Silicon Valley Capital Partners reported 375 positions worth $664.85M for the quarter ended Jun 30, 2026, up 22.6% on the prior quarter. It opened 35 new positions, added to 104, trimmed 56 and exited 30. Its largest holding is Nvidia Corp at 10.9% 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 |
|---|---|---|---|---|
| ANET Arista Networks, Inc. | +75.1K | +1,167.4% | $12.76M | 2.08% |
| GEV GE Vernova Inc. | +10.7K | +2,636.9% | $12.52M | 1.95% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +25.0K | +3,790.5% | $11.95M | 1.84% |
| META Meta Platforms, Inc. | +9,114 | +13.9% | $5.13M | 6.34% |
| MSFT Microsoft Corp | +8,022 | +5.5% | $2.99M | 8.63% |
| SCHW Schwab Charles Corp | +31.0K | +24.6% | $2.86M | 2.18% |
| TLN Talen Energy Corp | +6,210 | – | $2.39M | 0.359% |
| AMCR Amcor plc | +50.5K | +27.0% | $2.19M | 1.55% |
| SNOW Snowflake Inc. | +8,208 | +15.2% | $2.09M | 2.38% |
| AXP American Express Co | +5,365 | +14.9% | $1.81M | 2.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -30.5K | -26.9% | $17.74M | 7.26% |
| UNH Unitedhealth Group Inc | -34.2K | -99.9% | $14.21M | <0.01% |
| APD Air Products & Chemicals, Inc. | -37.4K | -99.9% | $10.85M | <0.01% |
| NOW ServiceNow, Inc. | -91.3K | -53.9% | $9.07M | 1.17% |
| ORCL Oracle Corp | -18.0K | -12.3% | $2.63M | 2.83% |
| AVGO Broadcom Inc. | -6,773 | -6.1% | $2.56M | 5.93% |
| NVDA Nvidia Corp | -11.0K | -3.0% | $2.21M | 10.9% |
| CRWD CrowdStrike Holdings, Inc. | -4,612 | -100.0% | $450.10K | Exited |
| NFLX Netflix Inc | -6,203 | -79.5% | $442.89K | 0.017% |
| GOOG Alphabet Inc. | -1,246 | -12.2% | $440.22K | 0.477% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TLN Talen Energy Corp | +6,210 | $2.39M | 0.359% |
| AAOI Applied Optoelectronics, Inc. | +3,000 | $444.48K | 0.067% |
| NTSK Netskope Inc | +30.0K | $328.64K | 0.049% |
| XE X-Energy, Inc. | +5,629 | $103.35K | 0.016% |
| SPCX Space Exploration Technologies Corp | +365 | $62.36K | <0.01% |
| MCK Mckesson Corp | +62 | $46.85K | <0.01% |
| CBRS Cerebras Systems Inc. | +200 | $44.20K | <0.01% |
| VST Vistra Corp. | +243 | $38.62K | <0.01% |
| BN BROOKFIELD Corp | +763 | $32.49K | <0.01% |
| FNV FRANCO NEVADA Corp | +149 | $31.11K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -4,612 | $450.10K | 0.083% |
| TER Teradyne, Inc | -500 | $148.30K | 0.027% |
| CRDO Credo Technology Group Holding Ltd | -800 | $75.10K | 0.014% |
| SPOT Spotify Technology S.A. | -150 | $72.74K | 0.013% |
| VRT Vertiv Holdings Co | -200 | $50.15K | <0.01% |
| P Everpure, Inc. | -612 | $36.13K | <0.01% |
| WULF Terawulf Inc. | -2,000 | $28.86K | <0.01% |
| TOST Toast, Inc. | -1,000 | $26.51K | <0.01% |
| CSL Carlisle Companies Inc | -77 | $25.59K | <0.01% |
| MNDY monday.com Ltd. | -352 | $24.35K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 362.3K | $72.50M | 10.9% | -11.0K | -3.0% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 187.4K | $66.96M | 10.07% | -76 | 0.0% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 205.6K | $59.48M | 8.95% | +1,544 | +0.8% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 153.8K | $57.36M | 8.63% | +8,022 | +5.5% | Added | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 83.1K | $48.25M | 7.26% | -30.5K | -26.9% | Reduced | 0.01% |
| 6 | META Meta Platforms, Inc. | Technology | 74.8K | $42.13M | 6.34% | +9,114 | +13.9% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 104.4K | $39.42M | 5.93% | -6,773 | -6.1% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 164.9K | $39.30M | 5.91% | -1,651 | -1.0% | Reduced | 0% |
| 9 | ORCL Oracle Corp | Technology | 128.2K | $18.78M | 2.83% | -18.0K | -12.3% | Reduced | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 13.5K | $16.18M | 2.43% | +480 | +3.7% | Added | 0% |
| 11 | SNOW Snowflake Inc. | Technology | 62.1K | $15.80M | 2.38% | +8,208 | +15.2% | Added | 0.02% |
| 12 | SCHW Schwab Charles Corp | Financial Services | 156.9K | $14.48M | 2.18% | +31.0K | +24.6% | Added | 0.01% |
| 13 | AXP American Express Co | Financial Services | 41.5K | $14.03M | 2.11% | +5,365 | +14.9% | Added | 0.01% |
| 14 | ANET Arista Networks, Inc. | Technology | 81.6K | $13.85M | 2.08% | +75.1K | +1,167.4% | Added | 0.01% |
| 15 | BAC Bank Of America Corp | Financial Services | 236.1K | $13.45M | 2.02% | +23.8K | +11.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Silicon Valley Capital Partners.
As of its Q2 2026 13F filing, Silicon Valley Capital Partners’s five largest positions were Nvidia Corp (NVDA) at 10.9%, Alphabet Inc. (GOOGL) at 10.1%, Apple Inc. (AAPL) at 8.9%, Microsoft Corp (MSFT) at 8.6%, Advanced Micro Devices Inc (AMD) at 7.3% of the reported portfolio.
Silicon Valley Capital Partners reported a 13F portfolio worth $664.85M across 375 positions for Q2 2026. That is up 22.6% from the previous quarter.
Its largest purchases by value were Arista Networks, Inc. ($12.76M), GE Vernova Inc. ($12.52M), Taiwan Semiconductor Manufacturing Co Ltd ($11.95M). It opened 35 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($17.74M), Unitedhealth Group Inc ($14.21M), Air Products & Chemicals, Inc. ($10.85M). It exited 30 positions entirely.
From the Form 13F-HR reports Silicon Valley Capital Partners 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.