Oak Grove Capital LLC

Institutional manager (13F) · CIK 1661762

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $567M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$84M	479,593
2	MICRON TECHNOLOGY INC	$75M	222,540
3	COHERENT CORP	$32M	134,405
4	ALPHABET INC	$25M	85,389
5	BROOKFIELD CORP	$23M	563,809
6	NETFLIX INC.	$22M	232,320
7	NEBIUS GROUP N.V.	$21M	203,816
8	COSTCO WHOLESALE CORPORATION	$20M	19,573
9	ELI LILLY & CO	$19M	20,441
10	VERTIV HOLDINGS CO	$17M	69,555
11	CROWDSTRIKE HLDGS INC	$16M	42,172
12	DUKE ENERGY CORP NEW	$16M	120,150
13	DOMINION ENERGY INC	$15M	242,200
14	TAIWAN SEMICONDUCTOR MANUFAC	$14M	40,255
15	COTERRA ENERGY INC	$13M	364,900
16	INTERNATIONAL BUSINESS MACHS	$13M	52,700
17	APPLE INC	$13M	49,525
18	KINDER MORGAN INC DEL	$11M	342,837
19	VISTRA CORP	$10M	66,430
20	MERCK & CO INC	$10M	82,960
21	ASTERA LABS INC	$10M	89,050
22	EQT CORP	$8M	128,925
23	ENERGY TRANSFER L P	$8M	415,800
24	ADVANCED MICRO DEVICES INC	$6M	29,377
25	VANGUARD SCOTTSDALE FDS	$6M	94,900
26	SEMPRA	$5M	55,400
27	LUMENTUM HLDGS INC	$4M	6,400
28	BROOKFIELD INFRASTRUCTURE CO	$4M	97,700
29	MICROSOFT CORP	$4M	10,296
30	LAM RESEARCH CORP	$4M	16,400
31	BERKSHIRE HATHAWAY INC DEL	$3M	7,055
32	SERVICENOW INC	$3M	31,650
33	APPLIED OPTOELECTRONICS INC	$3M	37,050
34	GOLDMAN SACHS GROUP INC	$3M	3,700
35	META PLATFORMS INC	$3M	5,056
36	ISHARES TR	$3M	22,300
37	AMAZON COM INC	$3M	12,120
38	BROOKFIELD RENEWABLE CORP	$2M	56,950
39	CHENIERE ENERGY INC	$2M	7,550
40	CONSTELLATION ENERGY CORP	$2M	7,600
41	JPMORGAN CHASE & CO	$2M	7,000
42	NEWMONT CORP	$2M	16,900
43	VANGUARD BD INDEX FDS	$2M	21,290
44	REGENERON PHARMACEUTICALS	$1M	1,730
45	BROOKFIELD RENEWABLE ENERGY	$1M	38,500
46	FREEPORT MCMORAN INC	$1M	17,100
47	IREN LIMITED	$998k	29,100
48	PIMCO ETF TR	$994k	9,884
49	SPDR GOLD TR	$968k	2,250
50	ALPHABET INC	$961k	3,351

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.