Main Street Research
Main Street Research reported 140 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (6.0%), MU (5.9%) and AAPL (5.5%). Compared with Q1 2026, the fund opened new positions in ROST, FTI and HUT, added to NVDA, AAPL and GOOGL, trimmed MU, EWY and PG and sold out of GLDM, IBIT and DIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $126M | 6.0% | 630K | +9,277 (+1%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $125M | 5.9% | 109K | −473 (−0%) | 6 of 8 | |
| 3 |  AAPL Apple Inc | $118M | 5.5% | 406K | +2,551 (+1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $113M | 5.3% | 317K | +5,161 (+2%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $109M | 5.2% | 228K | +5,270 (+2%) | 8 of 8 | |
| 6 |  GLW Corning Inc | $101M | 4.8% | 394K | +6,340 (+2%) | 2 of 8 | |
| 7 |  XBI Spdr Series Trust | $91.3M | 4.3% | 577K | +9,275 (+2%) | 3 of 8 | |
| 8 |  ISCF Ishares International Smallcap Equity Factor ETF | $87.8M | 4.1% | 2M | +69K (+4%) | 4 of 8 | |
| 9 |  ASML Asml Holding N V | $84.3M | 4.0% | 42K | +709 (+2%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $80.8M | 3.8% | 214K | +1,439 (+1%) | 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 |
|---|---|---|
 GLDM World Gold TR | $43.5M | 469K |
 IBIT Ishares Bitcoin Trust ETF | $7.5M | 196K |
 DIS Disney Walt Co | $1M | 11K |
 GLD Spdr Gold TR | $777K | 1,806 |
 ISRG Intuitive Surgical Inc | $387K | 839 |
🔒 Free account: see all 21.
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 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Main Street Research 13F FAQ
What does Main Street Research own?
Main Street Research reported 140 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (6.0%), MU (5.9%) and AAPL (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Main Street Research buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 66 added to, 51 trimmed and 21 sold out. New positions include ROST, FTI and HUT. It sold all of GLDM, IBIT and DIS.
When will Main Street Research 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 Main Street Research's portfolio worth?
The Q2 2026 filing reports $2.1B 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.