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Livermore
Livermore
ZHEN

Investment House LLC

SEC CIK
0001566030
Latest filing
Jul 31, 2026

The latest 13F from Investment House LLC covers Q2 2026 (filed Jul 31, 2026): 220 long positions worth $2.21B. The top 10 holdings make up 40.2% of the portfolio, and the largest is Apple Inc. (AAPL) at 6.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
16
Est. +$29.8M
Added
42
Est. +$76.0M
Reduced
125
Est. −$105.6M
Sold out
19
Est. −$31.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    6.7%$148.1MHistory
  2. GOOGLAlphabet Inc.
    5.5%$120.9MHistory
  3. DELLDell Technologies Inc.
    4.8%$105.4MHistory
  4. METAMeta Platforms, Inc.
    4.1%$90.7MHistory
  5. AMZNAmazon Com Inc
    3.8%$83.0MHistory

Share of portfolio

Top 5 holdings and the other 215 positions, by share of portfolio value

  1. AAPL6.7%
  2. GOOGL5.5%
  3. DELL4.8%
  4. META4.1%
  5. AMZN3.8%
  6. Other 215 positions75.2%

Biggest buys

New and added positions, by estimated amount bought

  1. MOHMolina Healthcare, Inc.
    +$14.6MAddedHistory
  2. MELIMercadolibre Inc
    +$13.8MAddedHistory
  3. PGRProgressive Corp
    +$13.0MAddedHistory
  4. SFMSprouts Farmers Market, Inc.
    +$8.53MAddedHistory
  5. AMZNAmazon Com Inc
    +$5.25MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MOHMolina Healthcare, Inc.
    +1.10 pp0.9% → 2.0%History
  2. PGRProgressive Corp
    +0.56 pp0.8% → 1.4%History
  3. GOOGLAlphabet Inc.
    +0.48 pp5.0% → 5.5%History
  4. MELIMercadolibre Inc
    +0.44 pp1.3% → 1.7%History
  5. SFMSprouts Farmers Market, Inc.
    +0.35 pp0.7% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. FDSFactset Research Systems Inc
    −$11.9MSold outHistory
  2. ADPAutomatic Data Processing Inc
    −$7.51MReducedHistory
  3. PAYXPaychex Inc
    −$6.92MReducedHistory
  4. AAPLApple Inc.
    −$6.56MReducedHistory
  5. WBDWarner Bros. Discovery, Inc.
    −$6.18MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INTUIntuit Inc.
    −0.74 pp1.5% → 0.8%History
  2. COSTCostco Wholesale Corp
    −0.63 pp3.3% → 2.6%History
  3. MSFTMicrosoft Corp
    −0.62 pp4.0% → 3.4%History
  4. FDSFactset Research Systems Inc
    −0.62 pp0.6% → 0.0%History
  5. NUNu Holdings Ltd.
    −0.54 pp1.9% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.21B
+$289.0M (+15.0%) vs. prior quarter
Positions
220
−3 vs. prior quarter
Top 10 concentration
40.2%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
17.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.21B (Q2 2026)

Q1 2021: $1.29BQ2 2021: $1.42BQ3 2021: $1.37BQ4 2021: $1.56BQ1 2022: $1.37BQ2 2022: $1.14BQ3 2022: $1.07BQ4 2022: $1.07BQ1 2023: $1.22BQ2 2023: $1.34BQ3 2023: $1.27BQ4 2023: $1.41BQ1 2024: $1.70BQ2 2024: $1.75BQ3 2024: $1.85BQ4 2024: $1.84BQ1 2025: $1.76BQ2 2025: $1.98BQ3 2025: $2.11BQ4 2025: $2.10BQ1 2026: $1.92BQ2 2026: $2.21B
Q1 2021Q2 2026
13F filings of Investment House LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026Amended220$2.21BAAPLGOOGLDELLvs. Q1 2026SEC
Q1 2026Apr 29, 2026223$1.92BAAPLGOOGLMETAvs. Q4 2025SEC
Q4 2025Feb 6, 2026215$2.10BAAPLGOOGLMETAvs. Q3 2025SEC
Q3 2025Oct 31, 2025222$2.11BAAPLMETAMSFTvs. Q2 2025SEC
Q2 2025Aug 14, 2025216$1.98BMETAAAPLMSFTvs. Q1 2025SEC
Q1 2025May 8, 2025213$1.76BAAPLMETAMSFTvs. Q4 2024SEC
Q4 2024Feb 11, 2025199$1.84BAAPLMETAMSFTvs. Q3 2024SEC
Q3 2024Nov 7, 2024206$1.85BAAPLMETAMSFTvs. Q2 2024SEC
Q2 2024Jul 22, 2024203$1.75BAAPLMSFTMETAvs. Q1 2024SEC
Q1 2024May 2, 2024211$1.70BAAPLMSFTMETAvs. Q4 2023SEC
Q4 2023Feb 5, 2024191$1.41BAAPLMSFTINTUvs. Q3 2023SEC
Q3 2023Nov 9, 2023180$1.27BAAPLMSFTINTUvs. Q2 2023SEC
Q2 2023Aug 8, 2023187$1.34BAAPLMSFTMETAvs. Q1 2023SEC
Q1 2023May 9, 2023182$1.22BAAPLMSFTINTUvs. Q4 2022SEC
Q4 2022Feb 7, 2023170$1.07BAAPLMSFTINTUvs. Q3 2022SEC
Q3 2022Oct 31, 2022175$1.07BAAPLMSFTINTUvs. Q2 2022SEC
Q2 2022Aug 9, 2022165$1.14BAAPLMSFTSPYvs. Q1 2022SEC
Q1 2022Apr 14, 2022172$1.37BAAPLMSFTINTUvs. Q4 2021SEC
Q4 2021Feb 9, 2022179$1.56BAAPLINTUMETAvs. Q3 2021SEC
Q3 2021Nov 12, 2021186$1.37BAAPLMETAINTUvs. Q2 2021SEC
Q2 2021Jul 20, 2021195$1.42BAAPLMETAINTUvs. Q1 2021SEC
Q1 2021May 6, 2021190$1.29BAAPLMETAAMZN–SEC