Hollsteen

Companies

From SEC filings · market cap derived from 13F holdings, revenue in the latest fiscal year

CompanyPeriodMarket capRevenueTrendCoverage
NVIDIANVDA FY2016 – Q2 FY2027 ≈ $4.8T
as of Jun 30, 2026 (derived from 13F)		 $215.9B 99.0%
AlphabetGOOGL FY2016 – Q2 2026 ≈ $4.3T
as of Jun 30, 2026 (derived from 13F)		 $402.8B 93.5%
AppleAAPL FY2016 – Q3 FY2026 ≈ $4.2T
as of Jun 30, 2026 (derived from 13F)		 $416.2B 98.2%
MicrosoftMSFT FY2016 – FY2026 ≈ $2.8T
as of Jun 30, 2026 (derived from 13F)		 $331.8B 99.6%
AmazonAMZN FY2016 – Q2 2026 ≈ $2.6T
as of Jun 30, 2026 (derived from 13F)		 $716.9B 96.8%
TSMCTSM FY2016 – FY2025 ≈ $2.5T
as of Jun 30, 2026 (derived from 13F)		 NT$3,809.1B 98.7%
SpaceXSPCX FY2023 – Q2 2026 ≈ $2.3T
as of Jun 30, 2026 (derived from 13F)		 $18.7B 100.0%
BroadcomAVGO FY2016 – Q3 FY2026 ≈ $1.8T
as of Jun 30, 2026 (derived from 13F)		 $63.9B 98.4%
TeslaTSLA FY2016 – Q2 2026 ≈ $1.7T
as of Jun 30, 2026 (derived from 13F)		 $94.8B 97.8%
Meta FY2016 – Q2 2026 ≈ $1.4T
as of Jun 30, 2026 (derived from 13F)		 $201.0B 97.6%
MicronMU FY2016 – Q3 FY2026 ≈ $1.3T
as of Jun 30, 2026 (derived from 13F)		 $37.4B 95.8%
AMD FY2016 – Q2 2026 ≈ $948B
as of Jun 30, 2026 (derived from 13F)		 $34.6B 94.3%
ASML FY2016 – FY2025 ≈ $767B
as of Jun 30, 2026 (derived from 13F)		 €32.7B 97.7%
IntelINTC FY2016 – Q2 2026 ≈ $704B
as of Jun 30, 2026 (derived from 13F)		 $52.9B 93.5%
Applied MaterialsAMAT FY2016 – Q3 FY2026 ≈ $574B
as of Jun 30, 2026 (derived from 13F)		 $28.4B 100.0%
Lam ResearchLRCX FY2016 – FY2026 ≈ $542B
as of Jun 30, 2026 (derived from 13F)		 $23.2B 98.5%
CiscoCSCO FY2016 – FY2026 ≈ $463B
as of Jun 30, 2026 (derived from 13F)		 $63.3B 97.1%
OracleORCL FY2016 – Q1 FY2027 ≈ $443B
as of Jun 30, 2026 (derived from 13F)		 $67.4B 92.9%
KLAKLAC FY2016 – FY2026 ≈ $394B
as of Jun 30, 2026 (derived from 13F)		 $13.6B 96.8%
Arm FY2016 – FY2026 ≈ $377B
as of Jun 30, 2026 (derived from 13F)		 $4.9B 97.6%
PalantirPLTR FY2016 – Q2 2026 ≈ $280B
as of Jun 30, 2026 (derived from 13F)		 $4.5B 95.8%
Palo Alto NetworksPANW FY2016 – FY2026 ≈ $279B
as of Jun 30, 2026 (derived from 13F)		 $11.5B 97.4%
Dell FY2016 – Q2 FY2027 ≈ $274B
as of Jun 30, 2026 (derived from 13F)		 $113.5B 95.3%
Texas InstrumentsTXN FY2016 – Q2 2026 ≈ $272B
as of Jun 30, 2026 (derived from 13F)		 $17.7B 98.1%
IBM FY2016 – Q2 2026 ≈ $265B
as of Jun 30, 2026 (derived from 13F)		 $67.5B 95.2%
MarvellMRVL FY2016 – Q2 FY2027 ≈ $261B
