Main Street Research LLC
13F filer · CIK 1513211 · Sausalito, CA
Summary
Main Street Research LLC reported $2.12B across 140 positions in its 13F for 2026 Q2, filed Jul 29, 2026. The largest holdings are NVDA (6.0%), MU (5.9%), AAPL (5.5%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 67, trimmed 51 and sold out of 21.
Reported value$2.12B
Positions140
Report period2026 Q2
FiledJul 29, 2026
New positions13
Added67
Trimmed51
Sold out21
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.0%Value $126.07MPrice $228.86Shares 630K +1.49%Since Jun 30 +14.38%
Weight 5.9%Value $125.40MPrice $1054Shares 109K -0.43%Since Jun 30 -8.69%
Weight 5.5%Value $117.52MPrice $329.40Shares 406K +0.63%Since Jun 30 +13.84%
Weight 5.3%Value $113.27MPrice $342.75Shares 317K +1.66%Since Jun 30 -4.09%
Weight 5.1%Value $109.09MPrice $452.88Shares 228K +2.36%Since Jun 30 -5.17%
Weight 4.8%Value $100.65MPrice $151.59Shares 394K +1.64%Since Jun 30 -40.65%
Weight 4.3%Value $91.27MPrice $156.61Shares 577K +1.63%Since Jun 30 -1.04%
Weight 4.1%Value $87.76MPrice $44.91Shares 2.03M +3.51%Since Jun 30 +3.74%
Weight 4.0%Value $84.34MPrice $1834Shares 42K +1.70%Since Jun 30 -7.79%
Weight 3.8%Value $80.78MPrice $355.10Shares 214K +0.68%Since Jun 30 -6.00%
Weight 3.5%Value $74.07MPrice $336.59Shares 226K +1.13%Since Jun 30 +2.83%
Weight 3.4%Value $72.86MPrice $183.58Shares 361K -0.28%Since Jun 30 -9.07%
Weight 3.1%Value $65.77MPrice $826.64Shares 62K +1.06%Since Jun 30 -22.37%
Weight 3.1%Value $65.48MPrice $246.67Shares 275K +2.06%Since Jun 30 +3.50%
Weight 2.8%Value $59.69MPrice $949.77Shares 51K +0.22%Since Jun 30 -19.16%
Weight 2.6%Value $54.43MPrice $84.34Shares 309K +2.55%Since Jun 30 -52.17%
Weight 2.3%Value $47.91MPrice $271.95Shares 189K +0.94%Since Jun 30 +7.08%
Weight 2.2%Value $47.01MPrice $200.95Shares 227K +2.05%Since Jun 30 -2.91%
Weight 2.1%Value $44.43MPrice $922.92Shares 47K +2.94%Since Jun 30 -1.34%
Weight 2.1%Value $43.99MPrice $84.82Shares 528K +1.70%Since Jun 30 +1.81%
Weight 2.1%Value $43.55MPrice $24.49Shares 1.62M +90.55%Since Jun 30 -8.82%
Weight 1.9%Value $40.66MPrice $715.62Shares 72K +1.73%Since Jun 30 +27.04%
Weight 1.9%Value $40.30MPrice $359.74Shares 115K +1.92%Since Jun 30 +2.76%
Weight 1.9%Value $39.88MPrice $86.88Shares 392K +0.63%Since Jun 30 -14.71%
Weight 1.9%Value $39.49MPrice $108.73Shares 349K +1.10%Since Jun 30 -4.00%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.0% | $126.07M | +14.38% | +1.49% | Add | |
| 5.9% | $125.40M | -8.69% | -0.43% | Trim | |
| 5.5% | $117.52M | +13.84% | +0.63% | Add | |
| 5.3% | $113.27M | -4.09% | +1.66% | Add | |
| 5.1% | $109.09M | -5.17% | +2.36% | Add | |
| 4.8% | $100.65M | -40.65% | +1.64% | Add | |
| 4.3% | $91.27M | -1.04% | +1.63% | Add | |
| 4.1% | $87.76M | +3.74% | +3.51% | Add | |
| 4.0% | $84.34M | -7.79% | +1.70% | Add | |
| 3.8% | $80.78M | -6.00% | +0.68% | Add | |
| 3.5% | $74.07M | +2.83% | +1.13% | Add | |
| 3.4% | $72.86M | -9.07% | -0.28% | Trim | |
| 3.1% | $65.77M | -22.37% | +1.06% | Add | |
| 3.1% | $65.48M | +3.50% | +2.06% | Add | |
| 2.8% | $59.69M | -19.16% | +0.22% | Add | |
| 2.6% | $54.43M | -52.17% | +2.55% | Add | |
| 2.3% | $47.91M | +7.08% | +0.94% | Add | |
| 2.2% | $47.01M | -2.91% | +2.05% | Add | |
| 2.1% | $44.43M | -1.34% | +2.94% | Add | |
| 2.1% | $43.99M | +1.81% | +1.70% | Add | |
| 2.1% | $43.55M | -8.82% | +90.55% | Add | |
| 1.9% | $40.66M | +27.04% | +1.73% | Add | |
| 1.9% | $40.30M | +2.76% | +1.92% | Add | |
| 1.9% | $39.88M | -14.71% | +0.63% | Add | |
| 1.9% | $39.49M | -4.00% | +1.10% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.