Skip to main content
Livermore
Livermore
ZHEN

LCM Capital Management Inc

SEC CIK
0001861752
Latest filing
Jul 30, 2026

The latest 13F from LCM Capital Management Inc covers Q2 2026 (filed Jul 30, 2026): 124 long positions worth $228.4M. The top 10 holdings make up 64.1% of the portfolio, and the largest is SPDR S&P Midcap 400 ETF Trust (MDY) at 13.6%. Livermore has 22 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
18
Est. +$4.88M
Added
72
Est. +$3.01M
Reduced
17
Est. −$822.1K
Sold out
4
Est. −$1.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. MDYSPDR S&P Midcap 400 ETF Trust
    13.6%$31.1MHistory
  2. SPYSPDR S&P 500 ETF Trust
    13.0%$29.6MHistory
  3. iShares Russell 2000 ETF464287655
    9.4%$21.4M
  4. NVDANVIDIA Corp
    6.1%$13.9MHistory
  5. AAPLApple Inc.
    5.7%$12.9MHistory

Share of portfolio

Top 5 holdings and the other 119 positions, by share of portfolio value

  1. MDY13.6%
  2. SPY13.0%
  3. iShares Russell 2000 ETF9.4%
  4. NVDA6.1%
  5. AAPL5.7%
  6. Other 119 positions52.3%

Biggest buys

New and added positions, by estimated amount bought

  1. MUMicron Technology Inc
    +$980.0KNewHistory
  2. MRVLMarvell Technology, Inc.
    +$547.5KNewHistory
  3. DELLDell Technologies Inc.
    +$459.9KNewHistory
  4. ARMArm Holdings PLC
    +$443.9KNewHistory
  5. MDYSPDR S&P Midcap 400 ETF Trust
    +$336.9KAddedHistory

Largest weight increases

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

  1. AMDAdvanced Micro Devices Inc
    +1.47 pp0.9% → 2.4%History
  2. iShares Russell 2000 ETF464287655
    +0.62 pp8.7% → 9.4%
  3. MUMicron Technology Inc
    +0.43 pp0.0% → 0.4%History
  4. GOOGLAlphabet Inc.
    +0.32 pp3.1% → 3.4%History
  5. MRVLMarvell Technology, Inc.
    +0.24 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$454.1KSold outHistory
  2. PLTRPalantir Technologies Inc.
    −$305.4KReducedHistory
  3. TAT&T Inc.
    −$284.6KSold outHistory
  4. IBITiShares Bitcoin Trust ETF
    −$225.9KSold outHistory
  5. OTISOtis Worldwide Corp
    −$205.8KSold outHistory

Largest weight decreases

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

  1. PLTRPalantir Technologies Inc.
    −0.63 pp1.6% → 1.0%History
  2. MSTRStrategy Inc
    −0.28 pp0.5% → 0.2%History
  3. HONHoneywell International Inc
    −0.23 pp0.2% → 0.0%History
  4. TAT&T Inc.
    −0.14 pp0.1% → 0.0%History
  5. IBITiShares Bitcoin Trust ETF
    −0.11 pp0.1% → 0.0%History

Metrics

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

Portfolio value
$228.4M
+$29.1M (+14.6%) vs. prior quarter
Positions
124
+14 vs. prior quarter
Top 10 concentration
64.1%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
20.3 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 $228.4M (Q2 2026)

Q1 2021: $111.8MQ2 2021: $120.4MQ3 2021: $118.3MQ4 2021: $129.2MQ1 2022: $124.0MQ2 2022: $101.6MQ3 2022: $94.7MQ4 2022: $102.7MQ1 2023: $114.5MQ2 2023: $123.2MQ3 2023: $122.6MQ4 2023: $138.3MQ1 2024: $154.7MQ2 2024: $160.3MQ3 2024: $173.9MQ4 2024: $177.3MQ1 2025: $170.3MQ2 2025: $192.5MQ3 2025: $208.5MQ4 2025: $206.9MQ1 2026: $199.3MQ2 2026: $228.4M
Q1 2021Q2 2026
13F filings of LCM Capital Management Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026124$228.4MMDYSPYiShares Russell 2000 ETFvs. Q1 2026SEC
Q1 2026Apr 21, 2026110$199.3MMDYSPYiShares Russell 2000 ETFvs. Q4 2025SEC
Q4 2025Jan 29, 2026113$206.9MSPYMDYiShares Russell 2000 ETFvs. Q3 2025SEC
Q3 2025Oct 28, 2025110$208.5MSPYMDYiShares Russell 2000 ETFvs. Q2 2025SEC
Q2 2025Jul 14, 2025104$192.5MSPYMDYiShares Russell 2000 ETFvs. Q1 2025SEC
Q1 2025May 9, 2025100$170.3MSPYMDYiShares Russell 2000 ETFvs. Q4 2024SEC
Q4 2024Jan 27, 202598$177.3MMDYSPYiShares Russell 2000 ETFvs. Q3 2024SEC
Q3 2024Oct 28, 202496$173.9MSPYMDYiShares Russell 2000 ETFvs. Q2 2024SEC
Q2 2024Aug 1, 202491$160.3MSPYMDYiShares Russell 2000 ETFvs. Q1 2024SEC
Q1 2024May 6, 202492$154.7MMDYSPYiShares Russell 2000 ETFvs. Q4 2023SEC
Q4 2023Feb 5, 202490$138.3MMDYSPYiShares Russell 2000 ETFvs. Q3 2023SEC
Q3 2023Nov 7, 202387$122.6MMDYSPYiShares Russell 2000 ETFvs. Q2 2023SEC
Q2 2023Aug 11, 202388$123.2MMDYSPYiShares Russell 2000 ETFvs. Q1 2023SEC
Q1 2023May 1, 202392$114.5MMDYSPYiShares Russell 2000 ETFvs. Q4 2022SEC
Q4 2022Jan 24, 202387$102.7MMDYSPYiShares Russell 2000 ETFvs. Q3 2022SEC
Q3 2022Oct 14, 202283$94.7MMDYSPYiShares Russell 2000 ETFvs. Q2 2022SEC
Q2 2022Jul 28, 202287$101.6MMDYSPYiShares Russell 2000 ETFvs. Q1 2022SEC
Q1 2022Apr 18, 202294$124.0MMDYSPYiShares Russell 2000 ETFvs. Q4 2021SEC
Q4 2021Jan 24, 202296$129.2MMDYSPYiShares Russell 2000 ETFvs. Q3 2021SEC
Q3 2021Oct 15, 202188$118.3MSPYMDYiShares Russell 2000 ETFvs. Q2 2021SEC
Q2 2021Jul 21, 202185$120.4MSPYMDYiShares Russell 2000 ETFvs. Q1 2021SEC
Q1 2021May 17, 202185$111.8MMDYSPYiShares Russell 2000 ETF–SEC