1y return+29.6%S&P 500 +20.9%
3y return+101.0%S&P 500 +68.5%
5y return+90.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $331 against $280 in the S&P 500.2
Princeton Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $72.3M | 16.3% | −1.2% |
| AAPLApple Inc | $38.2M | 8.6% | −2.7% |
| GOOGLAlphabet Inc | $30.6M | 6.9% | |
| AMZNAmazon Com Inc | $25.8M | 5.8% | −1.1% |
| CRWDCrowdstrike Hldgs Inc | $25.3M | 5.7% | |
| PWRQuanta Svcs Inc | $20.8M | 4.7% | |
| LLYEli Lilly & Co | $20.6M | 4.6% | +4.0% |
| MSFTMicrosoft Corp | $19.9M | 4.5% | |
| AVGOBroadcom Inc | $12.5M | 2.8% | +3.9% |
| GEVGe Vernova Inc | $11.6M | 2.6% | +1.5% |
| JPMJpmorgan Chase & Co | $7.3M | 1.6% | +3.1% |
| VRTXVertex Pharmaceuticals Inc | $7.0M | 1.6% | −3.1% |
| GLWCorning Inc | $7.0M | 1.6% | |
| CCitigroup Inc | $6.9M | 1.5% | +5.4% |
| COHRCoherent Corp | $6.0M | 1.3% | +1.2% |
| AMDAdvanced Micro Devices Inc | $5.3M | 1.2% | |
| GEGe Aerospace | $5.2M | 1.2% | +4.8% |
| CATCaterpillar Inc | $5.1M | 1.2% | |
| GOOGAlphabet Inc | $4.7M | 1.1% | −3.9% |
| RTXRtx Corporation | $4.2M | 1.0% | +6.0% |
| TSLATesla Inc | $3.9M | 0.9% | +3.0% |
| ZSZscaler Inc | $3.7M | 0.8% | +4.4% |
| MRVLMarvell Technology Inc | $3.3M | 0.8% | |
| COSTCostco Wholesale Corporation | $3.3M | 0.7% | −5.6% |
| AXPAmerican Express Co | $3.2M | 0.7% | +399.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $72.3M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $7.0M |
| LITELumentum Hldgs Inc | June 30, 2025 | +802.7% | $1.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $5.1M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $20.6M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $11.6M |
| PWRQuanta Svcs Inc | September 30, 2021 | +532.6% | $20.8M |
| AMDAdvanced Micro Devices Inc | September 30, 2023 | +465.0% | $5.3M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2023 | +456.0% | $25.3M |
| FCXFreeport Mcmoran Inc | June 30, 2020 | +443.6% | $1.8M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.3% | +14.8% |
| March 31, 2026 | −6.1% | −4.6% |
| December 31, 2025 | +3.8% | +2.4% |
| September 30, 2025 | +10.5% | +7.8% |
| June 30, 2025 | +20.3% | +10.5% |
| March 31, 2025 | −9.4% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | −0.0% | +5.4% |
| June 30, 2024 | +10.8% | +4.0% |
| March 31, 2024 | +13.0% | +10.0% |
| December 31, 2023 | +15.0% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +12.7% | +7.0% |
| December 31, 2022 | +3.1% | +7.1% |
| September 30, 2022 | −7.6% | −5.3% |
| June 30, 2022 | −19.5% | −16.5% |
| March 31, 2022 | −6.4% | −4.9% |
| December 31, 2021 | +10.6% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Princeton Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1167026&type=13F-HR&dateb=&owner=include&count=40CIK 1167026
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1167026/000116702626000006/Filed August 11, 2026 · accession 0001167026-26-000006