Filed: 8/5/2025ACC: 0001420506-25-001710
📋 What this filing means
MAIN STREET RESEARCH LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$1.61B
Total AUM (reported)
8.16M
Total Shares
Allocation by class
COM$909.49M56.6%
CL A$114.16M7.1%
COM CL A$112.60M7.0%
SHS$105.63M6.6%
SPONSORED ADS$57.75M3.6%
CL B NEW$56.44M3.5%
CAP STK CL A$52.40M3.3%
Portfolio Concentration
Top 3$223.89M13.9%
4–10$412.61M25.7%
11–25$639.27M39.8%
Rest$330.73M20.6%
Top 3 weight
13.9%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 8.16M
Sole
Full voting authority
8.16M
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)
Sole115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:
NVIDIA CORPORATION
SOLEShares595.18K
TypeSH
Market value$94.04M
5.85%
Sole
595.18K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares224.29K
TypeSH
Market value$65.02M
4.05%
Sole
224.29K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares406.91K
TypeSH
Market value$64.83M
4.04%
Sole
406.91K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares461.43K
TypeSH
Market value$62.90M
3.92%
Sole
461.43K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares62.85K
TypeSH
Market value$62.22M
3.87%
Sole
62.85K
Shared
0.00
None
0.00
VISA INC
SOLEShares172.42K
TypeSH
Market value$61.22M
3.81%
Sole
172.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares294.39K
TypeSH
Market value$60.40M
3.76%
Sole
294.39K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares42.59K
TypeSH
Market value$57.03M
3.55%
Sole
42.59K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.18K
TypeSH
Market value$56.44M
3.51%
Sole
116.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares297.35K
TypeSH
Market value$52.40M
3.26%
Sole
297.35K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares184.63K
TypeSH
Market value$50.89M
3.17%
Sole
184.63K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares69.18K
TypeSH
Market value$50.74M
3.16%
Sole
69.18K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares536.74K
TypeSH
Market value$50.25M
3.13%
Sole
536.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares224.16K
TypeSH
Market value$49.18M
3.06%
Sole
224.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares94.70K
TypeSH
Market value$47.11M
2.93%
Sole
94.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares63.65K
TypeSH
Market value$46.98M
2.92%
Sole
63.65K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares179.65K
TypeSH
Market value$42.80M
2.66%
Sole
179.65K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares449.33K
TypeSH
Market value$41.92M
2.61%
Sole
449.33K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares15.73K
TypeSH
Market value$41.11M
2.56%
Sole
15.73K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares381.29K
TypeSH
Market value$40.95M
2.55%
Sole
381.29K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares49.82K
TypeSH
Market value$38.23M
2.38%
Sole
49.82K
Shared
0.00
None
0.00
SAP SE
SOLEShares120.72K
TypeSH
Market value$36.71M
2.29%
Sole
120.72K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares1.04M
TypeSH
Market value$34.99M
2.18%
Sole
1.04M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares72.48K
TypeSH
Market value$34.01M
2.12%
Sole
72.48K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares76.35K
TypeSH
Market value$33.40M
2.08%
Sole
76.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 595.18K | SH | $94.04M 5.85% | 595.18K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 224.29K | SH | $65.02M 4.05% | 224.29K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 406.91K | SH | $64.83M 4.04% | 406.91K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 461.43K | SH | $62.90M 3.92% | 461.43K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 62.85K | SH | $62.22M 3.87% | 62.85K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 172.42K | SH | $61.22M 3.81% | 172.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 294.39K | SH | $60.40M 3.76% | 294.39K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 42.59K | SH | $57.03M 3.55% | 42.59K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 116.18K | SH | $56.44M 3.51% | 116.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 297.35K | SH | $52.40M 3.26% | 297.35K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 184.63K | SH | $50.89M 3.17% | 184.63K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 69.18K | SH | $50.74M 3.16% | 69.18K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 536.74K | SH | $50.25M 3.13% | 536.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 224.16K | SH | $49.18M 3.06% | 224.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 94.70K | SH | $47.11M 2.93% | 94.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 63.65K | SH | $46.98M 2.92% | 63.65K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 179.65K | SH | $42.80M 2.66% | 179.65K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 449.33K | SH | $41.92M 2.61% | 449.33K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 15.73K | SH | $41.11M 2.56% | 15.73K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 381.29K | SH | $40.95M 2.55% | 381.29K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 49.82K | SH | $38.23M 2.38% | 49.82K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 120.72K | SH | $36.71M 2.29% | 120.72K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 1.04M | SH | $34.99M 2.18% | 1.04M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 72.48K | SH | $34.01M 2.12% | 72.48K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 76.35K | SH | $33.40M 2.08% | 76.35K | 0.00 | 0.00 |
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