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Oak Grove Capital LLC

Q1 2026 13F Holdings

  • Location
    holderness, NH
  • Num holdings

    92

  • Value ($000)

    $1,180,160

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001661762
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$236.35M
20 %

1,355,200

call
M
MU

MICRON TECHNOLOGY INC

COM
595112103
$230.81M
20 %

683,200

call
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$83.64M
7 %

479,593

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$75.18M
6 %

222,540

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$56.94M
5 %

279,900

call
---

NEBIUS GROUP N.V.

SHS CLASS A
N97284108
$53.07M
5 %

511,500

call
C
COHR

COHERENT CORP

COM
19247G107
$32.02M
3 %

134,405

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$24.55M
2 %

85,389

B
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$22.82M
2 %

563,809

N
NFLX

NETFLIX INC.

COM
64110L106
$22.34M
2 %

232,320

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