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BURR FINANCIAL SERVICES, LLC 13F Holdings
Holdings from the most recent 13F from BURR FINANCIAL SERVICES, LLC
Filed: 2026-02-03 (Q4 2025) | Holdings: 26 | Value: $133.7M | 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 | 29.60% | $39.6M | +10.60% | +10.60% | |||
| AVGO - BROADCOM INC | Add 5% ($680.4K) | 10.11% | $13.5M | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | 9.41% | $12.6M | -6.04% | -6.04% | |||
| AMZN - AMAZON COM INC | Reduce 4% $(459.1K) | 8.24% | $11.0M | +13.90% | +13.90% | ||
| META - META PLATFORMS INC | 7.56% | $10.1M | -11.17% | -11.17% | |||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 3% ($191.1K) | 5.53% | $7.4M | +19.93% | +19.93% | ||
| AMAT - APPLIED MATLS INC | Add 2% ($119.5K) | 5.53% | $7.4M | +20.95% | +20.95% | ||
| PANW - PALO ALTO NETWORKS INC | Reduce 2% $(150.7K) | 5.51% | $7.4M | +11.94% | +11.94% | ||
| UBER - UBER TECHNOLOGIES INC | Reduce 4% $(207.5K) | 4.20% | $5.6M | -2.24% | -2.24% | ||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 4% $(198.3K) | 3.68% | $4.9M | ||||
| GOOGL - ALPHABET INC | Add 6% ($140.9K) | 1.87% | $2.5M | ||||
| MSFT - MICROSOFT CORP | Reduce 6% $(154.3K) | 1.85% | $2.5M | +0.87% | +0.87% | ||
| AAPL - APPLE INC | Reduce 7% $(167.5K) | 1.55% | $2.1M | +1.76% | +1.76% | ||
| LRCX - LAM RESEARCH CORP | Add 1% ($11.3K) | 0.85% | $1.1M | +12.62% | +12.62% | ||
| SNPS - SYNOPSYS INC | Reduce 25% $(369.2K) | 0.83% | $1.1M | +20.19% | +20.19% | ||
| AMD - ADVANCED MICRO DEVICES INC | Add 15% ($115.6K) | 0.67% | $897.1K | +58.86% | +58.86% | ||
| SOUN - SOUNDHOUND AI INC | Reduce 3% $(20.9K) | 0.52% | $693.4K | +15.77% | +15.77% | ||
| UNH - UNITEDHEALTH GROUP INC | 0.34% | $450.6K | +32.49% | +32.49% | |||
| COR - CENCORA INC | 0.33% | $443.8K | |||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 11% $(54.0K) | 0.33% | $441.1K | +118.34% | +118.34% | ||
| V - VISA INC | 0.31% | $419.1K | |||||
| MA - MASTERCARD INCORPORATED | 0.29% | $392.8K | -8.03% | -8.03% | |||
| TPH - TRI POINTE HOMES INC | 0.27% | $365.1K | |||||
| ACHR - ARCHER AVIATION INC | Add 5% ($13.2K) | 0.23% | $305.0K | -19.41% | -19.41% | ||
| COST - COSTCO WHSL CORP NEW | 0.20% | $272.5K | +3.15% | +3.15% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.19% | $256.1K | -18.98% | -18.98% | |||
| NET - CLOUDFLARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PCG - PG&E CORP | Reduce 100% | 0.00% | $0.00 | ||||