Harry Burn — 13F-Depot · Tickerlink

Harry Burn - Sound Shore Management

Portfolio

$45.72 B

Positionen

2040

Stichtag

2026-06-30

Quartal

Q2 2026


NVDA	NVDANVIDIA CORP.	4.91%	Add 8.17%	11,212,542	$2.24 B
AAPL	AAPLAPPLE INC	4.27%	Add 8.65%	6,744,315	$1.95 B
MSFT	MSFTMICROSOFT CORP	2.86%		3,505,255	$1.31 B
AMZN	AMZNAMAZON.COM INC.	2.54%	Add 26.74%	4,863,600	$1.16 B
GOOGL	GOOGLALPHABET INC/CA-CL A	2.23%	Add 6.14%	2,849,603	$1.02 B
AVGO	AVGOBROADCOM INC	1.84%	Add 7.66%	2,232,533	$843.34 M
GOOG	GOOGALPHABET INC/CA-CL C	1.67%	Add 5.62%	2,155,972	$761.77 M
META	METAMETA PLATFORMS INC-A	1.38%	Add 32.77%	1,120,217	$631.01 M
MU	MUMICRON TECHNOLOGY	1.28%	Reduce 86.05%	506,428	$584.56 M
TSLA	TSLATESLA INC	1.11%	Reduce 90.50%	1,211,558	$509.58 M
—	ELI LILLY AND COMPAN	1.05%	Add 4.09%	401,619	$481.71 M
AMD	AMDADVANCED MICRO	0.90%	Reduce 87.63%	709,343	$412.06 M
JPM	JPMJPMORGAN CHASE & CO	0.85%		1,187,080	$388.57 M
HTHT	HTHTH WORLD GROUP LTD	0.83%	Add 4.51%	9,043,586	$377.30 M
BRK-B	BRK-BBERKSHIRE HATHAWAY'B	0.75%		682,593	$341.56 M
JNJ.DE	JNJ.DEJOHNSON & JOHNSON	0.74%		1,328,686	$337.45 M
PDD	PDDPDD HOLDINGS INC	0.71%	Add 40.90%	4,273,439	$325.98 M
V	VVISA INC-CL A SHARES	0.69%	Reduce 74.38%	913,063	$313.26 M
AAPL	AAPLAPPLE INC	0.68%	Add 8.65%	1,074,726	$310.98 M
AMAT	AMATAPPLIED MATERIALS	0.67%	Reduce 84.10%	423,888	$306.47 M
LRCX	LRCXLAM RESEARCH CORP.	0.64%	Reduce 82.21%	672,978	$291.62 M
INTC	INTCINTEL CORPORATION	0.60%	Reduce 74.48%	1,978,233	$276.22 M
XOM	XOMEXXON MOBIL CORP.	0.59%	Add 605.00%	1,988,643	$271.89 M
CSCO	CSCOCISCO SYSTEMS INC	0.58%	Reduce 7.09%	2,269,215	$266.54 M
MA	MAMASTERCARD INC-A	0.55%	Reduce 6.06%	489,405	$251.36 M

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