account_balance
Investment manager · 13F filer · SEC CIK 2150482
IKE Capital, LLC
Reported value$190Mas of Sep 30, 2026
Positions90 29 new, 14 sold out
Top 10 weight50.5%NVDA alone is 19%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
18.7%Added +439%
GOOGAlphabet Inc.
5.5%Added +14%
MSFTMicrosoft Corp
5.2%Added +13%
AMZNAmazon.com Inc
4.7%Added +42%
AAPLApple Inc.
4.4%Added +37%
AMATApplied Materials Inc
2.9%Trimmed −14%
GOOGLAlphabet Inc.
2.8%
METAMeta Platforms, Inc.
2.4%Added +161%
NFLXNetflix Inc
2.0%+146%
MAMastercard Inc
1.9%Added +134%
BEBloom Energy Corp
1.9%New
NOWServiceNow, Inc.
1.9%
NVDANVIDIA Corp
18.7%Added +439%
GOOGAlphabet Inc.
5.5%
MSFTMicrosoft Corp
5.2%
AMZNAmazon.com Inc
4.7%+42%
AAPLApple Inc.
4.4%+37%
AMATApplied Materials Inc
2.9%
GOOGLAlphabet Inc.
2.8%
METAMeta Platforms, Inc.
2.4%
NFLXMA1.9%BE1.9%NOWBoxes 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 18.7% Added +439%GOOG Alphabet Inc. 5.5% Added +14%MSFT Microsoft Corp 5.2% Added +13%AMZN Amazon.com Inc 4.7% Added +42%AAPL Apple Inc. 4.4% Added +37%AMAT Applied Materials Inc 2.9% Trimmed −14%GOOGL Alphabet Inc. 2.8% HeldMETA Meta Platforms, Inc. 2.4% Added +161%NFLX Netflix Inc 2.0% Added +146%MA Mastercard Inc 1.9% Added +134%BE Bloom Energy Corp 1.9% NewNOW ServiceNow, Inc. 1.9% Added +252%
What changed
Biggest moves since Dec 31, 2025
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