Lrz Capital

Lrz Capital as of June 30, 2026

Portfolio Holdings for Lrz Capital

Lrz Capital holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 10.8 $21M 89k 238.34
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM) 9.2 $18M 38k 477.57
S&p Global Common Stock (SPGI) 8.1 $16M 39k 407.26
Microsoft Corp Common Stock (MSFT) 7.2 $14M 38k 373.02
Nvidia Corporation Common Stock (NVDA) 6.6 $13M 66k 200.09
Uber Technologies Common Stock (UBER) 6.5 $13M 177k 72.16
Visa Class A Common Stock (V) 6.0 $12M 35k 343.09
Canadian Pacific Kansas City Common Stock (CP) 5.7 $11M 131k 86.65
Lpl Financial Holdings Common Stock (LPLA) 5.7 $11M 40k 281.68
Mastercard Class A Common Stock (MA) 5.5 $11M 21k 513.60
Danaher Corp Common Stock (DHR) 5.0 $9.9M 52k 190.48
Yum! Brands Common Stock (YUM) 4.2 $8.3M 52k 159.86
Thermo Fisher Scientific Common Stock (TMO) 4.2 $8.3M 17k 501.36
Alphabet Class C Capital Stock (GOOG) 3.8 $7.5M 21k 353.33
Kkr & Co Common Stock (KKR) 3.5 $7.0M 76k 91.78
Brown & Brown Common Stock (BRO) 2.9 $5.7M 89k 64.15
Mercadolibre Common Stock (MELI) 2.7 $5.2M 3.1k 1697.39
Booking Holdings Common Stock (BKNG) 2.2 $4.4M 25k 178.24