Bay Rivers Group
Bay Rivers Group reported 125 stocks worth $293M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are AAPL (6.4%), NVDA (5.9%) and AVGO (5.9%). Compared with Q1 2026, the fund opened new positions in XLP, VXUS and RDDT, added to BINC, USMV and SPY, trimmed AAPL, NVDA and AVGO and sold out of VNQ, CRM and NOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $18.6M | 6.4% | 64K | −90 (−0%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $17.3M | 5.9% | 86K | −1,861 (−2%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $17.1M | 5.9% | 45K | −1,101 (−2%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $13.8M | 4.7% | 24K | −1,563 (−6%) | 8 of 8 | |
| 5 |  BINC Blackrock ETF Trust II | $11.6M | 4.0% | 221K | +15K (+7%) | 6 of 8 | |
| 6 |  USMV Ishares TR | $10.4M | 3.5% | 107K | +1,863 (+2%) | 8 of 8 | |
| 7 |  LRCX Lam Research Corp | $10M | 3.4% | 23K | −969 (−4%) | 7 of 8 | |
| 8 |  GOOGL Alphabet Inc | $9.3M | 3.2% | 26K | −186 (−1%) | 8 of 8 | |
| 9 |  SMH Vaneck ETF Trust | $8.6M | 3.0% | 13K | −2,800 (−18%) | 8 of 8 | |
| 10 |  QQQ Invesco Qqq TR | $8.6M | 2.9% | 12K | −1,195 (−9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VNQ Vanguard Index Fds | $2.3M | 26K |
 CRM Salesforce Inc | $1.5M | 8,205 |
 NOW Servicenow Inc | $1.2M | 12K |
 GCT Gigacloud Technology Inc | $274K | 6,037 |
 ADBE Adobe Inc | $208K | 857 |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 VRTX Vertex Pharmaceuticals I | Put | $397K | 800 | +800 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 9, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bay Rivers Group 13F FAQ
What does Bay Rivers Group own?
Bay Rivers Group reported 125 stocks worth $293M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are AAPL (6.4%), NVDA (5.9%) and AVGO (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Bay Rivers Group buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 58 added to, 31 trimmed and 6 sold out. New positions include XLP, VXUS and RDDT. It sold all of VNQ, CRM and NOW.
When will Bay Rivers Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bay Rivers Group's portfolio worth?
The Q2 2026 filing reports $293M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.