DOSSIER · 13F-HR · Q1 2026
Main Street Research LLC
Main Street Research's asset manager based in Stamford, CT — $1.7B in tracked AUM across 148 positions as of Q1 2026.
MS
Main Street Research·Stamford, CT·Asset Manager
CIK 0001513211 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
A $1.72B book quietly pivoted away from Big Tech darlings this quarter. NVDA remains the top position at 6.3% but the sharpest signal was a 1,950% Micron increase to $36.9M. Discover how this manager rebuilt the portfolio around semiconductor and infrastructure names while nearly exiting Visa, Microsoft, and Palantir.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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