本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $146.0M | 54.82% | 126,469 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $78.5M | 29.50% | 426,728 | Added |
| 3 | DRAM | ROUNDHILL ETF TR ROUNDHILL MEMORY ETF | $31.3M | 11.76% | 423,972 | New |
| 4 | SNDK | SANDISK CORPORATION | $10.4M | 3.92% | 4,591 | New |
| 5 | EWY | ISHARES MSCI SOUTH KOREA ETF | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30