DOSSIER · 13F-HR · Q2 2026

Vann Equity Management LLC

$165M in tracked AUM across 168 positions as of Q2 2026.

VE
CIK 0002018412 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
168
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Vann Equity 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
NVDA
NVIDIA CORPORATION
$13M63K7.6%
02
GOOGL
ALPHABET INC
$8M22K4.8%
03
AAPL
APPLE INC
$8M26K4.6%
04
MSFT
MICROSOFT CORP
$7M18K4.0%
05
AMZN
AMAZON COM INC
$6M24K3.5%
06
AVGO
BROADCOM INC
$5M13K3.1%
07
LLY
ELI LILLY & CO
$3M3K2.0%
08
MU
MICRON TECHNOLOGY INC
$3M3K1.9%
09
META
META PLATFORMS INC
$3M5K1.8%
10
PANW
PALO ALTO NETWORKS INC
$3M8K1.8%

Filing history

2026Q2Jun 30
$165M 17.3%
168 positionsView →
2026Q1Mar 31
$140M
158 positionsView →