StockDriftsStockDriftsTop 50 Tritonpoint Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.44% | 351.4K | $101.7M | +811.10%(+312.85K) | $267.47(+14.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.1% | 138.2K | $49.4M | +640.03%(+119.53K) | $310.59(+10.99%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.75% | 127.8K | $45.2M | +2170.43%(+122.19K) | $312.11(+9.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.37% | 170.4K | $40.6M | +635.95%(+147.29K) | $220.17(+19.24%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.11% | 435.1K | $37.5M | +3678.59%(+423.55K) | $78.14(+14.13%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.55% | 70.8K | $30.7M | +614.64%(+60.92K) | $293.67(+14.89%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.37% | 87.4K | $28.6M | +803.08%(+77.75K) | $306.77(+18.89%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.27% | 73.3K | $27.3M | +340.59%(+56.66K) | $392.15(+23.95%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2% | 35.2K | $24.2M | +179.42%(+22.59K) | $628.82(+13.34%) | 2026-06-30 | |
| IYW | ISHARES TR | 1.96% | 93.9K | $23.7M | +4211.12%(+91.68K) | $212.49(+17.75%) | 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 | — | — | — | — | +2.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.45% |
Tritonpoint Partners LLC reports $1.21B in US-listed equity holdings across 351 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.4%), GOOGL (4.1%) and GOOG (3.8%). The top 20 holdings account for 47.76% of reported assets. Its disclosed equity book has returned +2.90% 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 Tritonpoint Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111167). View Tritonpoint Partners LLC’s 13F filings on SEC