Lattice Capital Management, LLC

CIK: 0001710207SEC EDGAR →

Portfolio Value

$71.3M

Holdings

21

As of

Q4 2025

New Positions

21

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

84,500$15.8M
22.10%
2

APPLE INC

47,000$12.8M
17.92%
3

ALPHABET INC

30,800$9.6M
13.52%
4

MICROSOFT CORP

12,300$5.9M
8.34%
5

PALANTIR TECHNOLOGIES INC

30,500$5.4M
7.60%
6

CELESTICA INC

11,100$3.3M
4.60%
7

AMAZON COM INC

13,900$3.2M
4.50%
8

INTUITIVE SURGICAL INC

5,600$3.2M
4.45%
9

PROSHARES TR

55,000$2.0M
2.78%
10

NETFLIX INC

20,000$1.9M
2.63%

Quarterly Changes

Top Buys

NVDANEW
$15.8M
AAPLNEW
$12.8M
$9.6M
MSFTNEW
$5.9M
PLTRNEW
$5.4M

Top Sells

No sells this quarter

New Positions (21)

$15.8M · 85K shares
$12.8M · 47K shares
$9.6M · 31K shares
$5.9M · 12K shares
$5.4M · 31K shares
$3.3M · 11K shares
$3.2M · 14K shares
$3.2M · 6K shares
$2.0M · 55K shares
$1.9M · 20K shares
$1.8M · 59K shares
$1.4M · 4K shares
$1.3M · 1K shares
$649K · 4K shares
$570K · 1K shares
$539K · 800 shares
$528K · 800 shares
$517K · 600 shares
$471K · 2K shares
$258K · 700 shares
$218K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology10$46.4M65.2%
Communication Services3$12.0M16.9%
Healthcare2$4.5M6.3%
Financial Services3$4.3M6.1%
Consumer Cyclical2$3.5M4.9%
Consumer Defensive1$517K0.7%