KTF INVESTMENTS, LLC
KTF INVESTMENTS, LLC reported 93 positions worth $989.4M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: DORM (12.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DORM | SH | $118.9M | 12.02% | 871,463 | — | — | |
| ▸ 2 | MU | SH | $87.4M | 8.83% | 75,710 | — | — | |
| ▸ 3 | HD | SH | $78.7M | 7.95% | 223,135 | — | — | |
| ▸ 4 | TSLA | SH | $69.4M | 7.01% | 164,956 | — | — | |
| ▸ 5 | DELL | SH | $49.8M | 5.03% | 115,402 | — | — | |
| ▸ 6 | AVGO | SH | $47.1M | 4.76% | 124,647 | — | — | |
| ▸ 7 | MOD | SH | $44.2M | 4.47% | 165,649 | — | — | |
| ▸ 8 | NVDA | SH | $42.6M | 4.31% | 213,098 | — | — | |
| ▸ 9 | URI | SH | $40.9M | 4.13% | 36,113 | — | — | |
| ▸ 10 | AMZN | SH | $35.8M | 3.62% | 150,261 | — | — |
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Frequently Asked Questions
What stocks does KTF INVESTMENTS, LLC hold as of Q2 2026?
KTF INVESTMENTS, LLC reported 93 positions worth $989.4M in its Q2 2026 13F filing. Largest positions: DORM (12.0%), MU (8.8%), HD (8.0%), TSLA (7.0%) and DELL (5.0%).
What did KTF INVESTMENTS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KTF INVESTMENTS, LLC 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.