TritonPoint Partners, LLC — 13F holdings

TritonPoint Partners, LLC reported 351 holdings worth $1.21B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $102M (8.4%)
2. GOOGL ALPHABET INC — $49.4M (4.1%)
3. GOOG ALPHABET INC — $45.2M (3.7%)
4. AMZN AMAZON COM INC — $40.6M (3.4%)
5. VUG VANGUARD INDEX FDS — $37.5M (3.1%)
6. LRCX LAM RESEARCH CORP — $30.7M (2.5%)
7. JPM JPMorgan Chase & Co. — $28.6M (2.4%)
8. MSFT MICROSOFT CORP — $27.3M (2.3%)
9. VOO VANGUARD INDEX FDS — $24.2M (2.0%)
10. IYW ISHARES TR — $23.7M (2.0%)