Viewpoint Capital Management LLC - Q12026 Holdings

Viewpoint Capital Management LLC holds 135 stocks with a total portfolio value of $ 214M as of Q12026. In Q12026, Viewpoint Capital Management LLC added 7 new positions, increased stakes in 28 stocks, reduced 42 holdings, and fully exited 6 positions. The largest holding is Amazon Com Inc (AMZN), representing 12.17% of the total portfolio.