Filed: 2/6/2026ACC: 0001398344-26-002352
📋 What this filing means
INVESTMENT HOUSE LLC filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $2.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
215
Positions
$2.10B
Total AUM (reported)
14.17M
Total Shares
Allocation by class
COM$1.36B64.8%
CL A$178.78M8.5%
CAP STK CL A$115.95M5.5%
COM NEW$76.12M3.6%
COM CL A$75.60M3.6%
CAP STK CL C$65.73M3.1%
ORD SHS CL A$43.33M2.1%
Portfolio Concentration
Top 3$363.46M17.3%
4–10$481.51M22.9%
11–25$429.86M20.4%
Rest$829.19M39.4%
Top 3 weight
17.3%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 14.17M
Sole
Full voting authority
9.88M
shares
% of voting shares69.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.28M
shares
% of voting shares30.2%
Investment Discretion (by position count)
Sole215
Shared0
Other0
Dominant voting typeSole · 69.8% of voting shares
Institutional Holdings215
Rows:
APPLE INC
SOLEShares519.60K
TypeSH
Market value$141.26M
6.71%
Sole
354.27K
Shared
0.00
None
165.33K
ALPHABET INC
SOLEShares370.46K
TypeSH
Market value$115.95M
5.51%
Sole
267.21K
Shared
0.00
None
103.25K
META PLATFORMS INC
SOLEShares160.95K
TypeSH
Market value$106.24M
5.05%
Sole
120.59K
Shared
0.00
None
40.36K
MICROSOFT CORP
SOLEShares205.34K
TypeSH
Market value$99.31M
4.72%
Sole
135.53K
Shared
0.00
None
69.81K
NVIDIA CORPORATION
SOLEShares454.14K
TypeSH
Market value$84.70M
4.03%
Sole
325.04K
Shared
0.00
None
129.10K
AMAZON COM INC
SOLEShares328.92K
TypeSH
Market value$75.92M
3.61%
Sole
242.77K
Shared
0.00
None
86.16K
ALPHABET INC
SOLEShares209.48K
TypeSH
Market value$65.73M
3.12%
Sole
125.36K
Shared
0.00
None
84.13K
COSTCO WHSL CORP NEW
SOLEShares63.54K
TypeSH
Market value$54.79M
2.60%
Sole
37.69K
Shared
0.00
None
25.85K
INTUIT
SOLEShares76.47K
TypeSH
Market value$50.65M
2.41%
Sole
52.38K
Shared
0.00
None
24.09K
ELI LILLY & CO
SOLEShares46.89K
TypeSH
Market value$50.40M
2.40%
Sole
30.11K
Shared
0.00
None
16.78K
NU HLDGS LTD
SOLEShares2.59M
TypeSH
Market value$43.33M
2.06%
Sole
1.87M
Shared
0.00
None
719.87K
AMERICAN EXPRESS CO
SOLEShares110.57K
TypeSH
Market value$40.90M
1.94%
Sole
80.42K
Shared
0.00
None
30.15K
ADOBE INC
SOLEShares97.85K
TypeSH
Market value$34.25M
1.63%
Sole
51.10K
Shared
0.00
None
46.75K
APPLOVIN CORP
SOLEShares50.37K
TypeSH
Market value$33.94M
1.61%
Sole
37.35K
Shared
0.00
None
13.02K
DELL TECHNOLOGIES INC
SOLEShares259.81K
TypeSH
Market value$32.71M
1.55%
Sole
201.88K
Shared
0.00
None
57.94K
INTERCONTINENTAL EXCHANGE IN
SOLEShares185.32K
TypeSH
Market value$30.02M
1.43%
Sole
134.38K
Shared
0.00
None
50.94K
WASTE MGMT INC DEL
SOLEShares131.97K
TypeSH
Market value$28.99M
1.38%
Sole
92.77K
Shared
0.00
None
39.20K
MERCADOLIBRE INC
SOLEShares13.99K
TypeSH
Market value$28.18M
1.34%
Sole
10.50K
Shared
0.00
None
3.49K
UNITEDHEALTH GROUP INC
SOLEShares80.17K
TypeSH
Market value$26.46M
1.26%
Sole
57.74K
Shared
0.00
None
22.43K
WILLIAMS SONOMA INC
SOLEShares133.50K
