BURR FINANCIAL SERVICES, LLC 13F Portfolio
BURR FINANCIAL SERVICES, LLC runs BURR FINANCIAL SERVICES, LLC and currently holds 26 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $163.55M. Their top holdings are NVDA, AMAT, TSM, PLTR, MU. The top five represent 67.1% of reported portfolio weight. BURR FINANCIAL SERVICES, LLC ranks #138 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BURR FINANCIAL SERVICES, LLC initiated 5 new positions. They added to 4 existing positions. They trimmed 12 positions. Their current best-performing preview position is PLTR with returns of +60.32%.
Portfolio Value
$163.55M
Alpha Score
110.3
#138 of 1000
Holdings
26
BURR FINANCIAL SERVICES, LLC Current 13F Holdings
Reported holdings from BURR FINANCIAL SERVICES, LLC's latest SEC 13F filing, ranked by portfolio weight.
26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 32.32% | $113.97 | $229.28 | +101.18% | Trimmed -1.98% |
AMAT APPLIED MATLS INC | 11.05% | $223.62 | $507.03 | +126.74% | Added +1.58% |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 9.95% | $246.10 | $453.28 | +84.19% | Trimmed -3.64% |
PLTR PALANTIR TECHNOLOGIES INC | 7.63% | $90.37 | $209.05 | +131.33% | Trimmed -21.67% |
MU MICRON TECHNOLOGY INC | 6.11% | $563.96 | $1,029.00 | +82.46% | Trimmed -5.98% |
IONQ IONQ INC | 4.94% | $43.86 | $39.93 | -8.96% | New Buy |
QBTS D-WAVE QUANTUM INC | 3.88% | $16.57 | $14.57 | -12.07% | New Buy |
AVGO BROADCOM INC | 3.79% | $242.27 | $361.54 | +49.23% | Trimmed -58.12% |
RGTI RIGETTI COMPUTING INC | 3.78% | $15.74 | $14.03 | -10.86% | New Buy |
AMD ADVANCED MICRO DEVICES INC | 2.10% | $260.90 | $608.10 | +133.08% | Added +20.89% |
Showing 1-10 of 26