Mishpacha Holdings Corp.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Mishpacha Holdings Corp. reported 4 stock positions worth $266.2 million. Its top holding was Micron Technology (MU) at 54.8% of the portfolio, followed by Nvidia (NVDA, 29.5%) and Roundhill Memory ETF (DRAM, 11.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Roundhill Memory ETF (DRAM) and the biggest sale an exit from iShares MSCI South Korea ETF (EWY).
- Most Recent 13F
- Q2 2026
- Location
- Rio de Janeiro, D5
- CIK
- 0002111655
- Portfolio Value
- $266.2M (Q2 2026)
- SEC Filing
- 0001140361-26-031103 ↗ filed Aug 4, 2026
Holdings Value
Holdings 4 stocks · $266.2M
| MU Micron Technology Inc. | 54.83% | 126,469 | $146.0M | Reduce -6.5% |
| NVDA Nvidia Corp. | 29.49% | 392,328 | $78.5M | Add +9.1% |
| DRAM Roundhill Memory ETF | 11.76% | 423,972 | $31.3M | New |
| SNDK Sandisk Corp. | 3.92% | 4,591 | $10.4M | New |
Options reported separately and not counted above: NVDA calls ($38K).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | call | New | 34,400 | $38K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.