Elefante Mark B — 13F holdings

Elefante Mark B reported 186 holdings worth $232M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $17.2M (7.4%)
2. GOOGL ALPHABET INC — $15.6M (6.7%)
3. NVDA NVIDIA CORPORATION — $13.6M (5.9%)
4. AAPL APPLE INC — $12.5M (5.4%)
5. ADI ANALOG DEVICES INC — $10.3M (4.4%)
6. AMAT APPLIED MATLS INC — $9.02M (3.9%)
7. AMZN AMAZON COM INC — $8.57M (3.7%)
8. MA MASTERCARD INCORPORATED — $8.37M (3.6%)
9. MSFT MICROSOFT CORP — $8.15M (3.5%)
10. ROK ROCKWELL AUTOMATION INC — $8.01M (3.4%)