as of Jun 30, 2026 (derived from 13F)		 $8.2B 96.0%
Western DigitalWDC FY2016 – FY2026 ≈ $230B
as of Jun 30, 2026 (derived from 13F)		 $12.9B 93.6%
CorningGLW FY2016 – Q2 2026 ≈ $220B
as of Jun 30, 2026 (derived from 13F)		 $15.6B 83.7%
SeagateSTX FY2016 – FY2026 ≈ $219B
as of Jun 30, 2026 (derived from 13F)		 $12.2B 94.1%
AmphenolAPH FY2016 – Q2 2026 ≈ $217B
as of Jun 30, 2026 (derived from 13F)		 $23.1B 93.1%
AristaANET FY2016 – Q2 2026 ≈ $214B
as of Jun 30, 2026 (derived from 13F)		 $9.0B 97.2%
CrowdStrikeCRWD FY2016 – Q2 FY2027 ≈ $195B
as of Jun 30, 2026 (derived from 13F)		 $4.8B 92.8%
QualcommQCOM FY2016 – Q3 FY2026 ≈ $194B
as of Jun 30, 2026 (derived from 13F)		 $44.3B 92.4%
Analog DevicesADI FY2016 – Q3 FY2026 ≈ $192B
as of Jun 30, 2026 (derived from 13F)		 $11.0B 97.8%
SAPSAP FY2016 – FY2025 ≈ $189B
as of Jun 30, 2026 (derived from 13F)		 €36.8B 97.5%
AppLovinAPP FY2016 – Q2 2026 ≈ $172B
as of Jun 30, 2026 (derived from 13F)		 $5.5B 94.4%
Uber FY2016 – Q2 2026 ≈ $147B
as of Jun 30, 2026 (derived from 13F)		 $52.0B 96.4%
ShopifySHOP FY2016 – Q2 2026 ≈ $147B
as of Jun 30, 2026 (derived from 13F)		 $11.6B 96.7%
SalesforceCRM FY2016 – Q2 FY2027 ≈ $129B
as of Jun 30, 2026 (derived from 13F)		 $41.5B 93.8%
VertivVRT FY2016 – Q2 2026 ≈ $129B
as of Jun 30, 2026 (derived from 13F)		 $10.2B 96.8%
FortinetFTNT FY2016 – Q2 2026 ≈ $113B
as of Jun 30, 2026 (derived from 13F)		 $6.8B 95.3%
CadenceCDNS FY2016 – Q1 2026 ≈ $104B
as of Jun 30, 2026 (derived from 13F)		 $5.3B 95.1%
ServiceNowNOW FY2016 – Q2 2026 ≈ $103B
as of Jun 30, 2026 (derived from 13F)		 $13.3B 96.1%
ASE TechnologyASX FY2016 – FY2025 ≈ $100B
as of Jun 30, 2026 (derived from 13F)		 NT$645.4B 99.7%
SpotifySPOT FY2016 – FY2025 ≈ $95B
as of Jun 30, 2026 (derived from 13F)		 €0.7B 100.0%
DatadogDDOG FY2016 – Q2 2026 ≈ $93B
as of Jun 30, 2026 (derived from 13F)		 $3.4B 96.7%
SnowflakeSNOW FY2016 – Q2 FY2027 ≈ $90B
as of Jun 30, 2026 (derived from 13F)		 $4.7B 96.4%
ADP FY2016 – FY2026 ≈ $89B
as of Jun 30, 2026 (derived from 13F)		 $21.9B 91.9%
CloudflareNET FY2016 – Q2 2026 ≈ $87B
as of Jun 30, 2026 (derived from 13F)		 $2.2B 97.7%
SynopsysSNPS FY2016 – Q3 FY2026 ≈ $85B
as of Jun 30, 2026 (derived from 13F)		 $7.1B 94.5%
Astera LabsALAB FY2016 – Q2 2026 ≈ $84B
as of Jun 30, 2026 (derived from 13F)		 $0.9B 96.7%
AdobeADBE FY2016 – Q3 FY2026 ≈ $80B
as of Jun 30, 2026 (derived from 13F)		 $23.8B 98.2%
CoherentCOHR FY2016 – FY2026 ≈ $77B
