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Home > Institutional Investor > Sitrin Capital Management Llc > Profile

Instuitional Investor - Sitrin Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Sitrin Capital Management Llc
Portfolio Value $225,672,871
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 44,998 $13,020,538 5.77%
2.
Lam Research Corp
 LRCX 27,012 $11,712,000 5.19%
3.
Nvidia Corp
 NVDA 51,629 $10,330,497 4.58%
4.
Marathon Petroleum Corp
 MPC 36,705 $9,384,367 4.16%
5.
Palo Alto Networks Inc
 PANW 26,811 $9,143,087 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.