account_balance

Investment manager · 13F filer · SEC CIK 2131483

Henshaw Capital LLC

Reported value$3.23Bas of Sep 30, 2026
Positions107 2 new, 55 sold out
Top 10 weight42.5%NVDA alone is 7%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 7.2% HeldAAPL Apple Inc. 6.5% Held
VEA Vanguard Tax-Managed FDS 5.0% New
AMZN Amazon.com Inc 4.4% Added +76%LLY ELI Lilly & Co 4.2% HeldJPM JPMorgan Chase & Co 3.4% HeldGOOGL Alphabet Inc. 3.0% HeldGOOG Alphabet Inc. 3.0% HeldMSFT Microsoft Corp 2.9% HeldPANW Palo Alto Networks Inc 2.9% HeldAMAT Applied Materials Inc 2.7% Held
EUSA iShares Inc 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • VEA $160M
  • ING $683K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist