Cable Car Capital, LP — 13F holdings

Cable Car Capital, LP reported 215 holdings worth $4.66B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $383M (8.2%)
2. MICRON TECHNOLOGY INC — $383M (8.2%)
3. NVDA NVIDIA CORPORATION — $332M (7.1%)
4. NVIDIA CORPORATION — $332M (7.1%)
5. MSFT MICROSOFT CORP — $238M (5.1%)
6. MICROSOFT CORP — $238M (5.1%)
7. TSLA TESLA INC — $219M (4.7%)
8. TESLA INC — $219M (4.7%)
9. SANDISK CORP — $216M (4.6%)
10. SPACE EXPLORATION TECHN CORP — $128M (2.7%)