Read this manager's filing book
Disclosed positions
Henshaw Capital LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- NVIDIA CORPORATION
- Ticker
- NVDA
- Class
- COM
- Reported value
- $206,902,417
- Reported amount
- 1,034,047
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002131483-26-000054Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $206,902,417 | 1,034,047 | SH | None |
| APPLE INC | AAPL | COM | $182,771,057 | 631,639 | SH | None |
| ELI LILLY & CO | LLY | COM | $140,544,512 | 117,176 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $123,849,900 | 171,300 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $108,858,048 | 332,564 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $100,063,600 | 280,000 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $99,193,864 | 280,740 | SH | None |
| GE AEROSPACE | GE | COM NEW | $92,685,040 | 248,000 | SH | None |
| ISHARES INC | EUSA | MSCI EQUAL WEITE | $88,154,680 | 772,000 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $81,033,172 | 237,620 | SH | None |
| AMAZON COM INC | AMZN | COM | $77,610,416 | 325,629 | SH | None |
| GE VERNOVA INC | GEV | COM | $72,841,321 | 62,000 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $71,011,614 | 238,382 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $70,672,511 | 582,050 | SH | None |
| MICROSOFT CORP | MSFT | COM | $69,125,378 | 185,313 | SH | None |
| WALMART INC | WMT | COM | $66,527,230 | 587,385 | SH | None |
| META PLATFORMS INC | META | CL A | $65,003,666 | 115,400 | SH | None |
| BLACKROCK INC | BLK | COM | $63,477,204 | 66,015 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $51,343,820 | 73,000 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $49,648,089 | 592,813 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $48,128,858 | 352,025 | SH | None |
| CATERPILLAR INC | CAT | COM | $46,828,978 | 43,975 | SH | None |
| GLOBAL X FDS | SHLD | DEFENSE TECH ETF | $45,319,890 | 759,000 | SH | None |
| UNION PAC CORP | UNP | COM | $45,063,016 | 165,673 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $44,546,317 | 198,912 | SH | None |
| ORACLE CORP | ORCL | COM | $43,293,610 | 295,419 | SH | None |
| HOME DEPOT INC | HD | COM | $42,419,754 | 120,278 | SH | None |
| CISCO SYS INC | CSCO | COM | $41,795,676 | 355,829 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $40,499,394 | 80,779 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $40,394,310 | 109,000 | SH | None |
| AFLAC INC | AFL | COM | $38,809,750 | 331,000 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $36,830,200 | 110,000 | SH | None |
| SALESFORCE INC | CRM | COM | $33,838,560 | 216,000 | SH | None |
| MCDONALDS CORP | MCD | COM | $33,564,233 | 124,169 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $33,251,666 | 98,305 | SH | None |
| DOVER CORP | DOV | COM | $27,816,327 | 124,025 | SH | None |
| COCA COLA CO | KO | COM | $27,046,440 | 332,797 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $26,460,060 | 70,500 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $25,845,144 | 51,650 | SH | None |
| BOEING CO | BA | COM | $25,592,768 | 118,228 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $25,490,994 | 34,135 | SH | None |
| SHELL PLC | SHEL | SPON ADS | $25,065,130 | 333,572 | SH | None |
| CITIGROUP INC | C | COM NEW | $24,353,040 | 174,000 | SH | None |
| VISA INC | V | COM CL A | $23,833,433 | 69,467 | SH | None |
| FEDEX CORP | FDX | COM | $21,363,912 | 68,227 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $20,900,160 | 59,000 | SH | None |
| STARBUCKS CORP | SBUX | COM | $20,474,075 | 200,353 | SH | None |
| MARATHON PETE CORP | MPC | COM | $20,092,923 | 78,589 | SH | None |
| PEPSICO INC | PEP | COM | $17,692,200 | 130,666 | SH | None |
| MONDELEZ INTL INC | MDLZ | CL A | $14,170,800 | 245,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.