account_balance
Investment manager · 13F filer · SEC CIK 2018412
Vann Equity Management LLC
Reported value$168Mas of Sep 30, 2026
Positions174 21 new, 15 sold out
Top 10 weight37.3%NVDA alone is 9%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.5%
MSFTMicrosoft Corp
5.0%Trimmed −7%
AAPLApple Inc.
4.7%Trimmed −9%
GOOGLAlphabet Inc.
4.5%
AMZNAmazon.com Inc
3.7%Added +3%
AVGOBroadcom Inc.
2.8%
METAMeta Platforms, Inc.
2.2%
PANWPalo Alto Networks Inc
2.0%
MUMicron Technology Inc
2.0%+14%
LLYELI Lilly & Co
1.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.3%
JPMJPMorgan Chase & Co
1.2%+23%
NVDANVIDIA Corp
8.5%
MSFTMicrosoft Corp
5.0%−7%
AAPLApple Inc.
4.7%−9%
GOOGLAlphabet Inc.
4.5%
AMZNAmazon.com Inc
3.7%+3%
AVGOBroadcom Inc.
2.8%
METAMeta Platforms, Inc.
2.2%
PANWPalo Alto Networks Inc
2.0%
MU2.0%LLY1.9%TSM1.3%JPM1.2%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 8.5% HeldMSFT Microsoft Corp 5.0% Trimmed −7%AAPL Apple Inc. 4.7% Trimmed −9%GOOGL Alphabet Inc. 4.5% HeldAMZN Amazon.com Inc 3.7% Added +3%AVGO Broadcom Inc. 2.8% HeldMETA Meta Platforms, Inc. 2.2% HeldPANW Palo Alto Networks Inc 2.0% HeldMU Micron Technology Inc 2.0% Added +14%LLY ELI Lilly & Co 1.9% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 1.3% HeldJPM JPMorgan Chase & Co 1.2% Added +23%
What changed
Biggest moves since Jun 30, 2026
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