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Aryn Sands

Midway Capital Research & Management

Assets Managed
$125.817M
Holdings
114
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.63%(2Q avg: 11%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Midway Capital Research & Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Midway Capital Research & Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 125.817M in assets, with a quarterly growth rate of 18.63% and a 2-quarter average growth rate of 11%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -5.39%
15.8%
$19.867M
27,479 shares@ $723.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
5.99%
$7.531M
26,025 shares@ $289.36 avg price
APH
Amphenol Corp-cl A
Recent Activity
Increased 0.42%
5.38%
$6.769M
38,390 shares@ $176.33 avg price
JLL
Jones Lang Lasalle Inc
Recent Activity
Increased 0.81%
4.4%
$5.526M
17,829 shares@ $309.96 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 0.95%
4.25%
$5.347M
10,411 shares@ $513.61 avg price
EWBC
East West Bancorp Inc
Recent Activity
Increased 0.19%
4.04%
$5.079M
39,346 shares@ $129.09 avg price
BN
Brookfield Corp
Recent Activity
Increased 1.34%
4%
$5.028M
118,064 shares@ $42.6 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -0.54%
3.86%
$4.85M
12,212 shares@ $397.17 avg price
SYK
Stryker Corp
Recent Activity
Increased 4.47%
2.88%
$3.613M
11,476 shares@ $314.85 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.62%
2.78%
$3.498M
9,787 shares@ $357.37 avg price

1-10 of 114