Lhm
Lhm reported 24 stocks worth $293M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (42.8%), MRVL (4.5%) and KRNT (4.0%). Compared with Q1 2026, the fund opened new positions in ALAB and TSM, added to VTI, KRNT and XPEL and trimmed MRVL, TTWO and PYLD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $126M | 42.8% | 339K | +2,440 (+1%) | 8 of 8 | |
| 2 |  MRVL Marvell Technology Inc | $13.3M | 4.5% | 45K | −55K (−55%) | 5 of 8 | |
| 3 |  KRNT Kornit Digital Ltd | $11.7M | 4.0% | 719K | +26K (+4%) | 8 of 8 | |
| 4 |  TTWO Take Two Interactive Softwar | $11.3M | 3.9% | 45K | −3,363 (−7%) | 6 of 8 | |
| 5 |  PYLD Pimco ETF TR | $10.9M | 3.7% | 413K | −25K (−6%) | 8 of 8 | |
| 6 |  BINC Blackrock ETF Trust II | $10.9M | 3.7% | 207K | −13K (−6%) | 8 of 8 | |
| 7 |  XPEL Xpel Inc | $10.1M | 3.4% | 203K | +12K (+6%) | 7 of 8 | |
| 8 |  IPGP Ipg Photonics Corp | $10.1M | 3.4% | 86K | +16K (+23%) | 8 of 8 | |
| 9 |  XBI Spdr Series Trust | $9.3M | 3.2% | 59K | −15K (−21%) | 8 of 8 | |
| 10 |  TXN Texas Instrs Inc | $9.1M | 3.1% | 31K | +366 (+1%) | 4 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.
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 | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lhm 13F FAQ
What does Lhm own?
Lhm reported 24 stocks worth $293M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (42.8%), MRVL (4.5%) and KRNT (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lhm buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 8 added to, 9 trimmed and 0 sold out. New positions include ALAB and TSM.
When will Lhm 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 Lhm'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.