Main Street Research LLC Purchases and Sells in Q2 2025

Main Street Research LLC

$1.56 Billion
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	147K + 32.92%	$94.31 - $157.99 $13.9M - $23.3M	595K $94M
WMT	323K + 2514.23%	$81.79 - $99.98 $26.4M - $32.3M	336K $32.8M
NFLX	888 + 2.13%	$855.86 - $1339.13 $760K - $1.19M	42.6K $57M
FICO	7.81K + 268.14%	$1503.62 - $2206.01 $11.7M - $17.2M	10.7K $19.6M
ASML	17K + 3297.48%	$595.37 - $815.24 $10.1M - $13.8M	17.5K $14M
JPM	5.61K + 2.57%	$210.28 - $289.91 $1.18M - $1.63M	224K $65M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HOOD	537K New	$34.17 - $93.63 $18.3M - $50.3M	537K $50.3M
UBER	449K New	$64.62 - $93.3 $29M - $41.9M	449K $41.9M
SPOT	49.8K New	$503.3 - $775.9 $25.1M - $38.7M	49.8K $38.2M
TT	76.3K New	$315.21 - $437.41 $24.1M - $33.4M	76.3K $33.4M
CHKP	137K New	$204.26 - $233.47 $27.9M - $31.9M	137K $30.3M
GLDM	448K New	$58.96 - $67.97 $26.4M - $30.5M	448K $29.4M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSCO	-520K - 98.01%	$53.19 - $69.38 $27.6M - $36.1M	10.6K $733K
CAT	-96.6K - 98.05%	$273.94 - $388.21 $26.5M - $37.5M	1.93K $747K
ORCL	-216K - 99.37%	$122.82 - $218.63 $26.6M - $47.3M	1.36K $297K
XOM	-230K - 91.27%	$99.93 - $119.04 $23M - $27.3M	22K $2.37M
AAPL	-79.2K - 21.19%	$172.42 - $223.89 $13.6M - $17.7M	294K $60.4M
PLTR	-444K - 49.05%	$74.01 - $144.25 $32.9M - $64.1M	461K $62.9M

Activity Summary All Purchases 54 New Holdings 27 Increased Positions 27 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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