SITRIN CAPITAL MANAGEMENT LLC

PrivateCIK: 1664771
Location

CENTURY CITY, CA

39
Positions
$199.54M
Total AUM (reported)
1.02M
Total Shares

Allocation by class

TOTAL AUM$199.54M39 positions
COM$154.04M77.2%
COM NEW$15.45M7.7%
TR UNIT$7.93M4.0%
CAP STK CL A$7.81M3.9%
CL A$6.47M3.2%
COM CL A$6.12M3.1%
CAP STK CL C$1.67M0.8%

Portfolio Concentration

Top 315.1%4–1027.6%11–2544.0%Rest13.3%TOP 1042.8%0%100%
Top 3$30.19M15.1%
4–10$55.11M27.6%
11–25$87.79M44.0%
Rest$26.44M13.3%

Top 3 weight

15.1%

Top 10 weight

42.8%

Voting Authority Distribution

Total shares with voting rights: 1.02M

Sole

Full voting authority

1.02M

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)

Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:

APPLE INC

SOLE
COM
Shares45.36K
TypeSH
Market value$11.51M
5.77%
Sole
45.36K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares44.53K
TypeSH
Market value$9.53M
4.77%
Sole
44.53K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares52.50K
TypeSH
Market value$9.16M
4.59%
Sole
52.50K
Shared
0.00
None
0.00

MARATHON PETE CORP

SOLE
COM
Shares37.23K
TypeSH
Market value$9.09M
4.56%
Sole
37.23K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares71.43K
TypeSH
Market value$8.89M
4.46%
Sole
71.43K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares12.16K
TypeSH
Market value$7.93M
3.97%
Sole
12.16K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares26.82K
TypeSH
Market value$7.89M
3.95%
Sole
26.82K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares27.15K
TypeSH
Market value$7.81M
3.91%
Sole
27.15K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.80K
TypeSH
Market value$6.78M
3.40%
Sole
6.80K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares19.12K
TypeSH
Market value$6.73M
3.37%
Sole
19.12K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares31.58K
TypeSH
Market value$6.58M
3.30%
Sole
31.58K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares44.68K
TypeSH
Market value$6.57M
3.29%
Sole
44.68K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares11.31K
TypeSH
Market value$6.47M
3.24%
Sole
11.31K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares27.89K
TypeSH
Market value$6.41M
3.21%
Sole
27.89K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares20.23K
TypeSH
Market value$6.12M
3.06%
Sole
20.23K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares37.89K
TypeSH
Market value$6.07M
3.04%
Sole
37.89K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares27.38K
TypeSH
Market value$5.95M
2.98%
Sole
27.38K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares78.66K
TypeSH
Market value$5.92M
2.97%
Sole
78.66K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares18.48K
TypeSH
Market value$5.72M
2.87%
Sole
18.48K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares5.92K
TypeSH
Market value$5.70M
2.86%
Sole
5.92K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares6.02K
TypeSH
Market value$5.54M
2.77%
Sole
6.02K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares38.90K
TypeSH
Market value$5.34M
2.68%
Sole
38.90K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares14.20K
TypeSH
Market value$5.26M
2.63%
Sole
14.20K
Shared
0.00
None
0.00

AGILENT TECHNOLOGIES INC

SOLE
COM
Shares45.81K
TypeSH
Market value$5.23M
2.62%
Sole
45.81K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares8.13K
TypeSH
Market value$4.91M
2.46%
Sole
8.13K
Shared
0.00
None
0.00
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