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BURR FINANCIAL SERVICES, LLC 13F Holdings
Holdings from the most recent 13F from BURR FINANCIAL SERVICES, LLC
Filed: 2024-07-22 (Q2 2024) | Holdings: 29 | Value: $143.2M | 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 | Add 1455% ($59.7M) | 44.58% | $63.8M | +61.73% | +13.68% | +39.14% | |
| AMZN - AMAZON COM INC | Reduce 4% $(418.0K) | 6.61% | $9.5M | +47.77% | +0.33% | +24.00% | |
| META - META PLATFORMS INC | Reduce 8% $(823.9K) | 6.39% | $9.2M | +25.33% | +15.19% | +46.17% | |
| AMAT - APPLIED MATLS INC | Reduce 4% $(368.1K) | 6.24% | $8.9M | +80.30% | -16.97% | -14.37% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 5% $(427.8K) | 6.02% | $8.6M | +10.19% | +6.93% | +18.94% | |
| MSFT - MICROSOFT CORP | Reduce 10% $(826.4K) | 4.94% | $7.1M | -5.56% | -4.17% | +14.84% | |
| AAPL - APPLE INC | Add 170% ($3.9M) | 4.35% | $6.2M | +24.34% | +2.97% | -4.11% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 41% $(3.0M) | 2.92% | $4.2M | +120.42% | -1.32% | +2.39% | |
| NVO - NOVO-NORDISK A S | Reduce 12% $(475.2K) | 2.44% | $3.5M | -65.17% | -13.11% | -46.80% | |
| SNPS - SYNOPSYS INC | Reduce 33% $(1.5M) | 2.21% | $3.2M | -14.43% | -15.13% | +5.68% | |
| SMCI - SUPER MICRO COMPUTER INC | Reduce 51% $(2.8M) | 1.83% | $2.6M | -64.14% | -41.74% | -33.59% | |
| PWR - QUANTA SVCS INC | Add 4% ($89.4K) | 1.76% | $2.5M | +183.67% | +14.66% | +51.63% | |
| GOOGL - ALPHABET INC | Add 1% ($20.2K) | 1.59% | $2.3M | +112.02% | -10.47% | +5.00% | |
| MPWR - MONOLITHIC PWR SYS INC | Reduce 35% $(1.2M) | 1.49% | $2.1M | +89.89% | +5.35% | -13.57% | |
| ADBE - ADOBE INC | Reduce 27% $(566.7K) | 1.08% | $1.6M | -54.36% | -12.84% | -33.07% | |
| LLY - ELI LILLY & CO | New Purchase | 0.76% | $1.1M | +12.62% | +3.97% | -7.55% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 19% $(251.1K) | 0.73% | $1.0M | -18.50% | +1.03% | -17.99% | |
| LRCX - LAM RESEARCH CORP | Reduce 34% $(506.9K) | 0.67% | $963.7K | +172.73% | -24.17% | +1.93% | |
| MA - MASTERCARD INCORPORATED | Reduce 8% $(81.2K) | 0.64% | $921.6K | +13.82% | +14.81% | +26.17% | |
| SOUN - SOUNDHOUND AI INC | Reduce 61% $(1.0M) | 0.46% | $665.7K | +93.66% | +1.84% | +149.49% | |
| V - VISA INC | Reduce 11% $(63.5K) | 0.37% | $523.6K | +23.78% | +6.28% | +33.77% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(15.3K) | 0.35% | $495.0K | -30.98% | +1.41% | -46.66% | |
| GE - GE AEROSPACE | Reduce 96% $(10.1M) | 0.31% | $450.4K | +70.73% | +9.61% | +59.56% | |
| TPH - TRI POINTE HOMES INC | 0.30% | $432.1K | +3.56% | -5.95% | -22.15% | ||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 82% $(1.7M) | 0.26% | $371.7K | +74.43% | +11.26% | +71.56% | |
| COR - CENCORA INC | 0.21% | $296.0K | +36.66% | +4.32% | +31.37% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 16% $(51.0K) | 0.19% | $268.6K | +20.60% | +6.07% | +11.44% | |
| TRNS - TRANSCAT INC | 0.15% | $219.7K | -50.59% | -12.16% | -41.91% | ||
| PCG - PG&E CORP | 0.15% | $213.3K | -9.85% | +13.07% | -24.22% | ||
| NTES - NETEASE INC | Reduce 100% | 0.00% | $0.00 | ||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| SOFI - SOFI TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| GEV - GE VERNOVA LLC | Reduce 100% | 0.00% | $0.00 | ||||
| NET - CLOUDFLARE INC | Reduce 100% | 0.00% | $0.00 | ||||