EdgeMarket › What Savoie Capital Llc reported owning
What Savoie Capital Llc reported owning
As filed on Form 13F for the quarter ending 2025-06-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
804.6MPositions
92Quarter
2025-06-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 217.2M | 27.0% | 1.4M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 84.8M | 10.5% | 386.7K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 37.5M | 4.7% | 211.1K | 341.75 | +70.7% |
| LBRDK Liberty Broadband Corp | 34.6M | 4.3% | 351.8K | 36.02 | -41.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 26.7M | 3.3% | 48.4K | 713.44 | +26.1% |
| XOM ExxonMobil Holdings Corp | 25.5M | 3.2% | 236.6K | 165.11 | +52.1% |
| AMD ADVANCED MICRO DEVICES INC | 24.8M | 3.1% | 174.5K | 473.25 | +186.5% |
| MSFT MICROSOFT CORP | 19.8M | 2.5% | 39.8K | 483.24 | -4.4% |
| FWONK Liberty Media Corp | 18.9M | 2.4% | 181.1K | 104.94 | +3.2% |
| ASML ASML HOLDING NV | 17.7M | 2.2% | 22.1K | 1,763.76 | +135.3% |
| AAPL Apple Inc. | 15.2M | 1.9% | 74.2K | 309.35 | +36.9% |
| LLY ELI LILLY & Co | 14.7M | 1.8% | 18.8K | 1,255.40 | +78.0% |
| MU MICRON TECHNOLOGY INC | 14.5M | 1.8% | 117.3K | 966.78 | +724.8% |
| CVX CHEVRON CORP | 14.4M | 1.8% | 100.5K | 205.27 | +34.0% |
| AMAT APPLIED MATERIALS INC /DE | 14.2M | 1.8% | 77.3K | 492.32 | +205.9% |
| FANG Diamondback Energy, Inc. | 12.2M | 1.5% | 88.6K | 210.72 | +52.8% |
| QCOM QUALCOMM INC/DE | 12.2M | 1.5% | 76.4K | 160.75 | +3.4% |
| AVGO Broadcom Inc. | 11.5M | 1.4% | 41.9K | 368.45 | +26.5% |
| FWONA Liberty Media Corp | 9.7M | 1.2% | 102.1K | 96.52 | +6.5% |
| SPY SPDR S&P 500 ETF TRUST | 7.8M | 1.0% | 12.6K | 765.72 | +20.0% |
| LRCX LAM RESEARCH CORP | 7.2M | 0.9% | 74.4K | 314.00 | +216.7% |
| HD HOME DEPOT, INC. | 7.0M | 0.9% | 19.1K | 335.61 | -16.5% |
| COP CONOCOPHILLIPS | 6.9M | 0.9% | 77.2K | 134.87 | +42.1% |
| UNH UNITEDHEALTH GROUP INC | 6.4M | 0.8% | 20.5K | 390.11 | +30.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.3M | 0.8% | 27.9K | 418.95 | +83.3% |
| JPIN JPMorgan Diversified Return International Equi | 6.0M | 0.7% | 93.3K | 77.07 | +16.4% |
| HCA HCA Healthcare, Inc. | 5.8M | 0.7% | 15.2K | 429.19 | +4.6% |
| CMCSA COMCAST CORP | 5.6M | 0.7% | 158.2K | 26.85 | -19.3% |
| TLT iShares 20 Year Treasury Bond ETF | 5.6M | 0.7% | 63.0K | 82.05 | -5.5% |
| WDIV State Street SPDR S&P Global Dividend ETF | 5.2M | 0.7% | 74.2K | 85.23 | +16.7% |
| DIS Walt Disney Co | 5.1M | 0.6% | 41.3K | 107.78 | -7.9% |
| KLAC KLA CORP | 4.5M | 0.6% | 5.0K | 183.99 | +109.5% |
| PANW Palo Alto Networks Inc | 4.1M | 0.5% | 19.9K | 357.87 | +94.0% |
| LIN LINDE PLC | 3.9M | 0.5% | 8.4K | 487.57 | +1.1% |
| SCHD Schwab US Dividend Equity ETF | 3.5M | 0.4% | 133.8K | 35.11 | +27.6% |
| CRM Salesforce, Inc. | 3.5M | 0.4% | 12.9K | 209.17 | -15.1% |
| AWK American Water Works Company, Inc. | 3.5M | 0.4% | 25.0K | 135.39 | -7.0% |
| MA Mastercard Inc | 3.4M | 0.4% | 6.0K | 580.63 | -2.0% |
| IGV iShares Expanded Tech-Software Sector ETF | 3.3M | 0.4% | 30.2K | 103.37 | -2.8% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3.2M | 0.4% | 42.8K | 94.85 | +31.9% |
| AAP ADVANCE AUTO PARTS INC | 3.2M | 0.4% | 69.5K | 42.58 | -24.7% |
| NXPI NXP Semiconductors N.V. | 3.2M | 0.4% | 14.5K | 225.56 | -1.4% |
| V VISA INC. | 3.0M | 0.4% | 8.5K | 371.04 | +7.9% |
| PLTR Palantir Technologies Inc. | 2.7M | 0.3% | 20.0K | 179.94 | +15.3% |
| TRV TRAVELERS COMPANIES, INC. | 2.7M | 0.3% | 10.0K | 363.58 | +32.5% |
| JPM JPMORGAN CHASE & CO | 2.6M | 0.3% | 9.1K | 351.58 | +20.3% |
| HWM Howmet Aerospace Inc. | 2.5M | 0.3% | 13.3K | 271.68 | +58.0% |
| BAC BANK OF AMERICA CORP /DE/ | 2.4M | 0.3% | 50.0K | 61.69 | +27.6% |
| SHOP SHOPIFY INC. | 2.2M | 0.3% | 19.3K | 149.25 | +8.7% |
| ARM ARM HOLDINGS PLC /UK | 2.2M | 0.3% | 13.7K | 243.32 | +85.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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