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Oak Grove Capital LLC 13F holdings

Filed 2026-08-13 · Oak Grove Capital LLC · 337 positions · $2.1B

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC264.9K$305.7M14.5%
NVDANVIDIA CORPORATION840.0K$168.1M8.0%
NBISNEBIUS GROUP N.V.281.9K$77.9M3.7%
MUMICRON TECHNOLOGY INC58.3K$67.3M3.2%
AMDADVANCED MICRO DEVICES INC114.1K$66.3M3.2%
COHRCOHERENT CORP128.9K$50.9M2.4%
MUMICRON TECHNOLOGY INC41.0K$47.3M2.3%
MUMICRON TECHNOLOGY INC39.5K$45.6M2.2%
VSTVISTRA CORP199.1K$31.6M1.5%
CRWDCROWDSTRIKE HLDGS INC40.9K$31.2M1.5%
GOOGLALPHABET INC87.2K$31.2M1.5%
BNBROOKFIELD CORP725.9K$30.9M1.5%
IBMINTERNATIONAL BUSINESS MACHS104.7K$29.4M1.4%
LLYELI LILLY & CO24.3K$29.2M1.4%
BIPCBROOKFIELD INFRASTRUCTURE CO716.0K$27.6M1.3%
DUKDUKE ENERGY CORP NEW212.6K$26.9M1.3%
EQTEQT CORP467.7K$24.9M1.2%
AAPLAPPLE INC84.4K$24.4M1.2%
—BROOKFIELD RENEWABLE ENERGY699.8K$24.3M1.2%
DVNDEVON ENERGY CORP NEW572.7K$23.7M1.1%
MUMICRON TECHNOLOGY INC20.5K$23.7M1.1%
AAOIAPPLIED OPTOELECTRONICS INC159.2K$23.6M1.1%
AMDADVANCED MICRO DEVICES INC37.5K$21.8M1.0%
NVDANVIDIA CORPORATION107.2K$21.4M1.0%
MRKMERCK & CO INC158.9K$20.4M1.0%
MUMICRON TECHNOLOGY INC17.0K$19.6M0.9%
DDOMINION ENERGY INC286.1K$19.5M0.9%
NFLXNETFLIX INC.271.0K$19.4M0.9%
ALABASTERA LABS INC39.0K$18.9M0.9%
DRAMROUNDHILL ETF TRUST253.9K$18.8M0.9%
COSTCOSTCO WHOLESALE CORPORATION19.4K$18.2M0.9%
BEPCBROOKFIELD RENEWABLE CORP486.1K$18.0M0.9%
MUMICRON TECHNOLOGY INC15.0K$17.3M0.8%
ETENERGY TRANSFER L P894.7K$17.1M0.8%
VRTVERTIV HOLDINGS CO45.4K$15.2M0.7%
MUMICRON TECHNOLOGY INC13.1K$15.1M0.7%
NBISNEBIUS GROUP N.V.51.1K$14.1M0.7%
KMIKINDER MORGAN INC DEL420.8K$13.5M0.6%
MUMICRON TECHNOLOGY INC11.0K$12.7M0.6%
NVDANVIDIA CORPORATION59.0K$11.8M0.6%
MUMICRON TECHNOLOGY INC9.8K$11.3M0.5%
ABBVABBVIE INC44.8K$11.3M0.5%
LITELUMENTUM HLDGS INC12.3K$10.6M0.5%
NVDANVIDIA CORPORATION51.7K$10.3M0.5%
NBISNEBIUS GROUP N.V.37.2K$10.3M0.5%
NVDANVIDIA CORPORATION50.8K$10.2M0.5%
NBISNEBIUS GROUP N.V.36.4K$10.1M0.5%
CEGCONSTELLATION ENERGY CORP39.9K$9.9M0.5%
NBISNEBIUS GROUP N.V.35.6K$9.8M0.5%
NVDANVIDIA CORPORATION48.7K$9.7M0.5%
AMDADVANCED MICRO DEVICES INC16.3K$9.5M0.5%
SRESEMPRA99.7K$9.2M0.4%
MUMICRON TECHNOLOGY INC8.0K$9.2M0.4%
NVDANVIDIA CORPORATION43.3K$8.7M0.4%
MUMICRON TECHNOLOGY INC7.5K$8.7M0.4%
NVDANVIDIA CORPORATION42.9K$8.6M0.4%
NBISNEBIUS GROUP N.V.29.8K$8.2M0.4%
LITELUMENTUM HLDGS INC9.0K$7.7M0.4%
MUMICRON TECHNOLOGY INC6.5K$7.5M0.4%
ASMLASML HLDG NV3.7K$7.4M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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