Filed: 4/30/2025ACC: 0001420506-25-000840
📋 What this filing means
MAIN STREET RESEARCH LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$1.53B
Total AUM (reported)
8.76M
Total Shares
Allocation by class
COM$985.17M64.4%
CL A$142.14M9.3%
COM CL A$60.27M3.9%
CL B NEW$59.34M3.9%
COM NEW$56.58M3.7%
CAP STK CL A$44.41M2.9%
ADR$33.05M2.2%
Portfolio Concentration
Top 3$227.09M14.8%
4–10$400.61M26.2%
11–25$581.16M38.0%
Rest$321.56M21.0%
Top 3 weight
14.8%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 8.76M
Sole
Full voting authority
8.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:
APPLE INC
SOLEShares373.56K
TypeSH
Market value$82.98M
5.42%
Sole
373.56K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares905.63K
TypeSH
Market value$76.44M
4.99%
Sole
905.63K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares397.08K
TypeSH
Market value$67.67M
4.42%
Sole
397.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares171.37K
TypeSH
Market value$60.06M
3.92%
Sole
171.37K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares312.45K
TypeSH
Market value$59.45M
3.88%
Sole
312.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares103K
TypeSH
Market value$59.36M
3.88%
Sole
103K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares111.42K
TypeSH
Market value$59.34M
3.88%
Sole
111.42K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares61.95K
TypeSH
Market value$58.60M
3.83%
Sole
61.95K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares218.68K
TypeSH
Market value$53.64M
3.50%
Sole
218.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares133.62K
TypeSH
Market value$50.16M
3.28%
Sole
133.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares447.77K
TypeSH
Market value$48.53M
3.17%
Sole
447.77K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares177.90K
TypeSH
Market value$47.45M
3.10%
Sole
177.90K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares68.66K
TypeSH
Market value$46.25M
3.02%
Sole
68.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares265.85K
TypeSH
Market value$44.51M
2.91%
Sole
265.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares287.17K
TypeSH
Market value$44.41M
2.90%
Sole
287.17K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares80.24K
TypeSH
Market value$39.74M
2.60%
Sole
80.24K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares41.70K
TypeSH
Market value$38.89M
2.54%
Sole
41.70K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares8.26K
TypeSH
Market value$38.04M
2.49%
Sole
8.26K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares372.77K
TypeSH
Market value$37.61M
2.46%
Sole
372.77K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares54.90K
TypeSH
Market value$33.37M
2.18%
Sole
54.90K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares70.29K
TypeSH
Market value$32.73M
2.14%
Sole
70.29K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares530.30K
TypeSH
Market value$32.72M
2.14%
Sole
530.30K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares98.56K
TypeSH
Market value$32.51M
2.12%
Sole
98.56K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares1.02M
TypeSH
Market value$32.25M
2.11%
Sole
1.02M
Shared
0.00
None
0.00
SAP SE
SOLEShares119.77K
TypeSH
Market value$32.15M
2.10%
Sole
119.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 373.56K | SH | $82.98M 5.42% | 373.56K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 905.63K | SH | $76.44M 4.99% | 905.63K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 397.08K | SH | $67.67M 4.42% | 397.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 171.37K | SH | $60.06M 3.92% | 171.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 312.45K | SH | $59.45M 3.88% | 312.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 103K | SH | $59.36M 3.88% | 103K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 111.42K | SH | $59.34M 3.88% | 111.42K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 61.95K | SH | $58.60M 3.83% | 61.95K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 218.68K | SH | $53.64M 3.50% | 218.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 133.62K | SH | $50.16M 3.28% | 133.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 447.77K | SH | $48.53M 3.17% | 447.77K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 177.90K | SH | $47.45M 3.10% | 177.90K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 68.66K | SH | $46.25M 3.02% | 68.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 265.85K | SH | $44.51M 2.91% | 265.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 287.17K | SH | $44.41M 2.90% | 287.17K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 80.24K | SH | $39.74M 2.60% | 80.24K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 41.70K | SH | $38.89M 2.54% | 41.70K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 8.26K | SH | $38.04M 2.49% | 8.26K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 372.77K | SH | $37.61M 2.46% | 372.77K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 54.90K | SH | $33.37M 2.18% | 54.90K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 70.29K | SH | $32.73M 2.14% | 70.29K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 530.30K | SH | $32.72M 2.14% | 530.30K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 98.56K | SH | $32.51M 2.12% | 98.56K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 1.02M | SH | $32.25M 2.11% | 1.02M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 119.77K | SH | $32.15M 2.10% | 119.77K | 0.00 | 0.00 |
Page 1 of 5
…