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Funds / Commons Capital, LLC
Institutional Fund

Commons Capital, LLC

Needham, MACIK 19128355 filings on record

Portfolio Value
$119.58M
Q1 2026
Holdings
84
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-16.0%
from $142.30M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation14.5%
  • Broadcom Inc7.6%
  • Alphabet Inc7.5%
  • Apple Inc7.4%
  • Amazon Com Inc5.3%
  • Microsoft Corp3.8%
  • Other53.9%

Portfolio Holdings

84 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation99.5K$17.35M14.5%+967Added
2Broadcom Inc29.5K$9.12M7.6%+9.5KAdded
3Alphabet Inc31.3K$8.99M7.5%+635Added
4Apple Inc34.7K$8.80M7.4%+480Added
5Amazon Com Inc30.4K$6.33M5.3%+30.4KNew
6Microsoft Corp12.4K$4.58M3.8%+438Added
7Palo Alto Networks Inc21.3K$3.42M2.9%+487Added
8Global Ship Lease Inc New86.0K$3.20M2.7%0Held
9Meta Platforms Inc5.5K$3.15M2.6%+203Added
10Costco Whsl Corp New2.9K$2.87M2.4%+79Added

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