What does KCM Capital Inc hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

KCM Capital Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SANDISK CORP

$83M130K13.3%

SANDISK CORP

$61M410K9.8%

NVIDIA CORPORATION

$52M300K8.4%

MICRON TECHNOLOGY INC

$51M150K8.2%

ELI LILLY & CO

$37M40K5.9%

GEO GROUP INC NEW

$34M2.0M5.4%

AMAZON COM INC

$32M155K5.2%

CARNIVAL PLC

$28M1.1M4.6%

CERIBELL INC

$26M1.4M4.1%

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