Mishpacha Holdings
Mishpacha Holdings reported 3 stocks worth $219M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MU (67.0%), DRAM (25.7%) and SNDK (7.3%). Compared with Q2 2026, the fund added to MU, DRAM and SNDK and sold out of NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $146M | 67.0% | 137K | +11K (+9%) | 4 of 4 | |
| 2 |  DRAM Roundhill ETF Trust | $56.2M | 25.7% | 932K | +508K (+120%) | 2 of 4 | |
| 3 |  SNDK Sandisk Corp | $15.9M | 7.3% | 9,156 | +4,565 (+99%) | 2 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NVDA Nvidia Corporation | $78.5M | 392K |
Reported value
last 4 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Mishpacha Holdings 13F FAQ
What does Mishpacha Holdings own?
Mishpacha Holdings reported 3 stocks worth $219M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MU (67.0%), DRAM (25.7%) and SNDK (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Mishpacha Holdings buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 3 added to, 0 trimmed and 1 sold out. It sold all of NVDA.
When will Mishpacha Holdings file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mishpacha Holdings's portfolio worth?
The Q3 2026 filing reports $219M 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.