CTC just filed its Q2 2026 13F. ๐
Managed by Michael O'Rourke ยท $316.2B across 128 holdings
๐ข Bought: $MU, $SPY, $MU, $QQQ +90 more
๐ด Sold: $GLD, $GLD, $SLV, $SLV +44 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/ctc
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.