as of Jun 30, 2026 (derived from 13F)		 $7.1B 91.9%
LumentumLITE FY2016 – FY2026 ≈ $77B
as of Jun 30, 2026 (derived from 13F)		 $3.0B 93.5%
TeradyneTER FY2016 – Q2 2026 ≈ $76B
as of Jun 30, 2026 (derived from 13F)		 $3.2B 88.3%
NXPNXPI FY2016 – Q1 2026 ≈ $71B
as of Jun 30, 2026 (derived from 13F)		 $12.3B 96.6%
NebiusNBIS FY2016 – FY2025 ≈ $70B
as of Jun 30, 2026 (derived from 13F)		 $0.5B 98.4%
IntuitINTU FY2016 – FY2026 ≈ $70B
as of Jun 30, 2026 (derived from 13F)		 $21.4B 91.7%
CienaCIEN FY2016 – Q3 FY2026 ≈ $70B
as of Jun 30, 2026 (derived from 13F)		 $4.8B 96.4%
Motorola SolutionsMSI FY2016 – Q2 2026 ≈ $69B
as of Jun 30, 2026 (derived from 13F)		 $11.7B 95.6%
UMC FY2016 – FY2024 ≈ $68B
as of Jun 30, 2026 (derived from 13F)		 NT$232.3B 98.9%
Monolithic PowerMPWR FY2016 – Q2 2026 ≈ $68B
as of Jun 30, 2026 (derived from 13F)		 $2.8B 94.5%
STMicroelectronicsSTM FY2016 – FY2025 ≈ $67B
as of Jun 30, 2026 (derived from 13F)		 $11.8B 99.7%
HPEHPE FY2016 – Q3 FY2026 ≈ $60B
as of Jun 30, 2026 (derived from 13F)		 $34.3B 90.0%
Flex FY2016 – Q1 FY2027 ≈ $60B
as of Jun 30, 2026 (derived from 13F)		 $27.9B 97.9%
TE ConnectivityTEL FY2016 – Q3 FY2026 ≈ $58B
as of Jun 30, 2026 (derived from 13F)		 $17.3B 93.1%
CoreWeaveCRWV FY2016 – Q2 2026 ≈ $55B
as of Jun 30, 2026 (derived from 13F)		 $5.1B 98.2%
CredoCRDO FY2016 – Q1 FY2027 ≈ $51B
as of Jun 30, 2026 (derived from 13F)		 $1.3B 94.3%
MicrochipMCHP FY2016 – Q1 FY2027 ≈ $50B
as of Jun 30, 2026 (derived from 13F)		 $4.7B 97.2%
Take-TwoTTWO FY2016 – Q1 FY2027 ≈ $47B
as of Jun 30, 2026 (derived from 13F)		 $6.7B 95.5%
GlobalFoundriesGFS FY2016 – FY2025 ≈ $46B
as of Jun 30, 2026 (derived from 13F)		 $6.8B 100.0%
BlockXYZ FY2016 – Q2 2026 ≈ $46B
as of Jun 30, 2026 (derived from 13F)		 $24.2B 94.4%
InfosysINFY FY2016 – FY2025 ≈ $44B
as of Jun 30, 2026 (derived from 13F)		 $19.3B 94.9%
CelesticaCLS FY2016 – Q2 2026 ≈ $42B
as of Jun 30, 2026 (derived from 13F)		 $12.4B 94.6%
AutodeskADSK FY2016 – Q2 FY2027 ≈ $41B
as of Jun 30, 2026 (derived from 13F)		 $7.2B 94.6%
JabilJBL FY2016 – Q3 FY2026 ≈ $40B
as of Jun 30, 2026 (derived from 13F)		 $29.8B 97.6%
RobloxRBLX FY2016 – Q2 2026 ≈ $39B
as of Jun 30, 2026 (derived from 13F)		 $4.9B 99.5%
onsemiON FY2016 – Q2 2026 ≈ $37B
as of Jun 30, 2026 (derived from 13F)		 $6.0B 97.2%
QnityQ FY2016 – Q2 2026 ≈ $34B
as of Jun 30, 2026 (derived from 13F)		 $4.8B 97.3%
RedditRDDT FY2016 – Q2 2026 ≈ $33B
as of Jun 30, 2026 (derived from 13F)		 $2.2B 97.6%
