13F Insight
DOSSIER · 13F-HR · Q2 2026

Oak Grove Capital LLC

$2.1B in tracked AUM across 337 positions as of Q2 2026.

OG
CIK 0001661762 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
337
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Oak Grove Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$688M596K32.7%02
NVDA
NVIDIA CORPORATION
$353M1.8M16.8%03
N97284108
NEBIUS GROUP N.V.
$179M647K8.5%04
AMD
ADVANCED MICRO DEVICES INC
$122M210K5.8%05
COHR
COHERENT CORP
$58M148K2.8%06
VST
VISTRA CORP
$32M199K1.5%07
CRWD
CROWDSTRIKE HLDGS INC
$31M41K1.5%08
GOOGL
ALPHABET INC
$31M87K1.5%09
BN
BROOKFIELD CORP
$31M726K1.5%10
IBM
INTERNATIONAL BUSINESS MACHS
$29M105K1.4%

Filing history

2026Q2Jun 30
$2.1B▲ 78.2%
337 positionsView →2026Q1Mar 31
$1.2B▲ 39.9%
308 positionsView →2025Q4Dec 31
$844M▲ 82.3%
277 positionsView →2025Q3Sep 30
$463M▼ 24.2%
145 positionsView →2025Q2Jun 30
$610M▲ 27.2%
211 positionsLocked2025Q1Mar 31
$480M▼ 28.4%
161 positionsLocked2024Q4Dec 31
$670M▲ 9.8%
203 positionsLocked2024Q3Sep 30
$610M▲ 11.0%
153 positionsLocked2024Q2Jun 30
$550M▲ 11.0%
151 positionsLocked2024Q1Mar 31
$495M▲ 31.7%
137 positionsLocked2023Q4Dec 31
$376M▲ 30.7%
142 positionsLocked2023Q3Sep 30
$288M▼ 1.6%
114 positionsLocked
Showing 12 of 35