Filed: 11/13/2025ACC: 0001420506-25-003188
📋 What this filing means
MAIN STREET RESEARCH LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $1.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$1.85B
Total AUM (reported)
11.84M
Total Shares
Allocation by class
COM$1.03B55.7%
CL A$190.23M10.3%
COM CL A$138.79M7.5%
SHS$103.21M5.6%
CAP STK CL A$72.89M3.9%
ADR$66.83M3.6%
SPONSORED ADS$62.31M3.4%
Portfolio Concentration
Top 3$288.79M15.6%
4–10$500.03M27.0%
11–25$684.61M37.0%
Rest$377.39M20.4%
Top 3 weight
15.6%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 11.84M
Sole
Full voting authority
11.84M
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)
Sole129
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings129
Rows:
NVIDIA CORPORATION
SOLEShares601.56K
TypeSH
Market value$112.24M
6.06%
Sole
601.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares351.31K
TypeSH
Market value$89.46M
4.83%
Sole
351.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares168.16K
TypeSH
Market value$87.10M
4.71%
Sole
168.16K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares455.49K
TypeSH
Market value$83.09M
4.49%
Sole
455.49K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares539.30K
TypeSH
Market value$77.22M
4.17%
Sole
539.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares299.84K
TypeSH
Market value$72.89M
3.94%
Sole
299.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares224.72K
TypeSH
Market value$70.88M
3.83%
Sole
224.72K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares208.43K
TypeSH
Market value$68.76M
3.72%
Sole
208.43K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares89.18K
TypeSH
Market value$65.49M
3.54%
Sole
89.18K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares220.87K
TypeSH
Market value$61.69M
3.33%
Sole
220.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.50M
TypeSH
Market value$61.48M
3.32%
Sole
1.50M
Shared
0.00
None
0.00
VISA INC
SOLEShares177.09K
TypeSH
Market value$60.46M
3.27%
Sole
177.09K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares63.46K
TypeSH
Market value$58.74M
3.17%
Sole
63.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares262.93K
TypeSH
Market value$57.73M
3.12%
Sole
262.93K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares68.89K
TypeSH
Market value$53.22M
2.88%
Sole
68.89K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares42.92K
TypeSH
Market value$51.46M
2.78%
Sole
42.92K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares452.82K
TypeSH
Market value$44.36M
2.40%
Sole
452.82K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares180.32K
TypeSH
Market value$43.17M
2.33%
Sole
180.32K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares40.43K
TypeSH
Market value$39.14M
2.11%
Sole
40.43K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares15.83K
TypeSH
Market value$37.00M
2.00%
Sole
15.83K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares297.31K
TypeSH
Market value$36.79M
1.99%
Sole
297.31K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares466.86K
TypeSH
Market value$35.69M
1.93%
Sole
466.86K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares50.42K
TypeSH
Market value$35.19M
1.90%
Sole
50.42K
Shared
0.00
None
0.00
WALMART INC
SOLEShares340.88K
TypeSH
Market value$35.13M
1.90%
Sole
340.88K
Shared
0.00
None
0.00
BARCLAYS PLC
SOLEShares1.69M
TypeSH
Market value$35.04M
1.89%
Sole
1.69M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 601.56K | SH | $112.24M 6.06% | 601.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 351.31K | SH | $89.46M 4.83% | 351.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 168.16K | SH | $87.10M 4.71% | 168.16K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 455.49K | SH | $83.09M 4.49% | 455.49K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 539.30K | SH | $77.22M 4.17% | 539.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 299.84K | SH | $72.89M 3.94% | 299.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 224.72K | SH | $70.88M 3.83% | 224.72K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 208.43K | SH | $68.76M 3.72% | 208.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 89.18K | SH | $65.49M 3.54% | 89.18K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 220.87K | SH | $61.69M 3.33% | 220.87K | 0.00 | 0.00 |
ISHARES TRSOLE | INTERNATIONAL SL | 1.50M | SH | $61.48M 3.32% | 1.50M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 177.09K | SH | $60.46M 3.27% | 177.09K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 63.46K | SH | $58.74M 3.17% | 63.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 262.93K | SH | $57.73M 3.12% | 262.93K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 68.89K | SH | $53.22M 2.88% | 68.89K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 42.92K | SH | $51.46M 2.78% | 42.92K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 452.82K | SH | $44.36M 2.40% | 452.82K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 180.32K | SH | $43.17M 2.33% | 180.32K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 40.43K | SH | $39.14M 2.11% | 40.43K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 15.83K | SH | $37.00M 2.00% | 15.83K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 297.31K | SH | $36.79M 1.99% | 297.31K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 466.86K | SH | $35.69M 1.93% | 466.86K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 50.42K | SH | $35.19M 1.90% | 50.42K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 340.88K | SH | $35.13M 1.90% | 340.88K | 0.00 | 0.00 |
BARCLAYS PLCSOLE | ADR | 1.69M | SH | $35.04M 1.89% | 1.69M | 0.00 | 0.00 |
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