THOROUGHBRED FINANCIAL SERVICES, LLC — 13F holdings

THOROUGHBRED FINANCIAL SERVICES, LLC reported 624 holdings worth $2.08B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $103M (4.9%)
2. AAPL APPLE INC — $89.4M (4.3%)
3. MU MICRON TECHNOLOGY INC — $69.1M (3.3%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $46.9M (2.2%)
5. QQQM INVESCO EXCH TRADED FD TR II — $44.0M (2.1%)
6. AMZN AMAZON COM INC — $41.4M (2.0%)
7. MSFT MICROSOFT CORP — $40.9M (2.0%)
8. SPMO INVESCO EXCH TRADED FD TR II — $40.6M (1.9%)
9. AVGO BROADCOM INC — $40.1M (1.9%)
10. QQQ INVESCO QQQ TR — $34.4M (1.7%)