PRINCETON CAPITAL MANAGEMENT LLC

Filed: 8/6/2025ACC: 0001167026-25-000007

📋 What this filing means

PRINCETON CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $336.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$336.82M

Total AUM (reported)

1.96M

Total Shares

Allocation by class

COM$267.64M79.5%

CL A$28.25M8.4%

CAP STK CL A$15.72M4.7%

COM NEW$6.87M2.0%

CL C$2.60M0.8%

CAP STK CL C$2.41M0.7%

CLASS A$1.75M0.5%

Portfolio Concentration

Top 3$117.90M35.0%

4–10$95.87M28.5%

11–25$57.59M17.1%

Rest$65.46M19.4%

Top 3 weight

35.0%

Top 10 weight

63.5%

Voting Authority Distribution

Total shares with voting rights: 1.96M

Sole

Full voting authority

1.78M

% of voting shares90.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

186.62K

% of voting shares9.5%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeSole · 90.5% of voting shares

Institutional Holdings127

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares413.40K

TypeSH

Market value$65.31M

19.39%

Sole

351.45K

Shared

0.00

None

61.95K

APPLE INC

SOLE

COM

Shares130.35K

TypeSH

Market value$26.74M

7.94%

Sole

120.02K

Shared

0.00

None

10.34K

MICROSOFT CORP

SOLE

COM

Shares51.95K

TypeSH

Market value$25.84M

7.67%

Sole

43.41K

Shared

0.00

None

8.54K

AMAZON COM INC

SOLE

COM

Shares115.29K

TypeSH

Market value$25.29M

7.51%

Sole

92.09K

Shared

0.00

None

23.20K

CROWDSTRIKE HLDGS INC

SOLE

CL A

Shares33.12K

TypeSH

Market value$16.87M

5.01%

Sole

29.30K

Shared

0.00

None

3.83K

ALPHABET INC

SOLE

CAP STK CL A

Shares89.18K

TypeSH

Market value$15.72M

4.67%

Sole

78.69K

Shared

0.00

None

10.48K

ELI LILLY & CO

SOLE

COM

Shares15.15K

TypeSH

Market value$11.81M

3.51%

Sole

13.74K

Shared

0.00

None

1.41K

QUANTA SVCS INC

SOLE

COM

Shares28.13K

TypeSH

Market value$10.63M

3.16%

Sole

22.01K

Shared

0.00

None

6.12K

BROADCOM INC

SOLE

COM

Shares29.85K

TypeSH

Market value$8.23M

2.44%

Sole

27.08K

Shared

0.00

None

2.77K

ZSCALER INC

SOLE

COM

Shares23.32K

TypeSH

Market value$7.32M

2.17%

Sole

20.88K

Shared

0.00

None

2.44K

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares14.47K

TypeSH

Market value$6.44M

1.91%

Sole

11.68K

Shared

0.00

None

2.80K

UNIVERSAL DISPLAY CORP

SOLE

COM

Shares39.58K

TypeSH

Market value$6.11M

1.81%

Sole

27.79K

Shared

0.00

None

11.79K

MASTERCARD INCORPORATED

SOLE

CL A

Shares10.21K

TypeSH

Market value$5.74M

1.70%

Sole

9.60K

Shared

0.00

None

609.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares19.11K

TypeSH

Market value$5.54M

1.65%

Sole

18.08K

Shared

0.00

None

1.04K

GE VERNOVA INC

SOLE

COM

Shares9.16K

TypeSH

Market value$4.85M

1.44%

Sole

8.38K

Shared

0.00

None

779.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares3.76K

