Fire Capital Management LLC - Q12026 Holdings

Fire Capital Management LLC holds 108 stocks with a total portfolio value of $ 213.51M as of Q12026. In Q12026, Fire Capital Management LLC added 6 new positions, increased stakes in 47 stocks, reduced 21 holdings, and fully exited 15 positions. The largest holding is Nvidia Corporation (NVDA), representing 14.21% of the total portfolio.