Left Brain Wealth Management, LLC — 13F holdings

Left Brain Wealth Management, LLC reported 99 holdings worth $332M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $29.7M (9.0%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $22.0M (6.6%)
3. MU MICRON TECHNOLOGY INC — $14.6M (4.4%)
4. AMAT APPLIED MATLS INC — $12.8M (3.9%)
5. ANET ARISTA NETWORKS INC — $12.2M (3.7%)
6. GE GE AEROSPACE — $10.6M (3.2%)
7. MPWR MONOLITHIC PWR SYS INC — $10.4M (3.1%)
8. AMD ADVANCED MICRO DEVICES INC — $10.2M (3.1%)
9. META META PLATFORMS INC — $10.1M (3.0%)
10. DELL Dell Technologies Inc — $9.83M (3.0%)