Oak Grove Capital LLC Q4 2025 Filing

Filed February 26, 2026

Portfolio Value

$843K

Holdings

74

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
MUMICRON TECHNOLOGY INC
999,281$205K24.32%Call
2
NVDANVIDIA CORPORATION
1,640,351$179K21.23%Call
3
AMDADVANCED MICRO DEVICES INC
312,412$31K3.68%Call
4
GOOGLALPHABET INC
82,999$25K2.97%
5
COHRCOHERENT CORP
188,492$23K2.73%Call
6
LLYELI LILLY & CO
20,370$21K2.49%
7
NFLXNETFLIX INC
218,100$20K2.37%
8
BNBROOKFIELD CORP
444,411$20K2.37%
9
NBISNEBIUS GROUP N.V.
517,471$18K2.14%Call
10
TSMTAIWAN SEMICONDUCTOR MFG LTD
59,055$17K2.02%
11
COSTCOSTCO WHSL CORP NEW
19,398$16K1.90%
12
DUKDUKE ENERGY CORP NEW
119,750$14K1.66%
13
CRWDCROWDSTRIKE HLDGS INC
31,242$14K1.66%
14
ALABASTERA LABS INC
81,200$13K1.54%
15
AAPLAPPLE INC
51,651$13K1.54%Call
16
DDOMINION ENERGY INC
225,400$13K1.54%
17
VRTVERTIV HOLDINGS CO
95,155$12K1.42%Call
18
IBMINTERNATIONAL BUSINESS MACHS
43,550$12K1.42%
19
KMIKINDER MORGAN INC DEL
348,400$9K1.07%
20
CTRACOTERRA ENERGY INC
369,500$9K1.07%
21
MRKMERCK & CO INC
82,260$8K0.95%
22
VSTVISTRA CORP
43,810$7K0.83%
23
ETENERGY TRANSFER L P
422,500$6K0.71%
24
VGSHVANGUARD SCOTTSDALE FDS
97,400$5K0.59%
25
EQTEQT CORP
107,123$5K0.59%
26
SRESEMPRA
53,400$4K0.47%
27
MSFTMICROSOFT CORP
8,101$3K0.36%
28
METAMETA PLATFORMS INC
5,000$3K0.36%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
7,405$3K0.36%
30
AMZNAMAZON COM INC
14,771$3K0.36%
31
IRENIREN LIMITED
59,250$2K0.24%
32
IEIISHARES TR
23,800$2K0.24%
33
LRCXLAM RESEARCH CORP
16,400$2K0.24%
34
REGNREGENERON PHARMACEUTICALS
1,730$1K0.12%
35
GSGOLDMAN SACHS GROUP INC
2,150$1K0.12%
36
LNGCHENIERE ENERGY INC
7,150$1K0.12%
37
NOWSERVICENOW INC
11,780$1K0.12%
38
JPMJPMORGAN CHASE & CO.
4,600$1K0.12%
39
NEMNEWMONT CORP
16,800$1K0.12%
40
NOCNORTHROP GRUMMAN CORP
700$00.00%
41
NUNU HLDGS LTD
20,050$00.00%
42
KTOSKRATOS DEFENSE & SEC SOLUTIO
6,800$00.00%
43
APPAPPLOVIN CORP
900$00.00%
44
BBARRICK MNG CORP
8,000$00.00%
45
MCKMCKESSON CORP
250$00.00%
46
PEPPEPSICO INC
1,500$00.00%
47
SPGSIMON PPTY GROUP INC NEW
2,700$00.00%
48
TMOTHERMO FISHER SCIENTIFIC INC
1,244$00.00%
49
GILDGILEAD SCIENCES INC
2,800$00.00%
50
WFCWELLS FARGO CO NEW
9,493$00.00%
51
RMBS*RAMBUS INC DEL
7,600$00.00%
52
FCXFREEPORT-MCMORAN INC
10,800$00.00%
53
GQ9SPDR GOLD TR
2,250$00.00%
54
ETNEATON CORP PLC
1,900$00.00%
55
SPOTSPOTIFY TECHNOLOGY S A
600$00.00%
56
GOOGALPHABET INC
2,844$00.00%
57
RTXRTX CORPORATION
4,907$00.00%
58
XOMEXXON MOBIL CORP
1,800$00.00%
59
ASMLASML HOLDING N V
450$00.00%
60
MINTPIMCO ETF TR
7,500$00.00%
61
VGITVANGUARD SCOTTSDALE FDS
8,500$00.00%
62
ARMARM HOLDINGS PLC
6,500$00.00%
63
BINCBLACKROCK ETF TRUST II
7,700$00.00%
64
COFCAPITAL ONE FINL CORP
1,019$00.00%
65
HOODROBINHOOD MKTS INC
6,500$00.00%
66
HONHONEYWELL INTL INC
1,431$00.00%
67
SNPSSYNOPSYS INC
1,191$00.00%
68
CQPCHENIERE ENERGY PARTNERS LP
4,900$00.00%
69
CGGOCAPITAL GROUP GBL GROWTH EQT
7,107$00.00%
70
AVGOBROADCOM INC
700$00.00%
71
APHAMPHENOL CORP NEW
5,800$00.00%
72
CEGCONSTELLATION ENERGY CORP
1,700$00.00%
73
LMTLOCKHEED MARTIN CORP
856$00.00%
74
FBTCFIDELITY WISE ORIGIN BITCOIN
5,469$00.00%