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Main Street Research LLC

Q2 2026 13F Holdings

  • Location
    sausalito, CA
  • Num holdings

    140

  • Value ($000)

    $2,118,491

  • Date Filed
    07/29/2026
  • Form type
    13F-HR
  • CIK
    0001513211
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$126.07M
6 %

630,053

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$125.4M
6 %

108,636

A
AAPL

APPLE INC

COM
037833100
$117.52M
6 %

406,129

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$113.27M
5 %

316,947

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$109.09M
5 %

228,429

G
GLW

CORNING INC

COM
219350105
$100.65M
5 %

394,058

K
KRE

SPDR SERIES TRUST

ST STR SP BIOT
78464A870
$91.27M
4 %

576,754

I
ISCF

ISHARES TR

INTERNATIONAL SL
46434V266
$87.76M
4 %

2,027,356

---

ASML HLDG NV

N Y REGISTRY SHS
N07059210
$84.34M
4 %

42,396

A
AVGO

BROADCOM INC

COM
11135F101
$80.78M
4 %

213,841

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