46 Peaks LLC reported 7 positions worth $2.77M for the quarter ended Jun 30, 2026. Its largest holding is Nvidia Corp at 21.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2,935 | $587.22K | 21.23% | – | – | – | 0% |
| 2 | RVMD Revolution Medicines, Inc. | Healthcare | 2,987 | $559.41K | 20.22% | – | – | – | 0% |
| 3 | CFG Citizens Financial Group Inc | Financial Services | 7,816 | $547.67K | 19.8% | – | – | – | 0% |
| 4 | MU Micron Technology Inc | Technology | 320 | $369.37K | 13.35% | – | – | – | 0% |
| 5 | VZ Verizon Communications Inc | Communication Services | 7,000 | $296.38K | 10.71% | – | – | – | 0% |
| 6 | MTD Mettler Toledo International Inc/ | Industrials | 219 | $279.78K | 10.11% | – | – | – | 0% |
| 7 | MBI Mbia Inc | Financial Services | 19.4K | $126.48K | 4.57% | – | – | – | 0.04% |
Tip. Select a row to see that position’s full history at 46 Peaks.
As of its Q2 2026 13F filing, 46 Peaks LLC’s five largest positions were Nvidia Corp (NVDA) at 21.2%, Revolution Medicines, Inc. (RVMD) at 20.2%, Citizens Financial Group Inc (CFG) at 19.8%, Micron Technology Inc (MU) at 13.4%, Verizon Communications Inc (VZ) at 10.7% of the reported portfolio.
46 Peaks LLC reported a 13F portfolio worth $2.77M across 7 positions for Q2 2026.
From the Form 13F-HR reports 46 Peaks LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.