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BURR FINANCIAL SERVICES, LLC 13F Holdings
Holdings from the most recent 13F from BURR FINANCIAL SERVICES, LLC
Filed: 2024-10-25 (Q3 2024) | Holdings: 27 | Value: $141.2M | 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 | 44.29% | $62.5M | +38.85% | -17.18% | +33.95% | ||
| TSLA - TESLA INC | New Purchase | 7.01% | $9.9M | +45.37% | +47.09% | +67.56% | |
| AMZN - AMAZON COM INC | 6.46% | $9.1M | +43.51% | +24.19% | +19.73% | ||
| META - META PLATFORMS INC | Reduce 17% $(1.7M) | 6.13% | $8.7M | +5.39% | +13.47% | +29.41% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 1% $(96.4K) | 6.09% | $8.6M | +0.30% | +2.88% | +19.72% | |
| AMAT - APPLIED MATLS INC | Add 1% ($95.4K) | 5.49% | $7.7M | +112.70% | -6.19% | +25.31% | |
| MSFT - MICROSOFT CORP | Reduce 17% $(1.1M) | 4.01% | $5.7M | -3.06% | +0.87% | +24.06% | |
| AAPL - APPLE INC | Reduce 26% $(1.8M) | 3.63% | $5.1M | +19.43% | -1.37% | +15.75% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 3% ($132.9K) | 3.09% | $4.4M | +115.48% | -27.44% | +63.83% | |
| PWR - QUANTA SVCS INC | Reduce 3% $(90.9K) | 2.03% | $2.9M | +144.14% | -5.86% | +42.36% | |
| SNPS - SYNOPSYS INC | Add 5% ($129.6K) | 2.00% | $2.8M | -1.52% | +1.10% | -7.87% | |
| MPWR - MONOLITHIC PWR SYS INC | Reduce 7% $(171.0K) | 1.58% | $2.2M | +76.73% | -33.20% | +23.67% | |
| GOOGL - ALPHABET INC | Reduce 11% $(226.2K) | 1.31% | $1.8M | +128.42% | +13.80% | +60.27% | |
| LLY - ELI LILLY & CO | Add 51% ($536.9K) | 1.13% | $1.6M | +9.33% | -9.54% | -6.94% | |
| ADBE - ADOBE INC | Reduce 2% $(23.3K) | 1.01% | $1.4M | -47.92% | -10.06% | -26.63% | |
| MA - MASTERCARD INCORPORATED | Reduce 2% $(19.8K) | 0.72% | $1.0M | +0.37% | +8.09% | +13.45% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 14% $(162.1K) | 0.71% | $1.0M | -16.85% | +4.44% | +1.17% | |
| TPH - TRI POINTE HOMES INC | Add 74% ($388.3K) | 0.65% | $913.9K | +14.59% | -5.80% | -20.78% | |
| LRCX - LAM RESEARCH CORP | Add 3% ($24.5K) | 0.54% | $763.0K | +239.60% | -1.69% | +105.48% | |
| UNH - UNITEDHEALTH GROUP INC | Add 8% ($43.9K) | 0.43% | $612.2K | -32.13% | -3.65% | -33.97% | |
| V - VISA INC | 0.39% | $548.5K | +17.17% | +18.84% | +24.19% | ||
| GE - GE AEROSPACE | Reduce 16% $(83.7K) | 0.32% | $450.5K | +57.23% | +8.22% | +74.89% | |
| CRWD - CROWDSTRIKE HLDGS INC | Add 28% ($75.7K) | 0.25% | $347.8K | +55.82% | +24.11% | +75.90% | |
| COR - CENCORA INC | 0.21% | $295.8K | +30.73% | +8.70% | +44.19% | ||
| COST - COSTCO WHSL CORP NEW | 0.20% | $280.1K | +14.10% | +7.87% | +4.31% | ||
| PCG - PG&E CORP | 0.17% | $241.5K | -19.73% | -20.20% | -19.12% | ||
| TRNS - TRANSCAT INC | 0.16% | $221.7K | -41.92% | -18.41% | -36.79% | ||
| SMCI - SUPER MICRO COMPUTER INC | Reduce 100% | 0.00% | $0.00 | -31.71% | |||
| NVO - NOVO-NORDISK A S | Reduce 100% | 0.00% | $0.00 | -4.99% | |||
| SOUN - SOUNDHOUND AI INC | Reduce 100% | 0.00% | $0.00 | +77.00% | |||