MISHPACHA HOLDINGS CORP

CIK 0002111655 · ROAD TOWN, null · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗

MISHPACHA HOLDINGS CORP reported 5 positions worth $266.3M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: MU (54.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$266.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MU	MICRON TECHNOLOGY INC	SH	$146.0M	54.83%	126,469	—	—
▸ 2	NVDA	NVIDIA CORP	SH	$78.5M	29.48%	392,328	—	—
▸ 3	DRAM	ROUNDHILL ETF TR ROUNDHILL MEMORY ETF	SH	$31.3M	11.76%	423,972	—	—
▸ 4	SNDK	SANDISK CORPORATION	SH	$10.4M	3.92%	4,591	—	—
▸ 5	NVDA	NVIDIA CORP	CALL	$37.8K	0.01%	34,400	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MISHPACHA HOLDINGS CORP hold as of Q2 2026?

MISHPACHA HOLDINGS CORP reported 5 positions worth $266.3M in its Q2 2026 13F filing. Largest positions: MU (54.8%), NVDA (29.5%), DRAM (11.8%), SNDK (3.9%) and NVDA (0.0%).

What did MISHPACHA HOLDINGS CORP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MISHPACHA HOLDINGS CORP 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.