First Growth Capital LLC
Top Portfolio Positions
77 positions ·
$63,700,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
73,156 | $18,331,430 | 28.78% | |
| MSFT |
Microsoft Corp
Technology
|
7,292 | $2,699,279 | 4.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,464 | $2,576,531 | 4.04% | |
| AAPL |
Apple Inc.
Technology
|
7,887 | $2,001,641 | 3.14% | |
| GPGI |
GPGI, Inc.
Industrials
|
97,223 | $1,662,513 | 2.61% | |
| COHR |
Coherent Corp.
Technology
|
5,973 | $1,422,828 | 2.23% | |
| PH |
Parker-Hannifin Corp
Industrials
|
1,458 | $1,305,259 | 2.05% | |
| NFLX |
Netflix Inc
Communication Services
|
13,189 | $1,268,122 | 1.99% | |
| WWD |
Woodward, Inc.
Industrials
|
3,029 | $1,084,139 | 1.70% | |
| TGT |
Target Corp
Consumer Defensive
|
8,133 | $985,719 | 1.55% |
Portfolio Trend
Holdings in GPGI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,662,513 | 97,223 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,691,762 | 87,747 | Shares | Sole | 2026-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||