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Tobam: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1527488) · Explore on the interactive board

Tobam disclosed 258 US equity positions worth $411.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 31, 2026). Its largest position is NVDA at 3.2% of the reported book, followed by GOOGL, AAPL. The top ten holdings are 22.1% of the book, and the portfolio behaves like about 84 equal-weight positions. Versus the prior filing it opened 38 new positions, added to 107, reduced 94 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$411.9mreported US equity book
258positions
3.2%largest position
22.1%top 10 weight
84.02effective positions (1/HHI)
2quarters on file since Q1 2026

What does Tobam own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 38 new, 107 added, 94 reduced, 25 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NVDA NVIDIA CORP Technology 3.2%$13.1m65,531 -9% reduced
2 GOOGL ALPHABET INC-CL A Communication Services 2.9%$12.1m33,832 -15% reduced
3 AAPL APPLE INC Technology 2.2%$9.0m31,116 2% added
4 ED CONSOLIDATED EDISON INC Utilities 2.1%$8.8m79,678 10% added
5 TMUS T-MOBILE US INC Communication Services 2.0%$8.4m50,164 53% added
6 KR KROGER CO Consumer Defensive 2.0%$8.1m145,723 43% added
7 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2.0%$8.0m82,962 6% added
8 EXC EXELON CORP Utilities 1.9%$8.0m172,217 13% added
9 KDP KEURIG DR PEPPER INC Consumer Defensive 1.9%$7.7m234,648 2% added
10 CBOE CBOE HOLDINGS INC Financial Services 1.9%$7.6m31,510 20% added
11 HSY HERSHEY CO/THE Consumer Defensive 1.8%$7.6m43,294 25% added
12 CAH CARDINAL HEALTH INC Healthcare 1.8%$7.6m31,916 43% added
13 VZ VERIZON COMMUNICATIONS INC Communication Services 1.8%$7.5m177,005 19% added
14 JNJ JOHNSON & JOHNSON Healthcare 1.8%$7.5m29,447 2% added
15 AVGO BROADCOM INC Technology 1.7%$7.2m18,943 -0% held
16 MSFT MICROSOFT CORP Technology 1.7%$7.0m18,700 -2% reduced
17 COR CENCORA INC Healthcare 1.7%$6.9m24,337 16% added
18 AMZN AMAZON.COM INC Consumer Cyclical 1.6%$6.7m28,293 5% added
19 T AT&T INC Communication Services 1.6%$6.6m318,507 23% added
20 TSLA TESLA INC Consumer Cyclical 1.5%$6.0m14,333 25% added
21 UTHR UNITED THERAPEUTICS CORP Healthcare 1.4%$5.9m10,875 22% added
22 GIS GENERAL MILLS INC Consumer Defensive 1.4%$5.9m169,083 8% added
23 LLY ELI LILLY & CO Healthcare 1.4%$5.8m4,850 -28% reduced
24 AWK AMERICAN WATER WORKS CO INC Utilities 1.4%$5.8m44,086 116% added
25 EW EDWARDS LIFESCIENCES CORP Healthcare 1.3%$5.4m60,089 -18% reduced
26 MSTR STRATEGY INC Technology 1.3%$5.3m61,132 15% added
27 CNC CENTENE CORP Healthcare 1.2%$4.8m74,232 -40% reduced
28 CLX CLOROX COMPANY Consumer Defensive 1.1%$4.5m47,277 41% added
29 ORCL ORACLE CORP Technology 1.1%$4.5m30,563 -15% reduced
30 AMD ADVANCED MICRO DEVICES Technology 1.1%$4.5m7,669 327% added
31 GDDY GODADDY INC - CLASS A Technology 1.0%$4.3m50,121 79% added
32 FSLR FIRST SOLAR INC Technology 0.9%$3.8m15,977 -20% reduced
33 UNH UNITEDHEALTH GROUP INC Healthcare 0.9%$3.5m8,536 -39% reduced
34 GM GENERAL MOTORS CO Consumer Cyclical 0.9%$3.5m45,990 -34% reduced
35 MCK MCKESSON CORP Healthcare 0.9%$3.5m4,690 13% added
36 V VISA INC-CLASS A SHARES Financial Services 0.9%$3.5m10,318 12% added
37 DXCM DEXCOM INC Healthcare 0.8%$3.5m51,456 -19% reduced
38 HDB HDFC BANK LTD-ADR Financial Services 0.8%$3.4m133,127 32% added
39 BF/B BROWN-FORMAN CORP-CLASS B 0.8%$3.4m129,021 309% added
40 NFLX NETFLIX INC Communication Services 0.8%$3.2m44,710 16% added
41 FISV FISERV INC 0.8%$3.1m63,645 -15% reduced
42 MKC MCCORMICK & CO-NON VTG SHRS Consumer Defensive 0.7%$3.1m60,980 180% added
43 FTNT FORTINET INC Technology 0.7%$3.1m19,866 91% added
44 ALAB ASTERA LABS INC Technology 0.7%$3.0m6,114 -66% reduced
45 MA MASTERCARD INC-CLASS A Financial Services 0.7%$2.8m5,484 22% added
46 TU TELUS CORP Communication Services 0.6%$2.7m177,067 14% added
47 BCE BCE INC Communication Services 0.6%$2.7m86,771 12% added
48 AMP AMERIPRISE FINANCIAL INC Financial Services 0.6%$2.6m5,676 4074% added
49 LITE LUMENTUM HOLDINGS INC Technology 0.6%$2.5m2,922 -4% reduced
50 MDLZ MONDELEZ INTERNATIONAL INC-A Consumer Defensive 0.6%$2.5m43,117 -41% reduced

