Ground Swell Capital, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$46.5B

Holdings

155

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (155 positions)

StockValue
TSLATESLA INC
$2.6B
TLTISHARES TR
$1.7B
MCHPMICROCHIP TECHNOLOGY INC.
$1.6B
COINCOINBASE GLOBAL INC
$1.4B
NXPINXP SEMICONDUCTORS N V
$1.3B
KOKUDBX ETF TR
$1.1B
TXNTEXAS INSTRS INC
$1.0B
AMATAPPLIED MATLS INC
$842.7M
APOAPOLLO GLOBAL MGMT INC
$806.4M
SPYVSPDR SER TR
$710.2M
IWNISHARES TR
$688.5M
CLVTRIP COM GROUP LTD
$686.8M
NVDANVIDIA CORPORATION
$621.7M
VBKVANGUARD INDEX FDS
$597.5M
IBITISHARES BITCOIN TRUST ETF
$596.4M
INTCINTEL CORP
$590.6M
IJSISHARES TR
$512.5M
ONON SEMICONDUCTOR CORP
$500.9M
VEAVANGUARD TAX-MANAGED FDS
$487.7M
PWRQUANTA SVCS INC
$484.5M
IOOISHARES TR
$484.3M
AMDADVANCED MICRO DEVICES INC
$468.2M
NEE 7.299 06/01/27NEXTERA ENERGY INC
$462.7M
KKRKKR & CO INC
$462.6M
COOCOOPER COS INC
$450.3M
ENPHENPHASE ENERGY INC
$441.7M
MLB1MERCADOLIBRE INC
$438.9M
PMBSPIMCO ETF TR
$431.4M
MAMASTERCARD INCORPORATED
$421.5M
PCARPACCAR INC
$406.0M
XYZBLOCK INC
$398.9M
PHMPULTE GROUP INC
$393.6M
MDLZMONDELEZ INTL INC
$392.1M
FANGDIAMONDBACK ENERGY INC
$384.2M
GHCGRAHAM HLDGS CO
$374.7M
MKTXMARKETAXESS HLDGS INC
$362.0M
FIXCOMFORT SYS USA INC
$361.7M
KEYSKEYSIGHT TECHNOLOGIES INC
$360.9M
ASMLASML HOLDING N V
$360.5M
ALB 7.25 03/01/27ALBEMARLE CORP
$348.6M
AZOAUTOZONE INC
$347.0M
SMLFISHARES TR
$342.3M
DGXQUEST DIAGNOSTICS INC
$340.1M
XSWSPDR SER TR
$338.1M
CASYCASEYS GEN STORES INC
$337.7M
NEE 6.926 09/01/25NEXTERA ENERGY INC
$330.4M
ENQENTEGRIS INC
$330.1M
DOCUDOCUSIGN INC
$323.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$321.1M
MIGAMICROSTRATEGY INC
$314.5M
DONSPDR DOW JONES INDL AVERAGE
$312.4M
ZIONZIONS BANCORPORATION N A
$311.7M
HESHESS CORP
$302.0M
AWCAMERICAN WTR WKS CO INC NEW
$300.9M
FERGFERGUSON ENTERPRISES INC
$298.8M
QFINQIFU TECHNOLOGY INC
$292.3M
DOWDOW INC
$292.2M
RDNRADIAN GROUP INC
$289.8M
IJRISHARES TR
$289.0M
VAWVANGUARD WORLD FD
$288.5M
UNHUNITEDHEALTH GROUP INC
$285.4M
SPLVINVESCO EXCH TRADED FD TR II
$279.9M
VBVANGUARD INDEX FDS
$277.4M
MRVLMARVELL TECHNOLOGY INC
$273.2M
JPIEJ P MORGAN EXCHANGE TRADED F
$273.1M
ZBHZIMMER BIOMET HOLDINGS INC
$270.8M
GSKGSK PLC
$270.3M
WWDWOODWARD INC
$262.6M
PDDPDD HOLDINGS INC
$259.3M
LTHLIFE TIME GROUP HOLDINGS INC
$257.9M
BGBUNGE GLOBAL SA
$257.8M
BWXTBWX TECHNOLOGIES INC
$257.7M
KDPKEURIG DR PEPPER INC
$257.1M
MCOMOODYS CORP
$251.0M
FCXFREEPORT-MCMORAN INC
$249.6M
QLDPROSHARES TR
$248.7M
DECKDECKERS OUTDOOR CORP
$248.6M
SHAKSHAKE SHACK INC
$248.6M
MGMMGM RESORTS INTERNATIONAL
$248.2M
NWENORTHWESTERN ENERGY GROUP IN
$247.6M
EAELECTRONIC ARTS INC
$246.7M
RSGREPUBLIC SVCS INC
$244.6M
KDKYNDRYL HLDGS INC
$244.2M
PSTGPURE STORAGE INC
$242.2M
JPMJPMORGAN CHASE & CO.
$236.7M
LHLABCORP HOLDINGS INC
$233.9M
EWJISHARES INC
$227.4M
AMTAMERICAN TOWER CORP NEW
$227.4M
SPOTSPOTIFY TECHNOLOGY S A
$226.1M
NKENIKE INC
$225.1M
LVSLAS VEGAS SANDS CORP
$225.0M
CHDCHURCH & DWIGHT CO INC
$220.4M
QRVOQORVO INC
$219.5M
NBISNEBIUS GROUP N.V.
$218.9M
TECK/BTECK RESOURCES LTD
$218.0M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$215.0M
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
$214.2M
UDRUDR INC
$213.9M
CUBICUSTOMERS BANCORP INC
$208.4M
FNDFLOOR & DECOR HLDGS INC
$207.6M
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