J. Stern & Co. LLP - Portfolio Stock Holdings

J. Stern & Co. LLP disclosed 51 stock positions in a recent SEC 13F filing. $1,019,553,575 of stock holdings were filed, with the largest holdings including NVDA, GOOG, and AMZN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,898,597,175 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.