Sitrin Capital Management LLC - Q42025 Holdings

Sitrin Capital Management LLC holds 38 stocks with a total portfolio value of $ 210.75M as of Q42025. In Q42025, Sitrin Capital Management LLC added 1 new position, increased stakes in 13 stocks, reduced 19 holdings, and fully exited 4 positions. The largest holding is Lam Research Corp (LRCX), representing 5.97% of the total portfolio.