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Sitrin Capital Management LLC

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13F filer, CIK 1664771, CENTURY CITY, CA

Sitrin Capital Management LLC reported $199,541,108 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 42.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001664771-26-000002

Period
2026-03-31
Reported value
$200M
Holdings
39
Top 10 weight
42.75%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORCLadded+38,716$5.7M
PANWadded+10,118$1.62M
INTCnew+18,000$794K
ECLnew+2,411$643K
DISnew+6,500$626K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LRCXreduced-28,874-$6.18M
QCOMexited-27,377-$4.68M
GOOGLreduced-6,280-$1.81M
SPYreduced-1,434-$935K
QQQexited-450-$276K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001664771-26-000002, largest first. % of portfolio is the value over $199,541,108, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,501 shares; 2024Q4: 49,995 shares; 2025Q1: 50,213 shares; 2025Q2: 46,486 shares; 2025Q3: 45,448 shares; 2025Q4: 45,364 shares; 2026Q1: 45,356 shares 45,356$11.5M5.77%-8Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,138 shares; 2025Q1: 81,743 shares; 2025Q2: 74,594 shares; 2025Q3: 73,500 shares; 2025Q4: 73,406 shares; 2026Q1: 44,532 shares 44,532$9.53M4.77%-28,874Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,665 shares; 2024Q4: 68,750 shares; 2025Q1: 68,415 shares; 2025Q2: 62,310 shares; 2025Q3: 53,836 shares; 2025Q4: 53,737 shares; 2026Q1: 52,498 shares 52,498$9.16M4.59%-1,239Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,605 shares; 2024Q4: 31,826 shares; 2025Q1: 31,887 shares; 2025Q2: 37,285 shares; 2025Q3: 37,022 shares; 2025Q4: 37,262 shares; 2026Q1: 37,225 shares 37,225$9.09M4.56%-37Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,186 shares; 2024Q4: 112,134 shares; 2025Q1: 79,123 shares; 2025Q2: 72,016 shares; 2025Q3: 71,280 shares; 2025Q4: 71,600 shares; 2026Q1: 71,429 shares 71,429$8.89M4.46%-171Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 12,729 shares; 2025Q1: 13,079 shares; 2025Q2: 13,740 shares; 2025Q3: 13,513 shares; 2025Q4: 13,592 shares; 2026Q1: 12,158 shares 12,158$7.93M3.97%-1,434Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,612 shares; 2024Q4: 36,967 shares; 2025Q1: 29,722 shares; 2025Q2: 27,085 shares; 2025Q3: 26,885 shares; 2025Q4: 26,920 shares; 2026Q1: 26,817 shares 26,817$7.89M3.95%-103Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,370 shares; 2024Q4: 39,811 shares; 2025Q1: 39,956 shares; 2025Q2: 34,916 shares; 2025Q3: 33,679 shares; 2025Q4: 33,427 shares; 2026Q1: 27,147 shares 27,147$7.81M3.91%-6,280Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 9,582 shares; 2025Q1: 7,665 shares; 2025Q2: 7,006 shares; 2025Q3: 6,933 shares; 2025Q4: 6,967 shares; 2026Q1: 6,804 shares 6,804$6.78M3.4%-163Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 22,586 shares; 2025Q1: 22,600 shares; 2025Q2: 19,922 shares; 2025Q3: 19,192 shares; 2025Q4: 19,161 shares; 2026Q1: 19,120 shares 19,120$6.73M3.37%-41Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,995 shares; 2024Q4: 36,540 shares; 2025Q1: 36,638 shares; 2025Q2: 32,051 shares; 2025Q3: 31,806 shares; 2025Q4: 31,699 shares; 2026Q1: 31,581 shares 31,581$6.58M3.3%-118Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,961 shares; 2025Q1: 6,049 shares; 2025Q2: 5,961 shares; 2025Q3: 6,011 shares; 2025Q4: 5,961 shares; 2026Q1: 44,677 shares 44,677$6.57M3.29%+38,716Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,752 shares; 2025Q1: 10,851 shares; 2025Q2: 11,453 shares; 2025Q3: 11,497 shares; 2025Q4: 11,519 shares; 2026Q1: 11,312 shares 11,312$6.47M3.24%-207Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,901 shares; 2024Q4: 32,202 shares; 2025Q1: 32,279 shares; 2025Q2: 28,370 shares; 2025Q3: 27,979 shares; 2025Q4: 27,936 shares; 2026Q1: 27,893 shares 27,893$6.41M3.21%-43Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,053 shares; 2024Q4: 24,250 shares; 2025Q1: 24,185 shares; 2025Q2: 21,086 shares; 2025Q3: 20,316 shares; 2025Q4: 20,245 shares; 2026Q1: 20,232 shares 20,232$6.12M3.06%-13Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 