South Street Advisors LLC — 13F holdings

South Street Advisors LLC reported 84 holdings worth $769M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $66.8M (8.7%)
2. APH AMPHENOL CORP NEW — $46.3M (6.0%)
3. GOOGL ALPHABET INC — $40.1M (5.2%)
4. PWR QUANTA SVCS INC — $37.4M (4.9%)
5. AAPL APPLE INC — $34.6M (4.5%)
6. ONTO ONTO INNOVATION INC — $33.7M (4.4%)
7. LLY ELI LILLY & CO — $32.6M (4.2%)
8. MU MICRON TECHNOLOGY INC — $32.4M (4.2%)
9. HWM HOWMET AEROSPACE INC — $29.9M (3.9%)
10. USFD US FOODS HLDG CORP — $27.3M (3.6%)