StockDriftsStockDriftsTop 3 Mishpacha Holdings CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 54.83% | 126.5K | $146.0M | -6.47%(-8.74K) | $310.43(+177.69%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 29.49% | 392.3K | $78.5M | +9.09%(+32.68K) | $183.98(+19.83%) | 2026-06-30 | |
| SNDK | SANDISK CORPORATION | 3.92% | 4.6K | $10.4M | new | $1423.11(-10.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +88.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +99.51% |
Mishpacha Holdings CORP reports $266.27M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are MU (54.8%), NVDA (29.5%) and SNDK (3.9%). The top 20 holdings account for 88.24% of reported assets. Its disclosed equity book has returned +88.15% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mishpacha Holdings CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111655). View Mishpacha Holdings CORP’s 13F filings on SEC