SCHOLTZ & COMPANY, LLC — 13F holdings

SCHOLTZ & COMPANY, LLC reported 48 holdings worth $200M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. GOOGL ALPHABET INC — $15.7M (7.9%)
  2. AMZN AMAZON COM INC — $14.7M (7.3%)
  3. MSFT MICROSOFT CORP — $14.4M (7.2%)
  4. MA MASTERCARD INCORPORATED — $11.4M (5.7%)
  5. NVDA NVIDIA CORPORATION — $10.0M (5.0%)
  6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $9.27M (4.6%)
  7. ASML ASML Holding N V — $8.19M (4.1%)
  8. GE GE AEROSPACE — $8.16M (4.1%)
  9. V VISA INC — $6.98M (3.5%)
  10. META META PLATFORMS INC — $6.65M (3.3%)