Oak Grove Capital LLC
Top Portfolio Positions
69 positions ·
$1,162,060,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,834,793 | $319,987,899 | 27.54% |
| MU |
Micron Technology Inc
Technology
|
905,740 | $305,995,201 | 26.33% |
| NBIS |
Nebius Group N.V.
Communication Services
|
715,316 | $74,221,188 | 6.39% |
| AMD |
Advanced Micro Devices Inc
Technology
|
309,277 | $62,916,220 | 5.41% |
| COHR |
Coherent Corp.
Technology
|
170,605 | $40,639,817 | 3.50% |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,389 | $24,554,460 | 2.11% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
563,809 | $22,817,350 | 1.96% |
| NFLX |
Netflix Inc
Communication Services
|
234,820 | $22,577,943 | 1.94% |
| VRT |
Vertiv Holdings Co
Industrials
|
84,555 | $21,187,791 | 1.82% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
19,573 | $19,503,124 | 1.68% |
Portfolio Trend
Holdings in BEP
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,256,640 | 38,500 | Shares | Sole | 2026-05-13 | |
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