Chescapmanager LLC — 13F holdings

Chescapmanager LLC reported 27 holdings worth $1.17B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VRT VERTIV HOLDINGS CO — $192M (16.3%)
2. NVDA NVIDIA CORPORATION — $186M (15.8%)
3. AMZN AMAZON COM INC — $183M (15.6%)
4. MSFT MICROSOFT CORP — $116M (9.9%)
5. GOOGL ALPHABET INC — $68.1M (5.8%)
6. USFD US FOODS HLDG CORP — $54.0M (4.6%)
7. CCJ CAMECO CORP — $45.2M (3.8%)
8. FTI TechnipFMC PLC — $35.5M (3.0%)
9. C CITIGROUP INC — $33.0M (2.8%)
10. GPGI COMPOSECURE INC — $30.5M (2.6%)