account_balance
Investment manager · 13F filer · SEC CIK 1697162
Chescapmanager LLC
Reported value$770Mas of Jun 30, 2026
Positions21 1 new, 0 sold out
Top 10 weight74.3%VRT alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
16.2%Trimmed −12%
MSFTMicrosoft Corp
15.1%Added +180%
GOOGLAlphabet Inc
8.8%
USFDUS Foods HLDG Corp
7.0%
CCJCameco Corp
5.9%
FTITechnipfmc PLC
4.6%Trimmed −9%
NVDANvidia Corporation
4.6%Trimmed −20%
CCitigroup Inc
4.3%Trimmed −24%
GPGIGpgi Inc
4.0%Added +81%
MIRMirion Technologies Inc
3.9%
KBRKBR Inc
3.8%Added +6%
AMZNAmazon Com Inc
3.7%
VRTVertiv Holdings Co
16.2%Trimmed −12%
MSFTMicrosoft Corp
15.1%Added +180%
GOOGL8.8%USFD7.0%CCJ5.9%FTI4.6%NVDA4.6%C4.3%GPGI4.0%MIR3.9%KBR3.8%AMZN3.7%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
VRT Vertiv Holdings Co 16.2% Trimmed −12%MSFT Microsoft Corp 15.1% Added +180%GOOGL Alphabet Inc 8.8% HeldUSFD US Foods HLDG Corp 7.0% HeldCCJ Cameco Corp 5.9% HeldFTI Technipfmc PLC 4.6% Trimmed −9%NVDA Nvidia Corporation 4.6% Trimmed −20%C Citigroup Inc 4.3% Trimmed −24%GPGI Gpgi Inc 4.0% Added +81%MIR Mirion Technologies Inc 3.9% HeldKBR KBR Inc 3.8% Added +6%AMZN Amazon Com Inc 3.7% Held
What changed