Oak Grove Capital LLC
Top Portfolio Positions
70 positions ·
$1,153,093,067 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,834,793 | $319,987,899 | 27.75% | |
| MU |
Micron Technology Inc
Technology
|
905,740 | $305,995,201 | 26.54% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
715,316 | $74,221,188 | 6.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
309,277 | $62,916,220 | 5.46% | |
| COHR |
Coherent Corp.
Technology
|
170,605 | $40,639,817 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,389 | $24,554,460 | 2.13% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
563,809 | $22,817,350 | 1.98% | |
| NFLX |
Netflix Inc
Communication Services
|
234,820 | $22,577,943 | 1.96% | |
| VRT |
Vertiv Holdings Co
Industrials
|
84,555 | $21,187,791 | 1.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
19,573 | $19,503,124 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIPC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,861,104 | 97,700 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||