account_balance
Investment manager · 13F filer · SEC CIK 2108411
Intercapital, LLC
Reported value$228Mas of Jun 30, 2026
Positions64 25 new, 27 sold out
Top 10 weight57.1%MSFT alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.8%Added +79%
RDDTReddit, Inc.
6.8%Trimmed −10%
AMZNAmazon.com Inc
6.7%Added +8%
CRDOCredo Technology Group Holding Ltd
6.6%Added +174%
AFRMAffirm Holdings, Inc.
5.6%Trimmed −33%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.1%Added +62%
AVGOBroadcom Inc.
4.6%Added +51%
COMPCompass, Inc.
4.5%Trimmed −5%
DAVEDave Inc.
4.3%Trimmed −34%
NVDANVIDIA Corp
4.2%Added +287%
DELLDell Technologies Inc.
3.7%New
SESea Ltd
3.0%
MSFTMicrosoft Corp
8.8%+79%
RDDTReddit, Inc.
6.8%
AMZNAmazon.com Inc
6.7%
CRDOCredo Technology Group Holding Ltd
6.6%
AFRMAffirm Holdings, Inc.
5.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.1%+62%
AVGOBroadcom Inc.
4.6%
COMPCompass, Inc.
4.5%
DAVEDave Inc.
4.3%
NVDA4.2%DELL3.7%SEBoxes 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
MSFT Microsoft Corp 8.8% Added +79%RDDT Reddit, Inc. 6.8% Trimmed −10%AMZN Amazon.com Inc 6.7% Added +8%CRDO Credo Technology Group Holding Ltd 6.6% Added +174%AFRM Affirm Holdings, Inc. 5.6% Trimmed −33%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.1% Added +62%AVGO Broadcom Inc. 4.6% Added +51%COMP Compass, Inc. 4.5% Trimmed −5%DAVE Dave Inc. 4.3% Trimmed −34%NVDA NVIDIA Corp 4.2% Added +287%DELL Dell Technologies Inc. 3.7% NewSE Sea Ltd 3.0% Held
What changed
Biggest moves since Mar 31, 2026
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