FFG Partners, LLC
CIK: 0002045972Latest portfolio: $344.9M · Q4 2025
Holdings
39
Total Value
$344.9M
New Positions
39
Closed Positions
0
Top Holdings
View All 39 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 231,745 | $43.2M | 12.53% | NEW | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 156,727 | $27.9M | 8.08% | NEW | |
| 3 | AMZNAMAZON COM INC | 103,602 | $23.9M | 6.93% | NEW | |
| 4 | GQ9SPDR GOLD TR | 55,781 | $22.1M | 6.41% | NEW | |
| 5 | HOODROBINHOOD MKTS INC | 172,151 | $19.5M | 5.65% | NEW | |
| 6 | JPMJPMORGAN CHASE & CO. | 58,634 | $18.9M | 5.48% | NEW | |
| 7 | AVGOBROADCOM INC | 53,192 | $18.4M | 5.34% | NEW | |
| 8 | CBOECBOE GLOBAL MKTS INC | 62,015 | $15.6M | 4.51% | NEW | |
| 9 | ETENERGY TRANSFER L P | 854,593 | $14.1M | 4.09% | NEW | |
| 10 | METAMETA PLATFORMS INC | 20,260 | $13.4M | 3.88% | NEW | |
| 11 | GOOGLALPHABET INC | 42,276 | $13.2M | 3.84% | NEW | |
| 12 | NFLXNETFLIX INC | 126,597 | $11.9M | 3.44% | NEW | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 22,385 | $10.5M | 3.04% | NEW | |
| 14 | ULTAULTA BEAUTY INC | 16,450 | $10.0M | 2.89% | NEW | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 16,456 | $9.6M | 2.77% | NEW | |
| 16 | JPXAEROVIRONMENT INC | 36,660 | $8.9M | 2.57% | NEW | |
| 17 | ACWXISHARES TR | 122,025 | $8.2M | 2.37% | NEW | |
| 18 | SHOPSHOPIFY INC | 50,646 | $8.2M | 2.36% | NEW | |
| 19 | COSTCOSTCO WHSL CORP NEW | 8,532 | $7.4M | 2.13% | NEW | |
| 20 | OKLOOKLO INC | 93,037 | $6.7M | 1.94% | NEW | |
| 21 | IBITISHARES BITCOIN TRUST ETF | 101,325 | $5.0M | 1.46% | NEW | |
| 22 | VRTVERTIV HOLDINGS CO | 30,750 | $5.0M | 1.44% | NEW | |
| 23 | DGDOLLAR GEN CORP NEW | 34,067 | $4.5M | 1.31% | NEW | |
| 24 | ETHAISHARES ETHEREUM TR | 161,756 | $3.6M | 1.05% | NEW | |
| 25 | ASMLASML HOLDING N V | 2,005 | $2.1M | 0.62% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.9470188931556583e+40T)
Technology0.0% ($4.3220278581841014e+33T)
Communication Services0.0% ($13373132321187.0T)
Consumer Cyclical0.0% ($2391.4T)
Unknown0.0% ($2210.7T)
Consumer Defensive0.0% ($73.6B)
Energy0.0% ($14.1M)
Utilities0.0% ($6.7M)
Industrials0.0% ($5.0M)
Filing History
Fund Information
FFG Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $344.9M across 39 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 12.5% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.