Positano Wealth Management Ltd Top Holdings and 13F Report (2026) About Positano Wealth Management LtdInvestment ActivityPositano Wealth Management Ltd has $184.80 million in total holdings as of June 30, 2026.Positano Wealth Management Ltd owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.72% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Positano Wealth Management Ltd has purchased 24 new stocks and bought additional shares in 14 stocks.Positano Wealth Management Ltd sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $26,862,788Micron Technology $26,680,259NVIDIA $25,768,190Microsoft $20,631,736Visa $19,701,943 Largest New Holdings this Quarter 03823U102 - Applied Optoelectronics $11,853 Holding Largest Purchases this Quarter Chubb 15,825 shares (about $5.39M)Microsoft 10,709 shares (about $3.99M)Visa 8,524 shares (about $2.92M)Salesforce 12,316 shares (about $1.93M)Markel Group 886 shares (about $1.73M) Largest Sales this Quarter Marriott International 9,727 shares (about $3.60M)Qualcomm 16,895 shares (about $3.12M)Apple 4,863 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPositano Wealth Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$26,862,788$543,917 â–²2.1%75,16814.5%Computer and TechnologyMUMicron Technology$26,680,259$439,784 â–²1.7%23,11414.4%Computer and TechnologyNVDANVIDIA$25,768,190$1,486,869 â–²6.1%128,78313.9%Computer and TechnologyMSFTMicrosoft$20,631,736$3,994,671 â–²24.0%55,31011.2%Computer and TechnologyVVisa$19,701,943$2,924,499 â–²17.4%57,42510.7%Business ServicesCBChubb$19,316,210$5,392,211 â–²38.7%56,68910.5%FinanceTSMTaiwan Semiconductor Manufacturing$9,719,505$81,187 â–²0.8%20,3525.3%Computer and TechnologyCRMSalesforce$8,532,017$1,929,425 â–²29.2%54,4624.6%Computer and TechnologyHPEHewlett Packard Enterprise$8,137,3480.0%180,3894.4%Computer and TechnologyMARMarriott International$8,006,968$3,604,729 â–¼-31.0%21,6064.3%Consumer DiscretionaryQCOMQualcomm$3,147,158$3,122,027 â–¼-49.8%17,0311.7%Computer and TechnologyAVGOBroadcom$2,668,4260.0%7,0641.4%Computer and TechnologyMKLMarkel Group$1,755,756$1,730,367 â–²6,815.4%8991.0%Multi-Sector ConglomeratesUBERUber Technologies$1,154,560$387,499 â–²50.5%16,0000.6%Computer and TechnologyINTUIntuit$857,385$406,116 â–²90.0%3,2850.5%Computer and TechnologyFISERV INC$575,2580.0%11,7280.3%COMFUTUFutu$480,230$255,629 â–²113.8%5,1230.3%Business ServicesMETAMeta Platforms$393,176$21,968 â–²5.9%6980.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$219,698$205,006 â–²1,395.3%9570.1%FinanceCIENCiena$120,6780.0%2460.1%Computer and TechnologyAAPLApple$23,149$1,407,170 â–¼-98.4%800.0%Computer and TechnologyADBEAdobe$19,8870.0%970.0%Computer and TechnologySPGIS&P Global$16,6980.0%410.0%FinanceAAOIApplied Optoelectronics$11,853$11,853 â–²New Holding800.0%Computer and TechnologyATHMAutohome$0$440,990 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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