KRS Capital Management, LLC — 13F holdings

KRS Capital Management, LLC reported 122 holdings worth $225M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $53.6M (23.8%)
2. AAPL APPLE INC — $22.1M (9.8%)
3. AMD ADVANCED MICRO DEVICES INC — $19.2M (8.5%)
4. PANW PALO ALTO NETWORKS INC — $9.00M (4.0%)
5. FTNT FORTINET INC — $8.15M (3.6%)
6. LLY ELI LILLY & CO — $6.04M (2.7%)
7. AVGO BROADCOM INC — $5.70M (2.5%)
8. MU MICRON TECHNOLOGY INC — $5.42M (2.4%)
9. LRCX LAM RESEARCH CORP — $4.74M (2.1%)
10. CRWD CROWDSTRIKE HLDGS INC — $4.32M (1.9%)