Kickstand Ventures, LLC. reported 42 positions worth $23.23M for the quarter ended Jun 30, 2026, up 34.0% on the prior quarter. It opened 14 new positions, added to 11, trimmed 7 and exited 1. Its largest holding is Lumentum Holdings Inc. at 10.5% 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 |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | +1,631 | – | $485.86K | 2.09% |
| GOOGL Alphabet Inc. | +1,148 | – | $410.26K | 1.77% |
| SHOP Shopify Inc. | +3,054 | – | $348.71K | 1.5% |
| DELL Dell Technologies Inc. | +721 | – | $311.08K | 1.34% |
| COHR Coherent Corp. | +737 | – | $290.72K | 1.25% |
| LAMR Lamar Advertising Co | +1,591 | – | $248.16K | 1.07% |
| T At&T Inc. | +11.8K | +96.9% | $244.26K | 2.14% |
| MU Micron Technology Inc | +204 | – | $235.01K | 1.01% |
| ETN Eaton Corp plc | +484 | – | $206.24K | 0.888% |
| DY Dycom Industries Inc | +407 | – | $205.78K | 0.886% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -1,186 | -71.6% | $513.93K | 0.879% |
| GLDM World Gold Trust | -3,099 | -11.0% | $246.12K | 8.53% |
| LITE Lumentum Holdings Inc. | -280 | -9.0% | $240.26K | 10.46% |
| KD Kyndryl Holdings, Inc. | -12.4K | -100.0% | $162.56K | Exited |
| AVGO Broadcom Inc. | -39 | -1.4% | $14.73K | 4.61% |
| XOM ExxonMobil Holdings Corp | -75 | -0.9% | $10.25K | 5.13% |
| AAPL Apple Inc. | -18 | -1.0% | $5.21K | 2.17% |
| SOUN Soundhound Ai, Inc. | -53 | -0.1% | $342.91 | 1.2% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +1,631 | $485.86K | 2.09% |
| GOOGL Alphabet Inc. | +1,148 | $410.26K | 1.77% |
| SHOP Shopify Inc. | +3,054 | $348.71K | 1.5% |
| DELL Dell Technologies Inc. | +721 | $311.08K | 1.34% |
| COHR Coherent Corp. | +737 | $290.72K | 1.25% |
| LAMR Lamar Advertising Co | +1,591 | $248.16K | 1.07% |
| MU Micron Technology Inc | +204 | $235.01K | 1.01% |
| ETN Eaton Corp plc | +484 | $206.24K | 0.888% |
| DY Dycom Industries Inc | +407 | $205.78K | 0.886% |
| TMO Thermo Fisher Scientific Inc. | +406 | $203.55K | 0.876% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| KD Kyndryl Holdings, Inc. | -12.4K | $162.56K | 0.937% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LITE Lumentum Holdings Inc. | Technology | 2,832 | $2.43M | 10.46% | -280 | -9.0% | Reduced | 0% |
| 2 | GLDM World Gold Trust | Others | 25.0K | $1.98M | 8.53% | -3,099 | -11.0% | Reduced | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 3,698 | $1.38M | 5.94% | +343 | +10.2% | Added | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 8,717 | $1.19M | 5.13% | -75 | -0.9% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 5,396 | $1.08M | 4.65% | +392 | +7.8% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 2,835 | $1.07M | 4.61% | -39 | -1.4% | Reduced | 0% |
| 7 | BAC Bank Of America Corp | Financial Services | 18.4K | $1.05M | 4.51% | 0 | 0.0% | Unchanged | 0% |
| 8 | PRU Prudential Financial Inc | Financial Services | 8,196 | $884.59K | 3.81% | 0 | 0.0% | Unchanged | 0% |
| 9 | KLAC Kla Corp | Technology | 2,494 | $752.60K | 3.24% | +4 | +0.2% | Added | 0% |
| 10 | WDC Western Digital Corp | Technology | 1,151 | $735.17K | 3.16% | +30 | +2.7% | Added | 0% |
| 11 | AMAT Applied Materials Inc | Technology | 951 | $687.31K | 2.96% | 0 | 0.0% | Unchanged | 0% |
| 12 | MPWR Monolithic Power Systems, Inc. | Technology | 480 | $663.75K | 2.86% | 0 | 0.0% | Unchanged | 0% |
| 13 | STX Seagate Technology Holdings plc | Technology | 642 | $619.53K | 2.67% | 0 | 0.0% | Unchanged | 0% |
| 14 | AAPL Apple Inc. | Technology | 1,744 | $504.55K | 2.17% | -18 | -1.0% | Reduced | 0% |
| 15 | T At&T Inc. | Communication Services | 24.0K | $496.39K | 2.14% | +11.8K | +96.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Kickstand Ventures.
As of its Q2 2026 13F filing, Kickstand Ventures, LLC.’s five largest positions were Lumentum Holdings Inc. (LITE) at 10.5%, World Gold Trust (GLDM) at 8.5%, Microsoft Corp (MSFT) at 5.9%, ExxonMobil Holdings Corp (XOM) at 5.1%, Nvidia Corp (NVDA) at 4.6% of the reported portfolio.
Kickstand Ventures, LLC. reported a 13F portfolio worth $23.23M across 42 positions for Q2 2026. That is up 34.0% from the previous quarter.
Its largest purchases by value were Marvell Technology, Inc. ($485.86K), Alphabet Inc. ($410.26K), Shopify Inc. ($348.71K). It opened 14 new positions.
Its largest sales by value were Lam Research Corp ($513.93K), World Gold Trust ($246.12K), Lumentum Holdings Inc. ($240.26K). It exited 1 positions entirely.
From the Form 13F-HR reports Kickstand Ventures, 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.