What did Tobam sell? Positions exited since the previous filing

StockPrior weightPrior value
PH PARKER HANNIFIN CORP11.5%$1.5m
ALL ALLSTATE CORP6.7%$850.0k
AVBC AVALONBAY COMMUNITIES INC6.5%$824.0k
SPGI S&P GLOBAL INC6.4%$817.0k
BX BLACKSTONE GROUP INC/THE-A6.2%$785.0k
MCD MCDONALD'S CORP6.1%$772.0k
HCA HCA INC6.1%$771.0k
MRSH MARSH & MCLENNAN COS5.4%$692.0k
ROP ROPER TECHNOLOGIES INC5.2%$662.0k
ADM ARCHER-DANIELS-MIDLAND CO4.8%$614.0k
MTB M & T BANK CORP4.6%$582.0k
DRI DARDEN RESTAURANTS INC4.4%$562.0k
CG CARLYLE GROUP INC/THE4.2%$538.0k
SRE SEMPRA ENERGY3.4%$428.0k
DIS WALT DISNEY CO/THE3.3%$421.0k
SNPS SYNOPSYS INC2.8%$354.0k
EXPD EXPEDITORS INTL WASH INC2.7%$343.0k
TRI4EUR THOMSON REUTERS CORP2.5%$321.0k
TMO THERMO FISHER SCIENTIFIC INC2.2%$275.0k
CPRT COPART INC2.1%$272.0k
WMB WILLIAMS COS INC0.9%$117.0k
TAC TRANSALTA CORP0.7%$88.0k
DE DEERE & CO0.6%$70.0k
SOFI SOFI TECHNOLOGIES INC0.2%$20.0k
PPG PPG INDUSTRIES INC0.1%$18.0k

Sector mix

SectorWeight
Technology23.6%
Healthcare19.3%
Consumer Defensive14.4%
Communication Services12.3%
Financial Services8.8%
Utilities5.9%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 2026258$411.9m
Q1 2026250$384.2m

How concentrated is Tobam's portfolio?

Across every quarter Tobam has filed, its median largest position is 3.2% of the book and its median top-ten weight is 22.0%, which WhaleCreep classifies as diversified (the gate is a median largest position of 5%). Of 30.0 completed holding spells, the median lasted 1.0 quarters; 258.0 positions are still open and their final length is unknown.