NWK Group, Inc. — 13F holdings

NWK Group, Inc. reported 71 holdings worth $324M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $26.5M (8.2%)
2. GOOGL ALPHABET INC — $25.3M (7.8%)
3. LLY ELI LILLY & CO — $18.3M (5.6%)
4. MRVL MARVELL TECHNOLOGY INC — $17.2M (5.3%)
5. AAPL APPLE INC — $16.7M (5.1%)
6. GEV GE VERNOVA INC — $15.8M (4.9%)
7. AMZN AMAZON COM INC — $15.5M (4.8%)
8. TSLA TESLA INC — $14.8M (4.6%)
9. AVGO BROADCOM INC — $14.5M (4.5%)
10. COST COSTCO WHSL CORP NEW — $13.9M (4.3%)