Zevin Asset Management
Zevin Asset Management reported 97 stocks worth $713M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (4.7%), GOOG (4.7%) and NVDA (4.1%). Compared with Q1 2026, the fund opened new positions in SMERY, MU and AMD, added to VGSH, VTEB and VGIT, trimmed AAPL, GOOG and NVDA and sold out of HDB, TELFY and GSK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $33.6M | 4.7% | 116K | −7,326 (−6%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $33.2M | 4.7% | 94K | −4,433 (−5%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $29.2M | 4.1% | 146K | −15K (−10%) | 8 of 8 | |
| 4 |  SHV Ishares TR | $27M | 3.8% | 245K | −21K (−8%) | 3 of 8 | |
| 5 |  MSFT Microsoft Corp | $25.5M | 3.6% | 68K | −5,093 (−7%) | 8 of 8 | |
| 6 |  V Visa Inc | $25.2M | 3.5% | 73K | −14K (−16%) | 8 of 8 | |
| 7 |  MELI Mercadolibre Inc | $24.9M | 3.5% | 15K | −675 (−4%) | 8 of 8 | |
| 8 |  TJX Tjx Cos Inc New | $23.3M | 3.3% | 154K | −18K (−11%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $23M | 3.2% | 96K | −16K (−14%) | 8 of 8 | |
| 10 |  ASML Asml Holding N V | $21.3M | 3.0% | 11K | −1,006 (−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
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 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Zevin Asset Management 13F FAQ
What does Zevin Asset Management own?
Zevin Asset Management reported 97 stocks worth $713M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (4.7%), GOOG (4.7%) and NVDA (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Zevin Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 4 added to, 58 trimmed and 3 sold out. New positions include SMERY, MU and AMD. It sold all of HDB, TELFY and GSK.
When will Zevin Asset Management 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 Zevin Asset Management's portfolio worth?
The Q2 2026 filing reports $713M 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.