JM2 Capital Inc. — 13F holdings

JM2 Capital Inc. reported 121 holdings worth $151M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $11.2M (7.4%)
2. AAPL APPLE INC — $10.4M (6.9%)
3. GOOGL ALPHABET INC — $7.74M (5.1%)
4. VGT VANGUARD WORLD FD — $6.69M (4.4%)
5. MU MICRON TECHNOLOGY INC — $6.35M (4.2%)
6. MSFT MICROSOFT CORP — $6.13M (4.1%)
7. META META PLATFORMS INC — $4.55M (3.0%)
8. AMZN AMAZON COM INC — $4.25M (2.8%)
9. SPY SPDR S&P 500 ETF TR — $4.12M (2.7%)
10. AMD ADVANCED MICRO DEVICES INC — $4.12M (2.7%)