Institutions / Goldstream Capital Management Ltd

Goldstream Capital Management Ltd

CIK 1872787 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$243.04M
Positions
52
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$37.76M202,45915.5%
Microsoft Corpโ€”$25.05M51,80310.3%
Alphabet Inc.โ€”$24.49M78,04110.1%
Apple Inc.โ€”$24.17M88,9009.9%
Amazon.com Incโ€”$17.25M74,7517.1%
Meta Platforms Incโ€”$15.74M23,8426.5%
Broadcom Inc.โ€”$13.45M38,8715.5%
Tesla Incโ€”$12.36M27,4875.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$11.31M37,2234.7%
Invesco Qqq Trโ€”$8.88M14,4523.7%
CrowdStrike Holdings, Inc.โ€”$6.56M14,0052.7%
MongoDB, Inc.โ€”$3.87M9,2141.6%
Lumentum Hldgs Incโ€”$3.85M10,4521.6%
Lam Research Corpโ€”$3.07M17,9081.3%
Ciena Corpโ€”$3.05M13,0611.3%
GE Vernova Inc.โ€”$2.88M4,4091.2%
Cloudflare, Inc.โ€”$2.88M14,6001.2%
Vertiv Holdings Coโ€”$2.68M16,5441.1%
Celestica IncCLSCommon Stock$2.68M9,0621.1%
Datadog, Inc.โ€”$1.93M14,1860.8%
Snowflake Inc.โ€”$1.92M8,7500.8%
Sandisk Corpโ€”$1.54M6,5070.6%
Seagate Technology Holdings PLCโ€”$1.44M5,2250.6%
JPMorgan Chase & Coโ€”$1.24M3,8410.5%
SPDR S&P 500 ETF Trโ€”$1.18M1,7320.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.