TwilioTWLO FY2016 – Q2 2026 ≈ $32B
as of Jun 30, 2026 (derived from 13F)		 $5.1B 92.9%
NetAppNTAP FY2016 – Q1 FY2027 ≈ $30B
as of Jun 30, 2026 (derived from 13F)		 $6.9B 97.7%
WorkdayWDAY FY2016 – Q2 FY2027 ≈ $30B
as of Jun 30, 2026 (derived from 13F)		 $9.6B 91.1%
Tower SemiconductorTSEM FY2016 – FY2025 ≈ $29B
as of Jun 30, 2026 (derived from 13F)		 $1.6B 100.0%
MACOMMTSI FY2016 – Q3 FY2026 ≈ $29B
as of Jun 30, 2026 (derived from 13F)		 $1.0B 95.4%
VeevaVEEV FY2016 – Q2 FY2027 ≈ $29B
as of Jun 30, 2026 (derived from 13F)		 $3.2B 90.4%
MongoDBMDB FY2016 – Q2 FY2027 ≈ $27B
as of Jun 30, 2026 (derived from 13F)		 $2.5B 95.4%
EverpureP FY2016 – Q2 FY2027 ≈ $26B
as of Jun 30, 2026 (derived from 13F)		 $3.7B 96.4%
First SolarFSLR FY2016 – Q2 2026 ≈ $25B
as of Jun 30, 2026 (derived from 13F)		 $5.2B 97.1%
ZoomZM FY2016 – Q2 FY2027 ≈ $25B
as of Jun 30, 2026 (derived from 13F)		 $4.9B 99.1%
Okta FY2016 – Q2 FY2027 ≈ $24B
as of Jun 30, 2026 (derived from 13F)		 $2.9B 96.2%
F5FFIV FY2016 – Q3 FY2026 ≈ $24B
as of Jun 30, 2026 (derived from 13F)		 $3.1B 98.4%
VeriskVRSK FY2016 – Q1 2026 ≈ $24B
as of Jun 30, 2026 (derived from 13F)		 $3.1B 91.0%
ZscalerZS FY2016 – FY2026 ≈ $23B
as of Jun 30, 2026 (derived from 13F)		 $3.4B 94.2%
VeriSignVRSN FY2016 – Q2 2026 ≈ $23B
as of Jun 30, 2026 (derived from 13F)		 $1.7B 90.3%
CerebrasCBRS FY2016 – Q2 2026 not reported $0.2B 100.0%
EricssonERIC FY2016 – FY2025 not reported SEK 236.7B 98.0%
MercadoLibreMELI FY2016 – Q2 2026 not reported $20.3B 93.2%
NokiaNOK FY2016 – FY2025 not reported €19.9B 100.0%
SandiskSNDK FY2016 – FY2026 not reported $20.2B 92.9%
Sources (195)

Market cap ≈ quarter-end price × shares outstanding. Price = median of reported value ÷ shares across all 13F-HR filers holding the stock at quarter end (share positions only, no options; SEC Form 13F data sets), shares = dei:EntityCommonStockSharesOutstanding from the latest 10-K/10-Q/20-F cover page. Several share classes are summed (a class without its own listed security at the price of the main listed class); TSMC per common share = ADS price ÷ 5 (ratio from the 20-F). Approximate, not a market quote. Revenue per company: latest fiscal year as reported in the filing (reporting currency, no conversion; revenue sort ranks USD reporters, non-USD at the end). TSMC and ASML: fiscal years only (20-F). Coverage = reported and derived values per metric and period in the window; “not reported” does not count as missing.