Horiko Capital Management LLC - Q12026 Holdings

Horiko Capital Management LLC holds 20 stocks with a total portfolio value of $ 433.52M as of Q12026. In Q12026, Horiko Capital Management LLC added 3 new positions, increased stakes in 8 stocks, reduced 7 holdings, and fully exited 0 positions. The largest holding is Amazon Com Inc (AMZN), representing 10.66% of the total portfolio.