TypeSH

Market value$3.72M

1.10%

Sole

3.76K

Shared

0.00

None

0.00

GE AEROSPACE

SOLE

COM NEW

Shares13.13K

TypeSH

Market value$3.38M

1.00%

Sole

11.80K

Shared

0.00

None

1.33K

META PLATFORMS INC

SOLE

CL A

Shares4.20K

TypeSH

Market value$3.10M

0.92%

Sole

3.96K

Shared

0.00

None

241.00

QUALCOMM INC

SOLE

COM

Shares18.91K

TypeSH

Market value$3.01M

0.89%

Sole

16.11K

Shared

0.00

None

2.80K

RTX CORPORATION

SOLE

COM

Shares19.98K

TypeSH

Market value$2.92M

0.87%

Sole

18.52K

Shared

0.00

None

1.45K

AMERICAN TOWER CORP NEW

SOLE

COM

Shares12.88K

TypeSH

Market value$2.85M

0.84%

Sole

9.79K

Shared

0.00

None

3.09K

DELL TECHNOLOGIES INC

SOLE

CL C

Shares21.18K

TypeSH

Market value$2.60M

0.77%

Sole

19.32K

Shared

0.00

None

1.86K

NXP SEMICONDUCTORS N V

SOLE

COM

Shares11.75K

TypeSH

Market value$2.57M

0.76%

Sole

11.30K

Shared

0.00

None

446.00

ALPHABET INC

SOLE

CAP STK CL C

Shares13.58K

TypeSH

Market value$2.41M

0.71%

Sole

8.44K

Shared

0.00

None

5.14K

DEERE & CO

SOLE

COM

Shares4.63K

TypeSH

Market value$2.36M

0.70%

Sole

4.24K

Shared

0.00

None

400.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	413.40K	SH	$65.31M 19.39%	351.45K	61.95K
APPLE INCSOLE	COM	130.35K	SH	$26.74M 7.94%	120.02K	10.34K
MICROSOFT CORPSOLE	COM	51.95K	SH	$25.84M 7.67%	43.41K	8.54K
AMAZON COM INCSOLE	COM	115.29K	SH	$25.29M 7.51%	92.09K	23.20K
CROWDSTRIKE HLDGS INCSOLE	CL A	33.12K	SH	$16.87M 5.01%	29.30K	3.83K
ALPHABET INCSOLE	CAP STK CL A	89.18K	SH	$15.72M 4.67%	78.69K	10.48K
ELI LILLY & COSOLE	COM	15.15K	SH	$11.81M 3.51%	13.74K	1.41K
QUANTA SVCS INCSOLE	COM	28.13K	SH	$10.63M 3.16%	22.01K	6.12K
BROADCOM INCSOLE	COM	29.85K	SH	$8.23M 2.44%	27.08K	2.77K
ZSCALER INCSOLE	COM	23.32K	SH	$7.32M 2.17%	20.88K	2.44K
VERTEX PHARMACEUTICALS INCSOLE	COM	14.47K	SH	$6.44M 1.91%	11.68K	2.80K
UNIVERSAL DISPLAY CORPSOLE	COM	39.58K	SH	$6.11M 1.81%	27.79K	11.79K
MASTERCARD INCORPORATEDSOLE	CL A	10.21K	SH	$5.74M 1.70%	9.60K	609.00
JPMORGAN CHASE & CO.SOLE	COM	19.11K	SH	$5.54M 1.65%	18.08K	1.04K
GE VERNOVA INCSOLE	COM	9.16K	SH	$4.85M 1.44%	8.38K	779.00
COSTCO WHSL CORP NEWSOLE	COM	3.76K	SH	$3.72M 1.10%	3.76K	0.00
GE AEROSPACESOLE	COM NEW	13.13K	SH	$3.38M 1.00%	11.80K	1.33K
META PLATFORMS INCSOLE	CL A	4.20K	SH	$3.10M 0.92%	3.96K	241.00
QUALCOMM INCSOLE	COM	18.91K	SH	$3.01M 0.89%	16.11K	2.80K
RTX CORPORATIONSOLE	COM	19.98K	SH	$2.92M 0.87%	18.52K	1.45K
AMERICAN TOWER CORP NEWSOLE	COM	12.88K	SH	$2.85M 0.84%	9.79K	3.09K
DELL TECHNOLOGIES INCSOLE	CL C	21.18K	SH	$2.60M 0.77%	19.32K	1.86K
NXP SEMICONDUCTORS N VSOLE	COM	11.75K	SH	$2.57M 0.76%	11.30K	446.00
ALPHABET INCSOLE	CAP STK CL C	13.58K	SH	$2.41M 0.71%	8.44K	5.14K
DEERE & COSOLE	COM	4.63K	SH	$2.36M 0.70%	4.24K	400.00

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