Chapman Investment Management, LLC

CIK 0001751006 · SAN ANSELMO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$121.2M
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.1%
Est. Net Flow (Q)
2026 Q2

Portfolio Composition

Sector Allocation

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Option Positions

PUT 75.1%CALL 0.0%
SymbolCompanyTypeNotional Value% Port.
COSTCOSTCO WHOLESALE CORPORATIONPUT$13.0M10.72%
AMZNAMAZON COM INCPUT$10.9M9.01%
MSFTMICROSOFT CORPPUT$10.7M8.83%
MAMASTERCARD INCORPORATEDPUT$10.3M8.47%
VVISA INCPUT$9.6M7.88%
MKLMARKEL GROUP INCPUT$9.1M7.48%
AAPLAPPLE INCPUT$8.7M7.16%
AXPAMERICAN EXPRESS COPUT$7.1M5.84%
WMWASTE MGMT INC DELPUT$6.1M5.00%
MELIMERCADOLIBRE INCPUT$5.7M4.74%

13F reports options at notional share-equivalent value; premium cost and strikes are not disclosed.

Read the 2026-Q2 quarterly report · 13F Filing Calendar

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.