MISHPACHA HOLDINGS CORP — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

MISHPACHA HOLDINGS CORPholdings as filed

Filed 2026-05-07 · accession 0001140361-26-019528

$123.1M

Reported value

Positions

2026-03-31

Period end

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The Brief · MISHPACHA HOLDINGS CORP · Q1 2026

AI · grounded in 13F

MISHPACHA HOLDINGS CORP closed its positions in GOOGL and GOOG, reducing exposure by $18.3M and $17.6M respectively. The fund established a new position in EWY valued at $14.6M. Additionally, the fund accumulated shares of MU by 7,035.25% and increased its NVDA holding by 49.78%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
67066G104	NVDA	NVIDIA CORP	$62.7M	51.0%	359,650	Common	SOLE
595112103	MU	MICRON TECHNOLOGY INC	$45.7M	37.1%	135,213	Common	SOLE
464286772	EWY	ISHARES MSCI SOUTH KOREA ETF	$14.7M	11.9%	119,102	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.