StockDriftsStockDriftsTop 20 Up Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 23.01% | 148.6K | $29.7M | +2.59%(+3.75K) | $186.44(+18.25%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 15.2% | 30.7K | $19.6M | +8.38%(+2.38K) | $238.68(+87.04%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 12.29% | 23.1K | $15.9M | +9.12%(+1.93K) | $620.93(+14.51%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.41% | 50.3K | $9.6M | -2.92%(-1.51K) | $142.45(+31.10%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.12% | 12.5K | $9.2M | -7.83%(-1.06K) | $607.34(+18.68%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.65% | 75.6K | $7.3M | +27.34%(+16.23K) | $90.45(+11.70%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 5.47% | 104.6K | $7.1M | +43.26%(+31.59K) | $59.65(+14.45%) | 2026-06-30 | |
| EEM | ISHARES TR | 5.38% | 101.6K | $6.9M | new | $61.58(+6.73%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 5.37% | 40.9K | $6.9M | +7.58%(+2.88K) | $138.70(+38.48%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.98% | 111.7K | $6.4M | +51.15%(+37.79K) | $49.20(+17.55%) | 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 | — | — | — | — | +21.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.52% |
Up Capital Management, Inc. reports $129.23M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (23.0%), WDC (15.2%) and VOO (12.3%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +21.12% 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 Up Capital Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2117787). View Up Capital Management, Inc.’s 13F filings on SEC