Viewpoint Capital Management LLC - Q42025 Holdings

Viewpoint Capital Management LLC holds 134 stocks with a total portfolio value of $ 230.86M as of Q42025. In Q42025, Viewpoint Capital Management LLC added 3 new positions, increased stakes in 32 stocks, reduced 23 holdings, and fully exited 19 positions. The largest holding is Amazon Com Inc (AMZN), representing 12.47% of the total portfolio.