Bay Rivers Group reported 86 positions worth $176.37M for the quarter ended Jun 30, 2026, up 25.5% on the prior quarter. It opened 16 new positions, added to 35, trimmed 24 and exited 5. Its largest holding is Apple Inc. at 10.6% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRDO Credo Technology Group Holding Ltd | +2,726 | +126.3% | $741.34K | 0.753% |
| RDDT Reddit, Inc. | +3,948 | – | $685.29K | 0.389% |
| KSS KOHLS Corp | +31.3K | – | $555.36K | 0.315% |
| OPEN Opendoor Technologies Inc. | +103.4K | +244.5% | $477.57K | 0.382% |
| LITE Lumentum Holdings Inc. | +483 | – | $414.44K | 0.235% |
| VRT Vertiv Holdings Co | +1,136 | – | $380.36K | 0.216% |
| IONQ IonQ, Inc. | +6,335 | – | $337.40K | 0.191% |
| CIEN Ciena Corp | +661 | – | $324.26K | 0.184% |
| SEZL Sezzle Inc. | +1,856 | – | $318.55K | 0.181% |
| INTC Intel Corp | +2,228 | – | $311.10K | 0.176% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRM Salesforce, Inc. | -8,205 | -100.0% | $1.53M | Exited |
| NOW ServiceNow, Inc. | -11.9K | -100.0% | $1.25M | Exited |
| AMD Advanced Micro Devices Inc | -1,563 | -6.2% | $907.96K | 7.83% |
| LRCX Lam Research Corp | -969 | -4.0% | $419.90K | 5.65% |
| AVGO Broadcom Inc. | -1,101 | -2.4% | $415.90K | 9.72% |
| NVDA Nvidia Corp | -1,861 | -2.1% | $372.37K | 9.8% |
| MU Micron Technology Inc | -301 | -47.7% | $347.44K | 0.216% |
| GCT GigaCloud Technology Inc | -6,037 | -100.0% | $273.96K | Exited |
| ADBE Adobe Inc. | -857 | -100.0% | $208.32K | Exited |
| STRL Sterling Infrastructure, Inc. | -241 | -4.5% | $202.29K | 2.43% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RDDT Reddit, Inc. | +3,948 | $685.29K | 0.389% |
| KSS KOHLS Corp | +31.3K | $555.36K | 0.315% |
| LITE Lumentum Holdings Inc. | +483 | $414.44K | 0.235% |
| VRT Vertiv Holdings Co | +1,136 | $380.36K | 0.216% |
| IONQ IonQ, Inc. | +6,335 | $337.40K | 0.191% |
| CIEN Ciena Corp | +661 | $324.26K | 0.184% |
| SEZL Sezzle Inc. | +1,856 | $318.55K | 0.181% |
| INTC Intel Corp | +2,228 | $311.10K | 0.176% |
| ABBV AbbVie Inc. | +1,211 | $304.74K | 0.173% |
| WDC Western Digital Corp | +448 | $286.15K | 0.162% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 64.5K | $18.65M | 10.57% | -90 | -0.1% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 86.4K | $17.28M | 9.8% | -1,861 | -2.1% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 45.4K | $17.14M | 9.72% | -1,101 | -2.4% | Reduced | 0% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 23.8K | $13.80M | 7.83% | -1,563 | -6.2% | Reduced | 0% |
| 5 | LRCX Lam Research Corp | Technology | 23.0K | $9.96M | 5.65% | -969 | -4.0% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 26.1K | $9.31M | 5.28% | -186 | -0.7% | Reduced | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 6,173 | $5.77M | 3.27% | +3 | +0.0% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 24.1K | $5.74M | 3.25% | -284 | -1.2% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 10.1K | $5.69M | 3.22% | +509 | +5.3% | Added | 0% |
| 10 | MSFT Microsoft Corp | Technology | 15.0K | $5.60M | 3.17% | -43 | -0.3% | Reduced | 0% |
| 11 | CLS Celestica Inc | Technology | 14.9K | $5.44M | 3.09% | +47 | +0.3% | Added | 0.01% |
| 12 | STRL Sterling Infrastructure, Inc. | Industrials | 5,102 | $4.28M | 2.43% | -241 | -4.5% | Reduced | 0.02% |
| 13 | AMGN Amgen Inc | Healthcare | 8,944 | $3.24M | 1.84% | +337 | +3.9% | Added | 0% |
| 14 | PLTR Palantir Technologies Inc. | Technology | 27.1K | $3.16M | 1.79% | +119 | +0.4% | Added | 0% |
| 15 | BA Boeing Co | Industrials | 12.9K | $2.80M | 1.59% | -80 | -0.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Bay Rivers.
As of its Q2 2026 13F filing, Bay Rivers Group’s five largest positions were Apple Inc. (AAPL) at 10.6%, Nvidia Corp (NVDA) at 9.8%, Broadcom Inc. (AVGO) at 9.7%, Advanced Micro Devices Inc (AMD) at 7.8%, Lam Research Corp (LRCX) at 5.6% of the reported portfolio.
Bay Rivers Group reported a 13F portfolio worth $176.37M across 86 positions for Q2 2026. That is up 25.5% from the previous quarter.
Its largest purchases by value were Credo Technology Group Holding Ltd ($741.34K), Reddit, Inc. ($685.29K), KOHLS Corp ($555.36K). It opened 16 new positions.
Its largest sales by value were Salesforce, Inc. ($1.53M), ServiceNow, Inc. ($1.25M), Advanced Micro Devices Inc ($907.96K). It exited 5 positions entirely.
From the Form 13F-HR reports Bay Rivers Group 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.