13-F holdings, Q2 2026
Chescapmanager LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $770M
- Positions
- 21
- Filed
- Data as of
These holdings are as of , 132 days ago.
13-Fs for Q3 2026 are due by .
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Top holdings
- VRT$124.6M372,000 shares16.2% of the book
- MSFT$116M310,892 shares15.1% of the book
- GOOGL$68.1M190,500 shares8.8% of the book
- USFD$54M528,457 shares7% of the book
- CCJ$45.2M443,656 shares5.9% of the book
- FTI$35.5M536,158 shares4.6% of the book
- NVDA$35.5M177,585 shares4.6% of the book
- C$33M236,076 shares4.3% of the book
- CMPO$30.5M1,927,200 shares4% of the book
- MIR$29.7M1,659,137 shares3.9% of the book
What changed this quarter
1 new position and 0 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.
Largest buys
Largest sells
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.