Werlinich Asset Management, LLC - Q12026 Holdings

Werlinich Asset Management, LLC holds 56 stocks with a total portfolio value of $ 206.17M as of Q12026. In Q12026, Werlinich Asset Management, LLC added 2 new positions, increased stakes in 28 stocks, reduced 7 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 17.39% of the total portfolio.