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BURR FINANCIAL SERVICES, LLC 13F Holdings
Holdings from the most recent 13F from BURR FINANCIAL SERVICES, LLC
Filed: 2025-01-17 (Q4 2024) | Holdings: 30 | Value: $148.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | Reduce 12% $(8.0M) | 41.28% | $61.2M | +42.67% | -30.35% | +28.00% | |
| TSLA - TESLA INC | Reduce 22% $(3.4M) | 8.02% | $11.9M | -9.28% | -47.42% | -3.09% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 7.89% | $11.7M | +99.39% | +23.98% | +130.11% | |
| AMZN - AMAZON COM INC | Add 8% ($829.1K) | 7.80% | $11.6M | +18.85% | -26.90% | +0.92% | |
| META - META PLATFORMS INC | Add 25% ($2.2M) | 7.45% | $11.0M | -0.80% | -21.48% | -1.91% | |
| PANW - PALO ALTO NETWORKS INC | Add 109% ($5.0M) | 6.44% | $9.5M | +1.92% | -11.62% | +1.64% | |
| AVGO - BROADCOM INC | New Purchase | 3.76% | $5.6M | +74.39% | -30.97% | +38.97% | |
| AAPL - APPLE INC | Reduce 30% $(1.6M) | 2.61% | $3.9M | +24.26% | -13.67% | +10.63% | |
| GOOGL - ALPHABET INC | Add 67% ($1.4M) | 2.37% | $3.5M | +93.41% | -25.73% | +62.39% | |
| PWR - QUANTA SVCS INC | Reduce 5% $(144.1K) | 1.95% | $2.9M | +119.81% | -26.42% | +34.50% | |
| NFLX - NETFLIX INC | New Purchase | 1.75% | $2.6M | +5.40% | +14.40% | +1.05% | |
| MSFT - MICROSOFT CORP | Reduce 60% $(3.3M) | 1.49% | $2.2M | -2.92% | -16.36% | +6.43% | |
| ADBE - ADOBE INC | Reduce 7% $(80.0K) | 0.77% | $1.1M | -41.38% | -20.78% | -32.98% | |
| AMAT - APPLIED MATLS INC | Reduce 82% $(5.1M) | 0.76% | $1.1M | +103.24% | -30.23% | +65.05% | |
| MA - MASTERCARD INCORPORATED | Reduce 3% $(31.6K) | 0.71% | $1.0M | -3.63% | -3.32% | +1.36% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 122% ($516.7K) | 0.63% | $940.9K | +30.03% | +0.50% | +22.68% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 71% $(2.3M) | 0.63% | $932.9K | +179.06% | -30.09% | +89.49% | |
| SNPS - SYNOPSYS INC | Reduce 75% $(2.0M) | 0.46% | $686.8K | -6.48% | -24.37% | -3.95% | |
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 0.43% | $636.2K | +30.54% | -60.72% | -36.38% | |
| V - VISA INC | Reduce 5% $(31.6K) | 0.40% | $598.9K | +2.98% | +0.10% | +2.44% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 39% $(332.9K) | 0.35% | $516.1K | -17.62% | -25.15% | +10.12% | |
| SFM - SPROUTS FMRS MKT INC | New Purchase | 0.33% | $485.4K | -41.87% | +14.21% | -47.73% | |
| SOUN - SOUNDHOUND AI INC | New Purchase | 0.31% | $462.3K | -31.62% | -45.85% | -24.55% | |
| TPH - TRI POINTE HOMES INC | Reduce 42% $(310.7K) | 0.28% | $420.6K | +23.74% | -21.83% | -8.96% | |
| MPWR - MONOLITHIC PWR SYS INC | Reduce 77% $(1.1M) | 0.22% | $327.2K | +149.50% | -20.02% | +63.73% | |
| COR - CENCORA INC | 0.20% | $295.2K | +25.84% | +15.69% | +45.08% | ||
| COST - COSTCO WHSL CORP NEW | 0.20% | $289.5K | +8.01% | +1.44% | +2.54% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 50% $(266.6K) | 0.18% | $263.0K | -25.53% | -16.91% | -32.54% | |
| PCG - PG&E CORP | 0.17% | $246.5K | -4.39% | -1.61% | -10.31% | ||
| SOFI - SOFI TECHNOLOGIES INC | New Purchase | 0.15% | $217.0K | -4.71% | -37.12% | +49.94% | |
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GE AEROSPACE | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TRNS - TRANSCAT INC | Reduce 100% | 0.00% | $0.00 | ||||