TypeSH
Market value$23.84M
1.13%
Sole
106.02K
Shared
0.00
None
27.48K
AUTOMATIC DATA PROCESSING IN
SOLEShares87K
TypeSH
Market value$22.38M
1.06%
Sole
50.61K
Shared
0.00
None
36.40K
QUALCOMM INC
SOLEShares128.83K
TypeSH
Market value$22.04M
1.05%
Sole
90.02K
Shared
0.00
None
38.80K
MOTOROLA SOLUTIONS INC
SOLEShares57.13K
TypeSH
Market value$21.90M
1.04%
Sole
40.14K
Shared
0.00
None
16.99K
BOOKING HOLDINGS INC
SOLEShares3.83K
TypeSH
Market value$20.52M
0.98%
Sole
2.71K
Shared
0.00
None
1.12K
EXPEDIA GROUP INC
SOLEShares71.99K
TypeSH
Market value$20.40M
0.97%
Sole
57.88K
Shared
0.00
None
14.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 519.60K | SH | $141.26M 6.71% | 354.27K | 0.00 | 165.33K |
ALPHABET INCSOLE | CAP STK CL A | 370.46K | SH | $115.95M 5.51% | 267.21K | 0.00 | 103.25K |
META PLATFORMS INCSOLE | CL A | 160.95K | SH | $106.24M 5.05% | 120.59K | 0.00 | 40.36K |
MICROSOFT CORPSOLE | COM | 205.34K | SH | $99.31M 4.72% | 135.53K | 0.00 | 69.81K |
NVIDIA CORPORATIONSOLE | COM | 454.14K | SH | $84.70M 4.03% | 325.04K | 0.00 | 129.10K |
AMAZON COM INCSOLE | COM | 328.92K | SH | $75.92M 3.61% | 242.77K | 0.00 | 86.16K |
ALPHABET INCSOLE | CAP STK CL C | 209.48K | SH | $65.73M 3.12% | 125.36K | 0.00 | 84.13K |
COSTCO WHSL CORP NEWSOLE | COM | 63.54K | SH | $54.79M 2.60% | 37.69K | 0.00 | 25.85K |
INTUITSOLE | COM | 76.47K | SH | $50.65M 2.41% | 52.38K | 0.00 | 24.09K |
ELI LILLY & COSOLE | COM | 46.89K | SH | $50.40M 2.40% | 30.11K | 0.00 | 16.78K |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.59M | SH | $43.33M 2.06% | 1.87M | 0.00 | 719.87K |
AMERICAN EXPRESS COSOLE | COM | 110.57K | SH | $40.90M 1.94% | 80.42K | 0.00 | 30.15K |
ADOBE INCSOLE | COM | 97.85K | SH | $34.25M 1.63% | 51.10K | 0.00 | 46.75K |
APPLOVIN CORPSOLE | COM CL A | 50.37K | SH | $33.94M 1.61% | 37.35K | 0.00 | 13.02K |
DELL TECHNOLOGIES INCSOLE | CL C | 259.81K | SH | $32.71M 1.55% | 201.88K | 0.00 | 57.94K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 185.32K | SH | $30.02M 1.43% | 134.38K | 0.00 | 50.94K |
WASTE MGMT INC DELSOLE | COM | 131.97K | SH | $28.99M 1.38% | 92.77K | 0.00 | 39.20K |
MERCADOLIBRE INCSOLE | COM | 13.99K | SH | $28.18M 1.34% | 10.50K | 0.00 | 3.49K |
UNITEDHEALTH GROUP INCSOLE | COM | 80.17K | SH | $26.46M 1.26% | 57.74K | 0.00 | 22.43K |
WILLIAMS SONOMA INCSOLE | COM | 133.50K | SH | $23.84M 1.13% | 106.02K | 0.00 | 27.48K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 87K | SH | $22.38M 1.06% | 50.61K | 0.00 | 36.40K |
QUALCOMM INCSOLE | COM | 128.83K | SH | $22.04M 1.05% | 90.02K | 0.00 | 38.80K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 57.13K | SH | $21.90M 1.04% | 40.14K | 0.00 | 16.99K |
BOOKING HOLDINGS INCSOLE | COM | 3.83K | SH | $20.52M 0.98% | 2.71K | 0.00 | 1.12K |
EXPEDIA GROUP INCSOLE | COM NEW | 71.99K | SH | $20.40M 0.97% | 57.88K | 0.00 | 14.11K |
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