StockDriftsStockDriftsTop 50 Princeton Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 17.6% | 359.7K | $82.1M | -0.46%(-1.66K) | $19.98(+990.55%) | 2026-09-30 | |
| AAPL | APPLE INC | 9.43% | 132.2K | $44.0M | +0.08%(+105) | $59.93(+479.20%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 7.52% | 132.6K | $35.1M | +0.01%(+13) | $308.52(-13.13%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.33% | 85.8K | $29.5M | +0.21%(+178) | $55.52(+477.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.86% | 53.3K | $27.3M | +0.14%(+74) | $104.04(+410.69%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.8% | 108.6K | $27.1M | +0.22%(+242) | $82.97(+205.04%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.29% | 17.3K | $20.0M | +0.79%(+135) | $455.33(+181.54%) | 2026-09-30 | |
| PWR | QUANTA SVCS INC | 4.04% | 29.3K | $18.9M | +1.37%(+396) | $164.55(+251.78%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.55% | 33.9K | $11.9M | +2.05%(+679) | $157.43(+117.44%) | 2026-09-30 | |
| GEV | GE VERNOVA INC | 2.1% | 10.3K | $9.8M | +4.71%(+464) | $274.85(+225.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.60% | +133.15% | +17.88% | +127.66% |
| Top 20 Holdings Unweighted | +25.56% | +97.97% | +13.46% | +87.99% |
Princeton Capital Management LLC reports $466.64M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (17.6%), AAPL (9.4%) and CRWD (7.5%). The top 20 holdings account for 77.05% of reported assets. Its disclosed equity book has returned +133.15% on a three-year cumulative basis. Figures reflect the Q3 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 Princeton Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1167026). View Princeton Capital Management LLC’s 13F filings on SEC