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JM2 Capital Inc.

Q2 2026 13F Holdings

  • Location
    edmond, OK
  • Num holdings

    121

  • Value ($000)

    $145,716

  • Date Filed
    07/21/2026
  • Form type
    13F-HR
  • CIK
    0002103359
  • 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
$9.82M
7 %

49,099

A
AAPL

APPLE INC

COM
037833100
$9.14M
6 %

31,576

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.06M
6 %

22,560

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$6.8M
5 %

5,894

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$6.36M
4 %

53,233

M
MSFT

MICROSOFT CORP

COM
594918104
$4.51M
3 %

12,090

A
AMZN

AMAZON COM INC

COM
023135106
$4.03M
3 %

16,926

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$3.87M
3 %

6,667

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.81M
3 %

5,107

M
META

META PLATFORMS INC

CL A
30303M102
$3.53M
2 %

6,263

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