Institutions / Henshaw Capital LLC
Henshaw Capital LLC
CIK 2131483 · Institution · as of Jun 30, 2026
Portfolio value
$3.07B
Positions
160
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$3.07B+13.9%Positions
160+0.0%Top holdings
Jun 30, 2026View all 160 →
| Company | Value | % of portfolio |
|---|---|---|
| Nvidia Corp | $206.90M | 6.7% |
| Apple Inc. | $182.77M | 5.9% |
| ELI LILLY & Co | $140.54M | 4.6% |
| Applied Materials Inc /De | $123.85M | 4.0% |
| JPMorgan Chase & Co | $108.86M | 3.5% |
| Alphabet Inc. | $100.06M | 3.3% |
| Alphabet Inc. | $99.19M | 3.2% |
| General Electric Co | $92.69M | 3.0% |
| iShares, Inc. | $88.15M | 2.9% |
| Palo Alto Networks Inc | $81.03M | 2.6% |
| Amazon Com Inc | $77.61M | 2.5% |
| Ge Vernova Inc | $72.84M | 2.4% |
| Marvell Technology, Inc. |
Activity
Jun 30, 2026
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 42 quarters of holdings.