account_balance
Investment manager · 13F filer · SEC CIK 1349434
Locust Wood Capital Advisers, LLC
Reported value$4.06Bas of Sep 30, 2026
Positions31 4 new, 4 sold out
Top 10 weight59.6%TSM alone is 9%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufac
8.5%Added +8%
NVDANvidia Corporation
8.0%Added +7%
AMZNAmazon Com Inc
7.4%Trimmed −4%
MSFTMicrosoft Corp
6.8%Trimmed −9%
METAMeta Platforms Inc
6.0%Added +19%
VVisa Inc
5.1%Trimmed −10%
GPGIGpgi Inc
4.6%Added +5%
ABTAbbott Laboratories
4.5%Added +7%
SPGIS&P Global Inc
4.5%
GOOGLAlphabet Inc
4.2%Trimmed −24%
LINLinde PLC
3.9%Trimmed −3%
ESIElement Solutions Inc
3.7%Added +18%
TSM8.5%NVDA8.0%AMZN7.4%MSFT6.8%META6.0%
VVisa Inc
5.1%Trimmed −10%
GPGI4.6%ABT4.5%SPGI4.5%GOOGL4.2%LIN3.9%ESI3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufac 8.5% Added +8%NVDA Nvidia Corporation 8.0% Added +7%AMZN Amazon Com Inc 7.4% Trimmed −4%MSFT Microsoft Corp 6.8% Trimmed −9%META Meta Platforms Inc 6.0% Added +19%V Visa Inc 5.1% Trimmed −10%GPGI Gpgi Inc 4.6% Added +5%ABT Abbott Laboratories 4.5% Added +7%SPGI S&P Global Inc 4.5% HeldGOOGL Alphabet Inc 4.2% Trimmed −24%LIN Linde PLC 3.9% Trimmed −3%ESI Element Solutions Inc 3.7% Added +18%
What changed