Lrz Capital

Lrz Capital as of March 31, 2026

Portfolio Holdings for Lrz Capital

Lrz Capital holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 10.5 $21M 101k 208.27
Mastercard Class A Common Stock (MA) 9.7 $19M 39k 499.66
S&p Global Common Stock (SPGI) 9.5 $19M 45k 425.34
Microsoft Corp Common Stock (MSFT) 9.4 $19M 51k 370.17
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM) 7.3 $15M 43k 337.95
Uber Technologies Common Stock (UBER) 7.2 $14M 201k 71.93
Lpl Financial Holdings Common Stock (LPLA) 6.8 $14M 45k 300.83
Visa Class A Common Stock (V) 5.9 $12M 39k 302.24
Canadian Pacific Kansas City Common Stock (CP) 5.8 $12M 148k 78.66
Danaher Corp Common Stock (DHR) 5.6 $11M 59k 189.60
Thermo Fisher Scientific Common Stock (TMO) 4.6 $9.2M 19k 491.53
Yum! Brands Common Stock (YUM) 4.6 $9.2M 59k 155.48
Kkr & Co Common Stock (KKR) 4.0 $8.0M 86k 92.50
Alphabet Class C Capital Stock (GOOG) 3.5 $6.9M 24k 286.86
Brown & Brown Common Stock (BRO) 3.3 $6.6M 101k 65.21
Booking Holdings Common Stock (BKNG) 2.4 $4.7M 1.1k 4210.32