Marcia Nakamura
Fairview Capital Investment Management, Llc
Assets Managed
$1.842B
Holdings
190
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-5.42%(2Q avg: -3.29%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Fairview Capital Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 190 positions.
Assets under management
The assets under management (AUM) of Fairview Capital Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.842B in assets, with a quarterly growth rate of -5.42% and a 2-quarter average growth rate of -3.29%. The portfolio is managed by Marcia Nakamura, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
LNG Cheniere Energy Inc
| 8.32% | $153.052M 539,369 shares@ $283.77 avg price | Decreased -2.42% |
GOOG Alphabet Inc-cl C
| 7.98% | $146.883M 512,035 shares@ $286.87 avg price | Decreased -2.37% |
LPLA Lpl Financial Holdings Inc
| 6.4% | $117.831M 391,686 shares@ $300.84 avg price | Decreased -5.33% |
TKO Tko Group Holdings Inc
| 4.84% | $88.969M 441,204 shares@ $201.66 avg price | Decreased -3.16% |
BRK.B Berkshire Hathaway Inc-cl B
| 3.91% | $71.908M 150,059 shares@ $479.2 avg price | Decreased -10.21% |
WMT Walmart Inc
| 3.76% | $69.216M 556,939 shares@ $124.29 avg price | Decreased -1.23% |
BX Blackstone Inc
| 3.46% | $63.568M 552,810 shares@ $115.0 avg price | Decreased -0.32% |
AMZN Amazon.com Inc
| 3.38% | $62.172M 298,517 shares@ $208.27 avg price | Increased 0.63% |
LH Labcorp Holdings Inc
| 3.34% | $61.474M 230,405 shares@ $266.82 avg price | Decreased -0.69% |
MSFT Microsoft Corp
| 3.18% | $58.553M 158,177 shares@ $370.18 avg price | Decreased -1.32% |
1-10 of 190