Sitrin Capital Management LLC
SEC Form 13F institutional filer · CIK 0001664771
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
42.8%
Sitrin Capital Management LLC — $199M AUM allocation strategy
Sitrin Capital Management LLC files SEC Form 13F and reports $199M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.4%, followed by Financials 12.9% and Consumer Staples 7.9%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sitrin Capital Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$199M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ORCL +38.7K sh · +$5.41M+$PANW +10.1K sh · +$959K+$MSFT +142 sh · −$1.54M
Biggest trims (shares)
−$LRCX −28.9K sh · −$3.06M−$GOOG −6.28K sh · −$2.66M−$MAS −2.91K sh · −$415K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Consumer Staples Merchandise Retail7.9%—
- Semiconductors7.4%—
- Interactive Media & Services7.1%—
- Biotechnology6.3%—
- Technology Hardware, Storage & Peripherals5.7%—
- Semiconductor Materials & Equipment4.8%—
- Oil & Gas Refining & Marketing4.6%—
- Diversified Banks4.0%—
- Other holdings52.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 45.4K | $11.5M | -8 | 5.8% |
| $LRCX | Lam Research Corporation | 44.5K | $9.53M | -28.9K | 4.8% |
| $NVDA | NVIDIA Corporation | 52.5K | $9.16M | -1.24K | 4.6% |
| $MPC | Marathon Petroleum Corporation | 37.2K | $9.09M | -37 | 4.6% |
| $WMT | Walmart Inc | 71.4K | $8.89M | -171 | 4.5% |
| $JPM | JP Morgan Chase & Co | 26.8K | $7.89M | -103 | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 27.1K | $7.81M | -6.28K | 3.9% |
| $COST | Costco Wholesale Corporation | 6.8K | $6.78M | -163 | 3.4% |
| $AMGN | Amgen Inc | 19.1K | $6.73M | -41 | 3.4% |
…and 29 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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