JM2 Capital Inc.
JM2 Capital Inc. reported 121 positions worth $145.7M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: NVDA (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $9.8M | 6.74% | 49,099 | — | — | |
| ▸ 2 | AAPL | SH | $9.1M | 6.27% | 31,576 | — | — | |
| ▸ 3 | GOOGL | SH | $8.1M | 5.53% | 22,560 | — | — | |
| ▸ 4 | MU | SH | $6.8M | 4.67% | 5,894 | — | — | |
| ▸ 5 | VGT | SH | $6.4M | 4.37% | 53,233 | — | — | |
| ▸ 6 | MSFT | SH | $4.5M | 3.10% | 12,090 | — | — | |
| ▸ 7 | AMZN | SH | $4.0M | 2.77% | 16,926 | — | — | |
| ▸ 8 | AMD | SH | $3.9M | 2.66% | 6,667 | — | — | |
| ▸ 9 | SPY | SH | $3.8M | 2.62% | 5,107 | — | — | |
| ▸ 10 | META | SH | $3.5M | 2.42% | 6,263 | — | — |
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Frequently Asked Questions
What stocks does JM2 Capital Inc. hold as of Q2 2026?
JM2 Capital Inc. reported 121 positions worth $145.7M in its Q2 2026 13F filing. Largest positions: NVDA (6.7%), AAPL (6.3%), GOOGL (5.5%), MU (4.7%) and VGT (4.4%).
What did JM2 Capital Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JM2 Capital Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.