13F Insight
DOSSIER · 13F-HR · Q3 2026

Sitrin Capital Management LLC

$222M in tracked AUM across 40 positions as of Q3 2026.

SC
CIK 0001664771 · last filed Sep 30, 2026
Total AUM
$222M
as of Q3 2026
Holdings
40
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sitrin Capital Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$15M45K6.8%02
MPC
MARATHON PETE CORP
$9M23K4.1%03
NVDA
NVIDIA CORPORATION
$9M40K4.1%04
LRCX
LAM RESEARCH CORP
$9M27K4.0%05
SPY
STATE STR SPDR S&P 500 ETF T
$9M11K3.9%06
JPM
JPMORGAN CHASE & CO
$9M26K3.9%07
AMGN
AMGEN INC
$8M19K3.5%08
META
META PLATFORMS INC
$8M11K3.5%09
AMZN
AMAZON COM INC
$8M31K3.5%10
A
AGILENT TECHNOLOGIES INC
$8M45K3.5%

Filing history

2026Q3Sep 30
$222M▼ 1.8%
40 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 41