Latest Belmont Capital, LLC Stock Portfolio

Belmont Capital, LLC Performance:

2025 Q2: 15.91%YTD: 6.47%2024: -35.15%

Performance for 2025 Q2 is 15.91%, and YTD is 6.47%, and 2024 is -35.15%.

About Belmont Capital, LLC and 13F Hedge Fund Stock Holdings

Belmont Capital, LLC is a hedge fund based in LOS ANGELES, CA. On 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $478.3 Millions. In it's latest 13F Holdings report, Belmont Capital, LLC reported an equity portfolio of $657.5 Millions as of 30 Jun, 2025.

The top stock holdings of Belmont Capital, LLC are NVDA, META, AAPL. The fund has invested 19.5% of it's portfolio in NVIDIA CORPORATION and 18.1% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off MARVELL TECHNOLOGY INC (MRVL), VANECK ETF TRUST (AFK) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), SALESFORCE INC (CRM) and SPDR SERIES TRUST (BIL). Belmont Capital, LLC opened new stock positions in MICROSTRATEGY INC (MSTR), NETFLIX INC (NFLX) and GARTNER INC (IT). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), 3M CO (MMM) and CROWDSTRIKE HLDGS INC (CRWD).

Belmont Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Belmont Capital, LLC made a return of 15.91% in the last quarter. In trailing 12 months, it's portfolio return was 18.71%.

New Buys

Ticker	$ Bought
microstrategy inc	4,165,190
netflix inc	267,826
gartner inc	158,858

New stocks bought by Belmont Capital, LLC

Additions

Ticker	% Inc.
invesco qqq tr	171
3m co	114
crowdstrike hldgs inc	89.55
apollo global mgmt inc	75.28
mastercard incorporated	72.14
progressive corp	68.33
jefferies finl group inc	65.8
cf inds hldgs inc	54.53

Additions to existing portfolio by Belmont Capital, LLC

Reductions

Ticker	% Reduced
procter and gamble co	-97.25
salesforce inc	-76.1
spdr series trust	-39.17
nov inc	-36.39
coherent corp	-35.29
unitedhealth group inc	-27.64
airbnb inc	-21.44
apple inc	-21.21

Belmont Capital, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
marvell technology inc	-923,550
direxion shs etf tr	-37,586
ishares silver tr	-46,516
vaneck etf trust	-62,933
amplify etf tr	-14,350
spdr ser tr	-22,023

Belmont Capital, LLC got rid off the above stocks

Sector Distribution

Belmont Capital, LLC has about 45.4% of it's holdings in Technology sector.

Sector	%
Technology	45.4
Communication Services	20.2
Others	17.4
Consumer Cyclical	10.6
Financial Services	2
Industrials	1.7
Healthcare	1.1

Market Cap. Distribution

Belmont Capital, LLC has about 84.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	69.9
LARGE-CAP	14.2
UNALLOCATED	12.4
MID-CAP	3.4

Stocks belong to which Index?

About 75.1% of the stocks held by Belmont Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	75.1
Others	24.1

Top 5 Winners (%)		%
COIN	coinbase global inc	103.5 %
VST	vistra corp	65.0 %
AVGO	broadcom inc	64.6 %
PLTR	palantir technologies inc	61.0 %
SOFI	sofi technologies inc	56.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	37.7 M
META	meta platforms inc	26.0 M
MSFT	microsoft corp	12.6 M
PLTR	palantir technologies inc	7.3 M
AMZN	amazon com inc	4.3 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
GPK	graphic packaging hldg co	-18.8 %
TMO	thermo fisher scientific inc	-18.5 %
NOV	nov inc	-18.3 %
COP	conocophillips	-14.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-8.2 M
UNH	unitedhealth group inc	-1.7 M
NOV	nov inc	-1.0 M
PG	procter and gamble co	-0.3 M
CVX	chevron corp new	-0.1 M

Belmont Capital, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Belmont Capital, LLC

Belmont Capital, LLC has 167 stocks in it's portfolio. About 78.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Belmont Capital, LLC last quarter.

Last Reported on: 12 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	NVDA	nvidia corporation	19.51	811,909	128,273,000	added	16.32
Historical Trend of NVIDIA CORPORATION Position Held By Belmont Capital, LLC What % of Portfolio is NVDA?: Number of NVDA shares held: Change in No. of Shares Held:
	META	meta platforms inc	18.08	161,092	118,900,000	added	0.13

	AAPL	apple inc	11.30	361,936	74,258,300	reduced	-21.21

	MSFT	microsoft corp	7.91	104,568	52,013,300	added	2.19

	ABC	cencora inc	4.98	109,100	32,713,600	unchanged	0.00

	AMZN	amazon com inc	4.95	148,330	32,542,200	added	2.56

		apollo global mgmt inc	3.50	162,322	23,028,600	added	75.28

	SPY	spdr s&p 500 etf tr	3.46	36,796	22,734,400	added	2.92

	PLTR	palantir technologies inc	2.94	141,780	19,327,400	added	0.73

	HD	home depot inc	2.20	39,394	14,443,500	unchanged	0.00

	TSLA	tesla inc	1.59	32,877	10,443,700	added	0.89

	IJR	ishares tr	1.56	115,023	10,281,900	reduced	-3.36

	GOOG	alphabet inc	1.42	52,904	9,323,230	added	5.94

	BYD	boyd gaming corp	1.31	109,883	8,596,150	unchanged	0.00

	VB	vanguard index fds	0.64	7,449	4,231,260	unchanged	0.00

	MSTR	microstrategy inc	0.63	10,304	4,165,190	new

	COHR	coherent corp	0.62	45,300	4,041,210	reduced	-35.29

	JPM	jpmorgan chase & co.	0.52	11,704	3,393,110	unchanged	0.00

	AVGO	broadcom inc	0.46	10,859	2,993,380	unchanged	0.00

	NOV	nov inc	0.44	235,081	2,922,060	reduced	-36.39