Main Street Research LLC 13F Holdings

CIK 0001513211 · SAUSALITO, CA

As of Sep 30, 2025, Main Street Research LLC reported 129 positions worth .9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology601,558 12.2M6.06%
APPLE INCAAPLTechnology351,315$89.5M4.83%
MICROSOFT CORPMSFTTechnology168,164$87.1M4.71%
PALANTIR TECHNOLOGIES INCPLTRTechnology455,493$83.1M4.49%
ROBINHOOD MARKETS INC - AHOODEquity539,305$77.2M4.17%
ALPHABET INCGOOGLEquity299,844$72.9M3.94%
JPMORGAN CHASE & COJPMFinancial Services224,723$70.9M3.83%
BROADCOM INCAVGOTechnology208,426$68.8M3.72%
META PLATFORMS INCMETACommunication Services89,183$65.5M3.54%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology220,871$61.7M3.33%
ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETFISCF—1,495,000$61.5M3.32%
VISA INC-CLASS A SHARESVFinancial Services177,093$60.5M3.27%
COSTCO WHOLESALE CORPCOSTConsumer Defensive63,459$58.7M3.17%
AMAZON.COM INCAMZNEquity262,934$57.7M3.12%
MCKESSON CORPMCKHealthcare68,892$53.2M2.88%
NETFLIX INCNFLXCommunication Services42,922$51.5M2.78%
UBER TECHNOLOGIES INCUBERTechnology452,820$44.4M2.40%
T-MOBILE US INCTMUSCommunication Services180,321$43.2M2.33%
ASML HOLDING NVASMLTechnology40,434$39.1M2.11%
MERCADOLIBRE INCMELIConsumer Cyclical15,833$37.0M2.00%
AMPHENOL CORP-CL AAPHTechnology297,311$36.8M1.99%
SPDR GOLD MINISHARES TRUSTGLDM—466,864$35.7M1.93%
SPOTIFY TECHNOLOGY SASPOTCommunication Services50,422$35.2M1.90%
WALMART INCWMTConsumer Defensive340,885$35.1M1.90%
BARCLAYS PLCBCSFinancial Services1,694,985$35.0M1.89%