30,429 shares; 2025Q1: 30,690 shares; 2025Q2: 28,161 shares; 2025Q3: 27,763 shares; 2025Q4: 27,774 shares; 2026Q1: 37,892 shares 37,892$6.07M3.04%+10,118Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,932 shares; 2025Q3: 27,367 shares; 2025Q4: 27,823 shares; 2026Q1: 27,377 shares 27,377$5.95M2.98%-446Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,063 shares; 2024Q4: 91,686 shares; 2025Q1: 91,877 shares; 2025Q2: 79,775 shares; 2025Q3: 78,774 shares; 2025Q4: 78,661 shares; 2026Q1: 78,660 shares 78,660$5.92M2.97%-1Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,880 shares; 2025Q2: 24,685 shares; 2025Q3: 18,733 shares; 2025Q4: 18,595 shares; 2026Q1: 18,483 shares 18,483$5.72M2.87%-112Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,390 shares; 2025Q1: 5,427 shares; 2025Q2: 5,987 shares; 2025Q3: 5,952 shares; 2025Q4: 5,952 shares; 2026Q1: 5,925 shares 5,925$5.7M2.86%-27Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,622 shares; 2025Q1: 6,644 shares; 2025Q2: 6,078 shares; 2025Q3: 6,020 shares; 2025Q4: 6,016 shares; 2026Q1: 6,019 shares 6,019$5.54M2.77%+3Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 32,782 shares; 2025Q1: 32,910 shares; 2025Q2: 38,782 shares; 2025Q3: 39,301 shares; 2025Q4: 39,499 shares; 2026Q1: 38,903 shares 38,903$5.34M2.68%-596Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 16,752 shares; 2025Q1: 16,815 shares; 2025Q2: 14,653 shares; 2025Q3: 14,097 shares; 2025Q4: 14,059 shares; 2026Q1: 14,201 shares 14,201$5.26M2.63%+142Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,019 shares; 2024Q4: 35,189 shares; 2025Q1: 35,259 shares; 2025Q2: 47,356 shares; 2025Q3: 47,261 shares; 2025Q4: 47,253 shares; 2026Q1: 45,813 shares 45,813$5.23M2.62%-1,440Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 9,373 shares; 2025Q1: 9,407 shares; 2025Q2: 8,272 shares; 2025Q3: 8,155 shares; 2025Q4: 8,152 shares; 2026Q1: 8,125 shares 8,125$4.91M2.46%-27Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,981 shares; 2024Q4: 88,445 shares; 2025Q1: 88,625 shares; 2025Q2: 78,072 shares; 2025Q3: 77,444 shares; 2025Q4: 77,309 shares; 2026Q1: 74,396 shares 74,396$4.49M2.25%-2,913Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 15,313 shares; 2025Q1: 15,301 shares; 2025Q2: 13,662 shares; 2025Q3: 13,753 shares; 2025Q4: 13,727 shares; 2026Q1: 13,380 shares 13,380$4.29M2.15%-347Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,968 shares; 2025Q2: 28,481 shares; 2025Q3: 27,218 shares; 2025Q4: 26,768 shares; 2026Q1: 26,377 shares 26,377$3.97M1.99%-391Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,645 shares; 2026Q1: 22,842 shares 22,842$3.94M1.98%-803Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,557 shares; 2024Q4: 17,202 shares; 2025Q1: 17,202 shares; 2025Q2: 17,202 shares; 2025Q3: 17,143 shares; 2025Q4: 17,143 shares; 2026Q1: 17,143 shares 17,143$3.71M1.86%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 5,836 shares 5,836$1.67M0.84%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,717 shares; 2025Q1: 6,717 shares; 2025Q2: 6,278 shares; 2025Q3: 6,528 shares; 2025Q4: 6,529 shares; 2026Q1: 6,529 shares 6,529$888K0.44%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000$794K0.4%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,652 shares; 2025Q1: 2,052 shares; 2025Q2: 2,062 shares; 2025Q3: 2,082 shares; 2025Q4: 1,899 shares; 2026Q1: 1,849 shares 1,849$687K0.34%-50Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,411 shares 2,411$643K0.32%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500$626K0.31%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,902 shares; 2025Q1: 5,902 shares; 2025Q2: 5,603 shares; 2025Q3: 5,603 shares; 2025Q4: 5,603 shares; 2026Q1: 5,603 shares 5,603$435K0.22%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266$236K0.12%0Timeline
SESSES AI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 62,245 shares; 2026Q1: 62,245 shares 62,245$59.9K0.03%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QCOMQUALCOMM INC27,377$4.68Mshares
QQQINVESCO QQQ TR450$276Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001664771-26-000002 base2026-04-22acceptance time not in the bulk data set