BROOKTREE CAPITAL MANAGEMENT Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$152.9B

Holdings

41

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
IBKRINTERACTIVE BROKERS GROUP IN
501,839$27.8B18.18%
2
PARPAR TECHNOLOGY CORP
327,762$22.7B14.87%
3
RMNIRIMINI STR INC DEL
3,902,223$14.7B9.62%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
21,032$10.2B6.68%
5
0J7QIAC INC
246,677$9.2B6.02%
6
BFHBREAD FINANCIAL HOLDINGS INC
156,082$8.9B5.83%
7
THRYTHRYV HLDGS INC
715,630$8.7B5.69%
8
FISVFISERV INC
45,149$7.8B5.09%
9
QCOMQUALCOMM INC
46,866$7.5B4.88%
10
JNJJOHNSON & JOHNSON
28,849$4.4B2.88%
11
EXTREXTREME NETWORKS
220,042$3.9B2.58%
12
PFEPFIZER INC
121,355$2.9B1.92%
13
DC4DEXCOM INC
29,245$2.6B1.67%
14
MSFTMICROSOFT CORP
4,927$2.5B1.60%
15
GDGENERAL DYNAMICS CORP
7,416$2.2B1.41%
16
LLYELI LILLY & CO
2,246$1.8B1.14%
17
RKTROCKET COS INC
116,565$1.7B1.08%
18
DXCDXC TECHNOLOGY CO
99,954$1.5B1.00%
19
IYWISHARES TR
6,746$1.2B0.76%
20
XOMEXXON MOBIL CORP
10,076$1.1B0.71%
21
WSTWEST PHARMACEUTICAL SVSC INC
4,925$1.1B0.70%
22
SYKSTRYKER CORPORATION
2,693$1.1B0.70%
23
ABBVABBVIE INC
4,958$920.3M0.60%
24
ABTABBOTT LABS
5,100$693.7M0.45%
25
MCDMCDONALDS CORP
2,296$670.8M0.44%
26
JPMJPMORGAN CHASE & CO.
2,000$579.8M0.38%
27
PEPPEPSICO INC
3,500$462.1M0.30%
28
AAPLAPPLE INC
2,175$446.2M0.29%
29
CDLXCARDLYTICS INC
242,249$398.5M0.26%
30
HDHOME DEPOT INC
1,015$372.1M0.24%
31
GOOGALPHABET INC
2,000$354.8M0.23%
32
GOOGLALPHABET INC
2,000$352.5M0.23%
33
KOCOCA COLA CO
4,000$283.0M0.19%
34
AMGNAMGEN INC
1,000$279.2M0.18%
35
EMREMERSON ELEC CO
2,000$266.7M0.17%
36
BKBANK NEW YORK MELLON CORP
2,860$260.6M0.17%
37
CLCOLGATE PALMOLIVE CO
2,850$259.1M0.17%
38
AMZNAMAZON COM INC
1,177$258.2M0.17%
39
KMBKIMBERLY-CLARK CORP
2,000$257.8M0.17%
40
PGPROCTER AND GAMBLE CO
1,600$254.9M0.17%
41
ORCLORACLE CORP
1,000$218.6M0.14%