Midway Capital Research & Management
Midway Capital Research & Management reported 114 positions worth $125.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: AMAT (15.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $19.9M | 15.79% | 27,479 | — | — | |
| ▸ 2 | AAPL | SH | $7.5M | 5.99% | 26,025 | — | — | |
| ▸ 3 | APH | SH | $6.8M | 5.38% | 38,390 | — | — | |
| ▸ 4 | JLL | SH | $5.5M | 4.39% | 17,829 | — | — | |
| ▸ 5 | MA | SH | $5.3M | 4.25% | 10,411 | — | — | |
| ▸ 6 | EWBC | SH | $5.1M | 4.04% | 39,346 | — | — | |
| ▸ 7 | BN | SH | $5.0M | 4.00% | 118,064 | — | — | |
| ▸ 8 | ADI | SH | $4.9M | 3.85% | 12,212 | — | — | |
| ▸ 9 | SYK | SH | $3.6M | 2.87% | 11,476 | — | — | |
| ▸ 10 | GOOGL | SH | $3.5M | 2.78% | 9,787 | — | — |
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Frequently Asked Questions
What stocks does Midway Capital Research & Management hold as of Q2 2026?
Midway Capital Research & Management reported 114 positions worth $125.8M in its Q2 2026 13F filing. Largest positions: AMAT (15.8%), AAPL (6.0%), APH (5.4%), JLL (4.4%) and MA (4.3%).
What did Midway Capital Research & Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Midway Capital Research & Management 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.