Filed: 2/9/2026ACC: 0001420506-26-000210
📋 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 $1.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$1.75B
Total AUM (reported)
12.55M
Total Shares
Allocation by class
COM$896.21M51.3%
CL A$179.75M10.3%
COM CL A$121.82M7.0%
CAP STK CL A$93.13M5.3%
INTERNATIONAL SL$79.14M4.5%
ADR$73.29M4.2%
SPONSORED ADS$67.50M3.9%
Portfolio Concentration
Top 3$285.60M16.3%
4–10$506.60M29.0%
11–25$676.48M38.7%
Rest$279.49M16.0%
Top 3 weight
16.3%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 12.55M
Sole
Full voting authority
12.55M
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
SOLEShares595.84K
TypeSH
Market value$111.12M
6.36%
Sole
595.84K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares297.54K
TypeSH
Market value$93.13M
5.33%
Sole
297.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares168.21K
TypeSH
Market value$81.35M
4.65%
Sole
168.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.91M
TypeSH
Market value$79.14M
4.53%
Sole
1.91M
Shared
0.00
None
0.00
APPLE INC
SOLEShares290.94K
TypeSH
Market value$79.09M
4.52%
Sole
290.94K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares440.25K
TypeSH
Market value$78.25M
4.48%
Sole
440.25K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares221.92K
TypeSH
Market value$71.51M
4.09%
Sole
221.92K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares205.40K
TypeSH
Market value$71.09M
4.07%
Sole
205.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares218.15K
TypeSH
Market value$66.47M
3.80%
Sole
218.15K
Shared
0.00
None
0.00
VISA INC
SOLEShares174.09K
TypeSH
Market value$61.05M
3.49%
Sole
174.09K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares532.40K
TypeSH
Market value$60.21M
3.44%
Sole
532.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares259.85K
TypeSH
Market value$59.98M
3.43%
Sole
259.85K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares86.55K
TypeSH
Market value$57.13M
3.27%
Sole
86.55K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares67.36K
TypeSH
Market value$55.31M
3.16%
Sole
67.36K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares62.37K
TypeSH
Market value$53.78M
3.08%
Sole
62.37K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares360.53K
TypeSH
Market value$43.96M
2.51%
Sole
360.53K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares40.12K
TypeSH
Market value$42.92M
2.46%
Sole
40.12K
Shared
0.00
None
0.00
BARCLAYS PLC
SOLEShares1.68M
TypeSH
Market value$42.83M
2.45%
Sole
1.68M
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares295.36K
TypeSH
Market value$39.99M
2.29%
Sole
295.36K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares462.32K
TypeSH
Market value$39.47M
2.26%
Sole
462.32K
Shared
0.00
None
0.00
WALMART INC
SOLEShares338.39K
TypeSH
Market value$37.78M
2.16%
Sole
338.39K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares179.32K
TypeSH
Market value$37.11M
2.12%
Sole
179.32K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares446.90K
TypeSH
Market value$36.52M
2.09%
Sole
446.90K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares381.87K
TypeSH
Market value$34.94M
2.00%
Sole
381.87K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares355.46K
TypeSH
Market value$34.56M
1.98%
Sole
355.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 595.84K | SH | $111.12M 6.36% | 595.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 297.54K | SH | $93.13M 5.33% | 297.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 168.21K | SH | $81.35M 4.65% | 168.21K | 0.00 | 0.00 |
ISHARES TRSOLE | INTERNATIONAL SL | 1.91M | SH | $79.14M 4.53% | 1.91M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 290.94K | SH | $79.09M 4.52% | 290.94K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 440.25K | SH | $78.25M 4.48% | 440.25K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 221.92K | SH | $71.51M 4.09% | 221.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 205.40K | SH | $71.09M 4.07% | 205.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 218.15K | SH | $66.47M 3.80% | 218.15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 174.09K | SH | $61.05M 3.49% | 174.09K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 532.40K | SH | $60.21M 3.44% | 532.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 259.85K | SH | $59.98M 3.43% | 259.85K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 86.55K | SH | $57.13M 3.27% | 86.55K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 67.36K | SH | $55.31M 3.16% | 67.36K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 62.37K | SH | $53.78M 3.08% | 62.37K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 360.53K | SH | $43.96M 2.51% | 360.53K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 40.12K | SH | $42.92M 2.46% | 40.12K | 0.00 | 0.00 |
BARCLAYS PLCSOLE | ADR | 1.68M | SH | $42.83M 2.45% | 1.68M | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 295.36K | SH | $39.99M 2.29% | 295.36K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 462.32K | SH | $39.47M 2.26% | 462.32K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 338.39K | SH | $37.78M 2.16% | 338.39K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 179.32K | SH | $37.11M 2.12% | 179.32K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 446.90K | SH | $36.52M 2.09% | 446.90K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 381.87K | SH | $34.94M 2.00% | 381.87K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 355.46K | SH | $34.56M 1.98% | 355.46K | 0.00 | 0.00 |
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