Werlinich Asset Management, LLC - Q32026 Holdings

Werlinich Asset Management, LLC holds 57 stocks with a total portfolio value of $ 258.35M as of Q32026. In Q32026, Werlinich Asset Management, LLC added 57 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Nvidia Corporation (NVDA), representing 17.73% of the total portfolio.