account_balance
Investment manager · 13F filer · SEC CIK 872098
Chapin Davis, Inc.
Reported value$569Mas of Jun 30, 2026
Positions256 25 new, 30 sold out
Top 10 weight35.6%WDC alone is 5%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WDCWestern Digital Corp
5.0%Trimmed −28%
STXSeagate Technology Hldngs Pl
4.5%Trimmed −24%
AAPLApple Inc
3.9%Trimmed −13%
SNDKSandisk Corp
3.7%Added +2036%
MUMicron Technology Inc
3.6%Added +737%
LRCXLam Research Corp
3.3%Added +9%
KLACKla Corp
3.1%Added +943%
VICRVicor Corp
3.0%
FLEXFlex Ltd
2.8%New
DDOGDatadog Inc
2.7%New
MRVLMarvell Technology Inc
2.6%New
HWM2.3%WDC5.0%STX4.5%AAPL3.9%
SNDKSandisk Corp
3.7%Added +2036%
MUMicron Technology Inc
3.6%Added +737%
LRCXLam Research Corp
3.3%Added +9%
KLAC3.1%VICR3.0%FLEX2.8%DDOG2.7%MRVL2.6%HWM2.3%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
WDC Western Digital Corp 5.0% Trimmed −28%STX Seagate Technology Hldngs Pl 4.5% Trimmed −24%AAPL Apple Inc 3.9% Trimmed −13%SNDK Sandisk Corp 3.7% Added +2036%MU Micron Technology Inc 3.6% Added +737%LRCX Lam Research Corp 3.3% Added +9%KLAC Kla Corp 3.1% Added +943%VICR Vicor Corp 3.0% HeldFLEX Flex Ltd 2.8% NewDDOG Datadog Inc 2.7% NewMRVL Marvell Technology Inc 2.6% NewHWM Howmet Aerospace Inc 2.3% Added +8%
What changed