Q2 2026 13F · SEC CIK 2009224
Lhm, Inc.
Investment managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $293.1M
- Reported positions
- 24
- Top holdings a year, 3 yrs
- +15.0%
- Average holding period
- 2.4 yrs
Lhm, Inc. is an investment manager that reported 24 positions worth $293.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VTI, 42.8%), Marvell Technology Inc (MRVL, 4.5%), Kornit Digital Ltd (KRNT, 4.0%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 18.8% for the S&P 500.
Lhm, Inc. holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VTIVanguard Index Fds | 42.8% | +0.7% | $125.6M |
| MRVLMarvell Technology Inc | 4.5% | -55.3% | $13.3M |
| KRNTKornit Digital Ltd | 4.0% | +3.7% | $11.7M |
| TTWOTake-Two Interactive Softwar | 3.9% | -6.9% | $11.3M |
| PYLDPimco ETF Tr | 3.7% | -5.7% | $10.9M |
| BINCBlackrock ETF Trust II | 3.7% | -5.7% | $10.9M |
| XPELXpel Inc | 3.4% | +6.5% | $10.1M |
| IPGPIpg Photonics Corp | 3.4% | +23.0% | $10.1M |
| XBISpdr Series Trust | 3.2% | -20.7% | $9.3M |
| TXNTexas Instrs Inc | 3.1% | +1.2% | $9.1M |
| GOOGLAlphabet Inc | 3.1% | +12.8% | $9.1M |
| MCHPMicrochip Technology Inc. | 2.9% | -15.4% | $8.4M |
| AMZNAmazon Com Inc | 2.3% | +3.3% | $6.6M |
| OLEDUniversal Display Corp | 2.2% | +0.0% | $6.5M |
| ALABAstera Labs Inc | 2.2% | — | $6.4M |
| WALWestern Alliance Bancorp | 2.2% | -21.0% | $6.4M |
| MCFTMasterCraft Boat Holdings | 1.9% | +0.0% | $5.7M |
| KWEBKraneshares Trust | 1.9% | +0.0% | $5.7M |
| SNFCASecurity Natl Finl Corp Cl A New | 1.9% | -16.2% | $5.5M |
| WGOWinnebago Industries Inc | 1.6% | +0.0% | $4.8M |
| WHRWhirlpool Corp Com | 0.8% | +0.0% | $2.3M |
| SONYSony Group Corp | 0.5% | +134.6% | $1.4M |
| NVONovo-Nordisk A S | 0.4% | -58.1% | $1.2M |
| TSMTaiwan Semiconductor Manufac | 0.3% | — | $936K |
What Lhm, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- ALAB Astera Labs Inc2.2% of 13F
- TSM Taiwan Semiconductor Manufac0.3% of 13F
Added to
- SONY Sony Group Corp+134.6% shares
- IPGP Ipg Photonics Corp+23.0% shares
- GOOGL Alphabet Inc+12.8% shares
- XPEL Xpel Inc+6.5% shares
Reduced
- NVO Novo-Nordisk A S-58.1% shares
- MRVL Marvell Technology Inc-55.3% shares
- WAL Western Alliance Bancorp-21.0% shares
- XBI Spdr Series Trust-20.7% shares
- SNFCA Security Natl Finl Corp Cl A New-16.2% shares
- MCHP Microchip Technology Inc.-15.4% shares
- TTWO Take-Two Interactive Softwar-6.9% shares
- PYLD Pimco ETF Tr-5.7% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +23.7% /yr
- S&P 500 +20.1%
- 3 years
- +15.0% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $293.1M | 24 |
| Q1 2026 | $254.0M | 22 |
| Q4 2025 | $268.8M | 22 |
| Q3 2025 | $302.3M | 22 |
| Q2 2025 | $301.8M | 21 |
| Q1 2025 | $301.7M | 23 |
| Q4 2024 | $314.2M | 22 |
| Q3 2024 | $317.8M | 19 |
| Q2 2024 | $237.0M | 16 |
| Q1 2024 | $135.1M | 14 |
| Q4 2023 | $113.2M | 7 |
Questions about Lhm, Inc.'s portfolio
What stocks does Lhm, Inc. own?
Lhm, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 24 positions worth $293.1M. The largest are Vanguard Index Fds (VTI) at 42.8%, Marvell Technology Inc (MRVL) at 4.5%, Kornit Digital Ltd (KRNT) at 4.0%, Take-Two Interactive Softwar (TTWO) at 3.9% and Pimco ETF Tr (PYLD) at 3.7%.
What did Lhm, Inc. buy last quarter?
In Q2 2026, Lhm, Inc. added a new position in Astera Labs Inc (ALAB), a new position in Taiwan Semiconductor Manufac (TSM), Sony Group Corp (SONY) (+134.6% shares), Ipg Photonics Corp (IPGP) (+23.0% shares) and Alphabet Inc (GOOGL) (+12.8% shares), compared with its Q1 2026 filing.
What did Lhm, Inc. sell last quarter?
In Q2 2026, Lhm, Inc. Novo-Nordisk A S (NVO) (-58.1% shares), Marvell Technology Inc (MRVL) (-55.3% shares) and Western Alliance Bancorp (WAL) (-21.0% shares), compared with its Q1 2026 filing.
How has Lhm, Inc.'s portfolio performed?
A portfolio copying Lhm, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +23.7% against +20.1%.
When is Lhm, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Lhm, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.