Union Heritage Capital, LLC — 13F holdings

Union Heritage Capital, LLC reported 65 holdings worth $295M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APH AMPHENOL CORP NEW — $21.4M (7.2%)
2. NVDA NVIDIA CORPORATION — $18.1M (6.1%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $13.9M (4.7%)
4. AAPL APPLE INC — $13.6M (4.6%)
5. LLY ELI LILLY & CO — $10.2M (3.5%)
6. AME AMETEK INC — $10.00M (3.4%)
7. GOOGL ALPHABET INC — $9.48M (3.2%)
8. AMZN AMAZON COM INC — $9.25M (3.1%)
9. JPM JPMorgan Chase & Co. — $8.94M (3.0%)
10. MA MASTERCARD INCORPORATED — $8.79M (3.0%)