account_balance
Investment manager · 13F filer · SEC CIK 2112081
First Growth Capital LLC
Follow First Growth Capital
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$123Mas of Sep 30, 2026
Positions134 9 new, 11 sold out
Top 10 weight37.8%VRT alone is 14%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
14.2%
IVViShares Tr
8.3%
SCHXSchwab Strategic Tr
2.5%
QQQInvesco QQQ Tr
2.1%
SCHASchwab Strategic Tr
2.1%Trimmed −10%
RECSColumbia ETF Tr I
2.1%Added +3%
MSFTMicrosoft Corp
1.9%
AAPLApple Inc.
1.6%
VTIVanguard Index FDS
1.4%
BINCBlackRock ETF Trust II
1.4%
SCHDSchwab Strategic Tr
1.4%
VRTVertiv Holdings Co
14.2%
IVViShares Tr
8.3%
SCHXSchwab Strategic Tr
2.5%
QQQInvesco QQQ Tr
2.1%
SCHA2.1%
RECS2.1%
MSFT1.9%AAPL1.6%VTI1.4%
BINC1.4%
SCHD1.4%
COHR1.2%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
VRT Vertiv Holdings Co 14.2% Held
IVV iShares Tr 8.3% Held
SCHX Schwab Strategic Tr 2.5% Held
QQQ Invesco QQQ Tr 2.1% Held
SCHA Schwab Strategic Tr 2.1% Trimmed −10%
RECS Columbia ETF Tr I 2.1% Added +3%
MSFT Microsoft Corp 1.9% HeldAAPL Apple Inc. 1.6% HeldVTI Vanguard Index FDS 1.4% Held
BINC BlackRock ETF Trust II 1.4% Added +8%
SCHD Schwab Strategic Tr 1.4% Trimmed −9%
COHR Coherent Corp. 1.2% Added +40%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.