Sitrin Capital Management LLC
Sitrin Capital Management LLC is an SEC-registered investment adviser headquartered in Century City, California. The firm operates as an investment advisory firm, offering discretionary asset management for individuals, institutions, and other investors. As of its most recent filings, Sitrin Capital manages hundreds of millions in assets and provides portfolio management based on fundamental analysis. Founded in the mid-2010s, the company maintains a boutique structure with a limited employee count and serves a range of high-net-worth and institutional clients.
Investment Strategy
Sitrin Capital Management employs a fundamental, bottom-up investment approach, constructing concentrated portfolios across multiple sectors. The firm focuses on rigorous research-driven selection, targeting companies with strong financials, sustainable growth prospects, and attractive valuations. The strategy emphasizes risk management and long-term value creation for clients, with an emphasis on equity holdings as evidenced by 13F filings.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.55% | $11.6M | 45,448 | $113.51 | $254.63 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 4.82% | $10.0M | 53,836 | $13.88 | $186.58 | +$200.3K |
L LRCX | LAM RESEARCH CORP | 4.73% | $9.9M | 73,500 | $72.23 | $133.90 | +$2.6M |
S SPY | SPDR S&P 500 ETF TR | 4.33% | $9.0M | 13,513 | $456.21 | $666.18 | +$514.9K |
J JPM | JPMORGAN CHASE & CO. | 4.07% | $8.5M | 26,885 | $138.87 | $315.43 | +$628.0K |