LOCUST WOOD CAPITAL ADVISERS, LLC — 13F holdings

LOCUST WOOD CAPITAL ADVISERS, LLC reported 33 holdings worth $4.15B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $337M (8.1%)
  2. AMZN AMAZON COM INC — $299M (7.2%)
  3. NVDA NVIDIA CORPORATION — $267M (6.4%)
  4. GPGI COMPOSECURE INC — $236M (5.7%)
  5. GOOGL ALPHABET INC — $233M (5.6%)
  6. V Visa Inc — $232M (5.6%)
  7. MSFT MICROSOFT CORP — $222M (5.3%)
  8. SPGI S&P GLOBAL INC — $187M (4.5%)
  9. LIN LINDE PLC — $177M (4.3%)
  10. ESI ELEMENT SOLUTIONS INC — $169M (4.1%)