10,000+ stock pitches from top investors available on joinyellowbrick.com
BURR FINANCIAL SERVICES, LLC 13F Holdings
Holdings from the most recent 13F from BURR FINANCIAL SERVICES, LLC
Filed: 2025-07-09 (Q2 2025) | Holdings: 30 | Value: $118.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | Reduce 65% $(46.3M) | 20.80% | $24.7M | +20.81% | +11.47% | ||
| META - META PLATFORMS INC | Reduce 21% $(3.0M) | 9.52% | $11.3M | -16.36% | -3.52% | ||
| AMZN - AMAZON COM INC | Reduce 11% $(1.3M) | 8.47% | $10.1M | +22.79% | -2.34% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 53% $(11.4M) | 8.39% | $10.0M | +1.90% | +22.42% | ||
| AVGO - BROADCOM INC | Add 11% ($977.5K) | 8.11% | $9.6M | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 17% $(1.9M) | 7.44% | $8.8M | -9.54% | +2.22% | ||
| UBER - UBER TECHNOLOGIES INC | Add 352% ($5.1M) | 5.53% | $6.6M | -23.05% | -2.78% | ||
| AMAT - APPLIED MATLS INC | Add 381% ($4.1M) | 4.37% | $5.2M | +98.87% | +6.34% | ||
| CRWD - CROWDSTRIKE HLDGS INC | Add 154% ($3.0M) | 4.16% | $4.9M | ||||
| NFLX - NETFLIX INC | Add 11% ($421.8K) | 3.66% | $4.4M | -29.19% | -5.09% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 13% ($500.1K) | 3.60% | $4.3M | +73.69% | +20.87% | ||
| MPWR - MONOLITHIC PWR SYS INC | Add 774% ($3.0M) | 2.87% | $3.4M | ||||
| MRVL - MARVELL TECHNOLOGY INC | Add 471% ($2.4M) | 2.41% | $2.9M | +126.66% | +18.42% | ||
| GOOGL - ALPHABET INC | Add 6% ($164.4K) | 2.40% | $2.8M | ||||
| AAPL - APPLE INC | Reduce 18% $(403.6K) | 1.54% | $1.8M | +31.91% | +16.65% | ||
| SNPS - SYNOPSYS INC | Add 292% ($1.2M) | 1.35% | $1.6M | -9.95% | -20.56% | ||
| MSFT - MICROSOFT CORP | Reduce 25% $(492.0K) | 1.24% | $1.5M | -17.30% | +1.74% | ||
| LRCX - LAM RESEARCH CORP | 0.54% | $637.6K | +157.45% | +30.43% | |||
| TSLA - TESLA INC | Reduce 95% $(8.4M) | 0.38% | $456.8K | +30.81% | +37.81% | ||
| ACHR - ARCHER AVIATION INC | New Purchase | 0.37% | $438.4K | -44.47% | +15.21% | ||
| MA - MASTERCARD INCORPORATED | Reduce 9% $(45.0K) | 0.36% | $431.6K | -10.36% | -1.31% | ||
| V - VISA INC | Reduce 4% $(19.5K) | 0.36% | $424.3K | ||||
| ADBE - ADOBE INC | Reduce 45% $(338.5K) | 0.35% | $420.5K | -31.73% | -9.27% | ||
| COR - CENCORA INC | 0.33% | $394.0K | |||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 62% $(647.3K) | 0.33% | $392.2K | +138.84% | +50.28% | ||
| TPH - TRI POINTE HOMES INC | 0.31% | $370.6K | |||||
| COST - COSTCO WHSL CORP NEW | 0.26% | $312.8K | +3.19% | -5.64% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 81% ($131.0K) | 0.25% | $293.3K | +24.90% | +17.71% | ||
| SOUN - SOUNDHOUND AI INC | Reduce 28% $(76.4K) | 0.16% | $195.1K | -26.93% | +33.95% | ||
| PCG - PG&E CORP | 0.14% | $170.3K | |||||
| HIMS - HIMS & HERS HEALTH INC | Reduce 100% | 0.00% | $0.00 | ||||
| PWR - QUANTA SVCS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SFM - SPROUTS FMRS MKT INC | Reduce 100% | 0.00% | $0.00 | ||||
| SOFI - SOFI TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GE AEROSPACE | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||