MISHPACHA HOLDINGS CORP

Rio de Janeiro, D5 · CIK 2111655 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRio de Janeiro

$266.2m reported value +116.4% vs Q1 2026

4positions

100.0%in top 10

2 new 1 added 1 reduced 1 sold out vs Q1 2026

Options: 1 call positions ($37.8k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	126,469	$146.0m54.83%	54.83%	Reduced -8.7k	-8,744 -6.5%
2	NVIDIA CORPORATION COM NVDA	NVDA	392,328	$78.5m29.49%	29.49%	Added +32.7k	+32,678 9.1%
3	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	423,972	$31.3m11.76%	11.76%	New
4	SANDISK CORP COM SNDK	SNDK	4,591	$10.4m3.92%	3.92%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES INC EWY	EWY	119,102	$14.7m119.1k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Call	NVDA	Call	34,400	$37.8k34.4k shares	New