REGATTA CAPITAL GROUP, LLC
Top Portfolio Positions
140 positions ·
$249,085,605 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,009 | $31,472,244 | 12.64% |
| GOOGL |
Alphabet Inc.
Communication Services
|
75,029 | $21,575,339 | 8.66% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
70,035 | $14,586,189 | 5.86% |
| META |
Meta Platforms, Inc.
Communication Services
|
21,622 | $12,370,594 | 4.97% |
| NVDA |
Nvidia Corp
Technology
|
62,428 | $10,887,443 | 4.37% |
| MSFT |
Microsoft Corp
Technology
|
25,571 | $9,465,617 | 3.80% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
24,218 | $7,123,966 | 2.86% |
| AVGO |
Broadcom Inc.
Technology
|
19,874 | $6,151,201 | 2.47% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,023 | $6,001,497 | 2.41% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,707 | $4,723,827 | 1.90% |
Holdings in T
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,910,914 | 100,411 | Shares | Sole | 2026-04-15 | |
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