVDANvidia Corp
54.9%Trimmed −3%
PCN3.1%MPC2.7%MCO2.4%AXP2.1%Arista Networks Inc2.0%
COST1.9%PGR1.7%SPGI1.7%LOWADBEQCOMBoxes 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 54.9% Trimmed −3%PCN Pimco Corporate & Income 3.1% Trimmed −9%MPC Marathon Pete Corp 2.7% Trimmed −96%MCO Moodys Corp 2.4% Trimmed −52%AXP American Express Co 2.1% Added +202%
Arista Networks Inc 2.0% Added +42%
COST Costco WHSL Corp New 1.9% Trimmed −60%PGR Progressive Corp Oh 1.7% Added +11%SPGI S&P Global Inc 1.7% Trimmed −46%LOW Lowes Cos Inc 1.6% Added +74%ADBE Adobe Inc 1.6% Added +21%QCOM Qualcomm Inc 1.3% HeldWhat changed