Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MISHPACHA HOLDINGS CORP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MISHPACHA HOLDINGS CORP (CIK 2111655) reported $266.3M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($146.0M, 54.82%), NVDA ($78.5M, 29.50%), DRAM ($31.3M, 11.76%), SNDK ($10.4M, 3.92%), EWY ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MUMICRON TECHNOLOGY INC$146.0M54.82%126,469Trimmed
2NVDANVIDIA CORP$78.5M29.50%426,728Added
3DRAMROUNDHILL ETF TR ROUNDHILL MEMORY ETF$31.3M11.76%423,972New
4SNDKSANDISK CORPORATION$10.4M3.92%4,591New
5EWYISHARES MSCI SOUTH KOREA ETF$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30