Werlinich Asset Management, LLC - Portfolio Stock Holdings
Werlinich Asset Management, LLC disclosed 58 stock positions in a recent SEC 13F filing. $258,349,695 of stock holdings were filed, with the largest holdings including NVDA, AMD, and DELL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$258,349,695Top Stock Holdings By Sector
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Portfolio Stock Holdings - Werlinich Asset Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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