ASK CAPITAL MANAGEMENT, LLC

CIK: 0002056598SEC EDGAR →

Portfolio Value

$753.2M

Holdings

4

As of

Q4 2025

New Positions

0

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

1,695,069$586.7M
77.89%
2
AVGOCall

BROADCOM INC

457,000$158.2M
21.00%
3

AIRBNB INC

60,252$8.2M
1.09%
4

FIRST ADVANTAGE CORP NEW

15,651$227K
0.03%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

AVGO↓ Decreased
$6.1M
FA↓ Decreased
$2.0M
ABNB↓ Decreased
$161K

Sector Breakdown

Sector# HoldingsValue%
Technology2$744.8M98.9%
Consumer Cyclical1$8.2M1.1%
Industrials1$227K0.0%