account_balance
Investment manager · 13F filer · SEC CIK 2137428
Positano Wealth Management Ltd
Reported value$203Mas of Sep 30, 2026
Positions24 2 new, 2 sold out
Top 10 weight94.5%NVDA alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
15.0%Added +3%
GOOGLAlphabet Inc.
14.3%Added +12%
MSFTMicrosoft Corp
13.6%Trimmed −3%
MUMicron Technology Inc
12.2%
CBChubb Ltd
9.9%Added +9%
VVisa Inc.
9.8%Trimmed −3%
CRMSalesforce, Inc.
5.7%Trimmed −8%
HPEHewlett Packard Enterprise Co
5.5%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.7%Added +3%
MARMarriott International Inc
3.8%
METAMeta Platforms, Inc.
1.3%
AVGO1.2%NVDANVIDIA Corp
15.0%Added +3%
GOOGLAlphabet Inc.
14.3%Added +12%
MSFTMicrosoft Corp
13.6%−3%
MUMicron Technology Inc
12.2%
CBChubb Ltd
9.9%
VVisa Inc.
9.8%
CRMSalesforce, Inc.
5.7%
HPEHewlett Packard Enterprise Co
5.5%
TSM4.7%MAR3.8%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 15.0% Added +3%GOOGL Alphabet Inc. 14.3% Added +12%MSFT Microsoft Corp 13.6% Trimmed −3%MU Micron Technology Inc 12.2% HeldCB Chubb Ltd 9.9% Added +9%V Visa Inc. 9.8% Trimmed −3%CRM Salesforce, Inc. 5.7% Trimmed −8%HPE Hewlett Packard Enterprise Co 5.5% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.7% Added +3%MAR Marriott International Inc 3.8% HeldMETA Meta Platforms, Inc. 1.3% Added +431%AVGO Broadcom Inc. 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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