Codex Capital Asset Management L.L.C.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$258.6M
Q ending 2026-03-31
Prior quarter
$275.2M
Q ending 2025-12-31
Change
-6.0% QoQ · +21.9% YoY
Positions
31
reported holdings

Largest positions

All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$39.8M228K
GevGEVShares$18.5M21K
Lilly Eli & CoLLYShares$16.9M18K
General Electric CoGEShares$15.4M54K
Berkshire Hathaway Inc DelBRK/BShares$14.7M31K
Meta Platforms IncMETAShares$14.6M26K
Microsoft CorpMSFTShares$14.3M39K
Spdr S&P 500 Etf TrSPYShares$11.2M17K
Jpmorgan Chase & CoJPMShares$11.0M38K
Alphabet IncGOOGLShares$10.4M36K
Alphabet IncGOOGShares$10.2M36K
Amazon Com IncAMZNShares$9.6M46K
Honeywell International IncHONGBPShares$7.6M34K
Mastercard IncorporatedMAShares$7.0M14K
Thermo Fisher Scientific IncTMOShares$6.6M13K
BroadcomAVGOShares$6.5M21K
RyceyRYCEYShares$6.0M389K
Visa IncVShares$5.4M18K
BoeingBAShares$5.3M27K
Eaton Corp PlcShares$4.7M20K
Invesco Qqq TrQQQShares$3.9M7K
ShopifySHOPShares$2.9M25K
Ge HealthcareGEHCShares$2.9M41K
Taiwan SemiconductorTSMShares$2.6M8K
Ishares TrIJKShares$2.3M23K
IsrgISRGShares$2.2M5K
Teledyne TechnologiesTDYShares$1.9M3K
Vertex PharmaVRTXShares$1.3M3K
Nxp SemiShares$1.1M6K
Boston ScietificBSXShares$1.0M17K
Apple IncAAPLShares$761K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.