Manager research

David Katz

David Katz reports $1.2B across 106 holdings in 2026 Q2. Use the filing history and linked holdings to trace how the portfolio changes over time.

Latest visible filing: 2026 Q2 ยท Canonical manager URL /managers/david-katz

Manager profile evidence

This profile is based on the latest visible SEC 13F filing coverage. Portfolio values represent reported quarter-end positions and are not live assets under management.

Portfolio value
$1.2B
Holdings
106
Latest filing
2026 Q2
Manager status
Tracked

Top reported holdings

  • MSFTReported top holding
  • MAVFReported top holding
  • GOOGReported top holding