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

Sitrin Capital Management LLC

$226M in tracked AUM across 39 positions as of Q2 2026.

SC
CIK 0001664771 · last filed Jun 30, 2026
Total AUM
$226M
as of Q2 2026
Holdings
39
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sitrin Capital Management 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
AAPL
APPLE INC
$13M45K5.8%02
LRCX
LAM RESEARCH CORP
$12M27K5.2%03
NVDA
NVIDIA CORPORATION
$10M52K4.6%04
MPC
MARATHON PETE CORP
$9M37K4.2%05
PANW
PALO ALTO NETWORKS INC
$9M27K4.1%06
SPY
STATE STR SPDR S&P 500 ETF T
$9M12K3.8%07
JPM
JPMORGAN CHASE & CO
$9M26K3.8%08
WMT
WALMART INC
$8M71K3.5%09
AMZN
AMAZON COM INC
$7M31K3.3%10
GOOGL
ALPHABET INC
$7M20K3.2%

Filing history

2026Q2Jun 30
$226M▲ 13.1%
39 positionsView →2026Q1Mar 31
$200M▼ 5.3%
39 positionsView →2025Q4Dec 31
$211M▲ 1.1%
38 positionsView →2025Q3Sep 30
$208M▲ 6.3%
41 positionsView →2025Q2Jun 30
$196M▲ 5.8%
42 positionsLocked2025Q1Mar 31
$185M▼ 6.6%
41 positionsLocked2024Q4Dec 31
$198M▼ 0.9%
40 positionsLocked2024Q3Sep 30
$200M▲ 6.4%
44 positionsLocked2024Q2Jun 30
$188M▲ 2.8%
41 positionsLocked2024Q1Mar 31
$183M▲ 6.7%
43 positionsLocked2023Q4Dec 31
$172M▲ 7.1%
41 positionsLocked2023Q3Sep 30
$160M▼ 10.0%
38 positionsLocked
Showing 12 of 40