Positano Wealth Management Ltd
24 holdingsFiling period: 2026-06-30Current AUM: $194.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 75.2K | $26.9M | $25.9M | 13.35% | +1.5K | 2026-06-30 |
| 2 | MU | MICRON TECHNOLOGY INC | 23.1K | $26.7M | $21.4M | 11.04% | +381 | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 128.8K | $25.8M | $27.3M | 14.07% | +7.4K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 55.3K | $20.6M | $27.5M | 14.16% | +10.7K | 2026-06-30 |
| 5 | V | VISA INC | 57.4K | $19.7M | $21.6M | 11.11% | +8.5K | 2026-06-30 |
| 6 | — | CHUBB LTD SWITZ | 56.7K | $19.3M | $19.3M | 9.95% | +15.8K | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20.4K | $9.7M | $8.4M | 4.34% | +170 | 2026-06-30 |
| 8 | CRM | SALESFORCE INC | 54.5K | $8.5M | $13.9M | 7.17% | +12.3K | 2026-06-30 |
| 9 | HPE | HEWLETT PACKARD ENTERPRISE C | 180.4K | $8.1M | $10.1M | 5.19% | -- | 2026-06-30 |
| 10 | MAR | MARRIOTT INTL INC NEW | 21.6K | $8.0M | $7.3M | 3.75% | -9,727 | 2026-06-30 |
| 11 | QCOM | QUALCOMM INC | 17.0K | $3.1M | $3.2M | 1.65% | -16,895 | 2026-06-30 |
| 12 | AVGO | BROADCOM INC | 7.1K | $2.7M | $2.4M | 1.23% | -- | 2026-06-30 |
| 13 | MKL | MARKEL GROUP INC | 899 | $1.8M | $1.6M | 0.83% | +886 | 2026-06-30 |
| 14 | UBER | UBER TECHNOLOGIES INC | 16.0K | $1.2M | $1.1M | 0.59% | +5.4K | 2026-06-30 |
| 15 | INTU | INTUIT | 3.3K | $857K | $1.1M | 0.56% | +1.6K | 2026-06-30 |
| 16 | FISV | FISERV INC | 11.7K | $575K | $586K | 0.30% | -- | 2026-06-30 |
| 17 | FUTU | FUTU HLDGS LTD | 5.1K | $480K | $557K | 0.29% | +2.7K | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 698 | $393K | $468K | 0.24% | +39 | 2026-06-30 |
| 19 | AJG | GALLAGHER ARTHUR J & CO | 957 | $219K | $237K | 0.12% | +893 | 2026-06-30 |
| 20 | CIEN | CIENA CORP | 246 | $120K | $82K | 0.04% | -- | 2026-06-30 |
| 21 | AAPL | APPLE INC | 80 | $23K | $26K | 0.01% | -4,863 | 2026-06-30 |
| 22 | ADBE | ADOBE INC | 97 | $19K | $24K | 0.01% | -- | 2026-06-30 |
| 23 | SPGI | S&P GLOBAL INC | 41 | $16K | $16K | 0.01% | -- | 2026-06-30 |
| 24 | AAOI | APPLIED OPTOELECTRONICS INC | 80 | $11K | $7K | 0.00% | -- | 2026-06-30 |
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