Belmont Capital, LLC

**Belmont Capital, LLC** manages $657M across a diversified portfolio of 167 positions. The fund maintains significant exposure to mega-cap technology names, with top holdings including NVDA at $128.3M and META at $118.9M. Further concentration is evident in AAPL ($74.3M) and MSFT ($52.0M), signaling a core focus on established growth leaders. This allocation demonstrates a conviction in high-quality, large-cap technology equity exposure.

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