Plymouth, MNCIK 18931595 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
813 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.29M | $241.94M | 5.4% | −66.7K | Reduced |
| 2 | Broadcom Inc | 695.9K | $239.00M | 5.3% | +15.1K | Added |
| 3 | Apple Inc | 543.9K | $145.35M | 3.2% | +20.5K | Added |
| 4 | Microsoft Corp |
| 290.3K |
| $137.28M |
| 3.1% |
| +3.1K |
| Added |
| 5 | Alphabet Inc | 327.4K | $103.63M | 2.3% | +6.6K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 268.2K | $86.42M | 1.9% | +962 | Added |
| 7 | Amazon Com Inc | 343.9K | $80.14M | 1.8% | +13.9K | Added |
| 8 | Jpmorgan Chase & Co. | 216.4K | $72.27M | 1.6% | +1.1K | Added |
| 9 | Applied Matls Inc | 220.1K | $62.58M | 1.4% | −5.8K | Reduced |
| 10 | Goldman Sachs Group Inc | 63.7K | $60.45M | 1.3% | +59 | Added |
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