BURR FINANCIAL SERVICES, LLC

CIK: 0001966297SEC EDGAR →

Portfolio Value

$133.7B

Holdings

26

As of

Q4 2025

New Positions

26

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

212,170$39.6B
29.60%
2

BROADCOM INC

39,042$13.5B
10.11%
3

PALANTIR TECHNOLOGIES INC

70,796$12.6B
9.41%
4

AMAZON COM INC

47,740$11.0B
8.24%
5

META PLATFORMS INC

15,304$10.1B
7.56%
6

TAIWAN SEMICONDUCTOR MFG LTD

24,306$7.4B
5.53%
7

APPLIED MATLS INC

28,739$7.4B
5.52%
8

PALO ALTO NETWORKS INC

39,963$7.4B
5.51%
9

UBER TECHNOLOGIES INC

68,655$5.6B
4.20%
10

CROWDSTRIKE HLDGS INC

10,480$4.9B
3.67%

Quarterly Changes

Top Buys

NVDANEW
$39.6B
AVGONEW
$13.5B
PLTRNEW
$12.6B
AMZNNEW
$11.0B
METANEW
$10.1B

Top Sells

No sells this quarter

New Positions (26)

$39.6B · 212K shares
$13.5B · 39K shares
$12.6B · 71K shares
$11.0B · 48K shares
$10.1B · 15K shares
$7.4B · 24K shares
$7.4B · 29K shares
$7.4B · 40K shares
$5.6B · 69K shares
$4.9B · 10K shares
$2.5B · 8K shares
$2.5B · 5K shares
$2.1B · 8K shares
$1.1B · 7K shares
$1.1B · 2K shares
$897.0M · 4K shares
$693.0M · 70K shares
$450.0M · 1K shares
$443.0M · 1K shares
$441.0M · 5K shares
$419.0M · 1K shares
$392.0M · 688 shares
$365.0M · 12K shares
$304.0M · 41K shares
$272.0M · 316 shares
$256.0M · 442 shares

Sector Breakdown

Sector# HoldingsValue%
Technology15$107.1B80.2%
Communication Services2$12.6B9.4%
Consumer Cyclical3$11.8B8.8%
Financial Services2$811.0M0.6%
Healthcare2$706.0M0.5%
Industrials1$304.0M0.2%
Consumer Defensive1$272.0M0.2%