FFG Partners, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$300.8B
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 247,295 | $39.1B | 12.99% | |
| 2 | ETENERGY TRANSFER L P | 1,310,541 | $23.8B | 7.90% | |
| 3 | LLYELI LILLY & CO | 30,446 | $23.7B | 7.89% | |
| 4 | AMZNAMAZON COM INC | 103,497 | $22.7B | 7.55% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 159,443 | $21.7B | 7.23% | |
| 6 | GQ9SPDR GOLD TR | 58,531 | $17.8B | 5.93% | |
| 7 | COSTCOSTCO WHSL CORP NEW | 17,131 | $17.0B | 5.64% | |
| 8 | HOODROBINHOOD MKTS INC | 170,625 | $16.0B | 5.31% | |
| 9 | AVGOBROADCOM INC | 53,196 | $14.7B | 4.88% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,100 | $14.6B | 4.86% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 15,310 | $11.7B | 3.91% | |
| 12 | UBERUBER TECHNOLOGIES INC | 122,844 | $11.5B | 3.81% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 21,779 | $11.1B | 3.69% | |
| 14 | EWGISHARES INC | 222,247 | $9.4B | 3.13% | |
| 15 | NFLXNETFLIX INC | 6,916 | $9.3B | 3.08% | |
| 16 | GOOGLALPHABET INC | 41,670 | $7.3B | 2.44% | |
| 17 | METAMETA PLATFORMS INC | 9,582 | $7.1B | 2.35% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 56,870 | $6.4B | 2.14% | |
| 19 | IBITISHARES BITCOIN TRUST ETF | 69,708 | $4.3B | 1.42% | |
| 20 | PANWPALO ALTO NETWORKS INC | 10,706 | $2.2B | 0.73% | |
| 21 | ETHAISHARES ETHEREUM TR | 70,600 | $1.3B | 0.45% | |
| 22 | MSFTMICROSOFT CORP | 2,672 | $1.3B | 0.44% | |
| 23 | IAU*ISHARES GOLD TR | 18,413 | $1.1B | 0.38% | |
| 24 | XARSPDR SERIES TRUST | 4,679 | $987.1M | 0.33% | |
| 25 | AAPLAPPLE INC | 4,054 | $831.9M | 0.28% | |
| 26 | GOOGALPHABET INC | 4,082 | $724.2M | 0.24% | |
| 27 | TSLATESLA INC | 2,117 | $672.5M | 0.22% | |
| 28 | CIBRFIRST TR EXCHANGE TRADED FD | 7,829 | $591.8M | 0.20% | |
| 29 | VTIVANGUARD INDEX FDS | 1,701 | $517.0M | 0.17% | |
| 30 | JPMJPMORGAN CHASE & CO. | 1,566 | $454.2M | 0.15% | |
| 31 | MIGAMICROSTRATEGY INC | 880 | $355.7M | 0.12% | |
| 32 | BNDVANGUARD BD INDEX FDS | 3,243 | $238.8M | 0.08% | |
| 33 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,039 | $235.4M | 0.08% |