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The Analysis of BURR FINANCIAL SERVICES, LLC's Holdings & P&L

Currently, BURR FINANCIAL SERVICES, LLC holds 25 types of securities in its portfolio with a total value $125.8M. In the most recent quarter, they have increased their positions in FANG (+35.0K shares, valued at $6.9M), NVDA (+30.5K shares, valued at $5.3M), TSM (+12.9K shares, valued at $4.4M); decreased their positions in AMZN (-34.4K shares, valued at $7.2M), PANW (-32.5K shares, valued at $5.2M), N/A (-695 shares, valued at $199.9K); initiated new positions in FANG (+35.0K shares, valued at $6.9M), MU (+7.2K shares, valued at $2.4M), GEV (+290 shares, valued at $253.1K).

1M P&L

+8.3M+6.85%

3M P&L

+15.1M+13.24%

HY P&L

+24.9M+23.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors58.2M

54.0%

2Software - Infrastructure14.2M

13.2%

3Semiconductor Equipment & Materials11.6M

10.7%

Top Industries by Stock Count

1Semiconductors4 stocks

21.1%

2Credit Services2 stocks

10.5%

3Software - Infrastructure2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION242.7K shares14.39%2026-03-312026-04-13

BROADCOM INC BROADCOM INC43.4K shares11.26%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC88.8K shares25.47%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC37.2K shares52.98%2026-03-312026-04-13

AMAT APPLIED MATLS INC33.8K shares17.67%2026-03-312026-04-13

META META PLATFORMS INC17.0K shares11.38%2026-03-312026-04-13

FANG DIAMONDBACK ENERGY INC35.0K sharesnew addition2026-03-312026-04-13

AMZN AMAZON COM INC13.4K shares-71.96%2026-03-312026-04-13

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MU MICRON TECHNOLOGY INC7.2K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC7.3K shares-8.69%2026-03-312026-04-13

AAPL APPLE INC7.5K shares-1.58%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP6.6K shares0.00%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC7.5K shares-81.26%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC4.4K shares4.06%2026-03-312026-04-13

SOUN SOUNDHOUND AI INC90.2K shares29.66%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.2K shares0.00%2026-03-312026-04-13

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CENCORA INC CENCORA INC1.3K shares0.00%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION316 shares0.00%2026-03-312026-04-13

V VISA INC918 shares-23.18%2026-03-312026-04-13

GEV GE VERNOVA INC290 sharesnew addition2026-03-312026-04-13

ACHR ARCHER AVIATION INC47.5K shares17.17%2026-03-312026-04-13

MA MASTERCARD INCORPORATED488 shares-29.07%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE850 sharesnew addition2026-03-312026-04-13

PWR QUANTA SVCS INC400 sharesnew addition2026-03-312026-04-13

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TMO THERMO FISHER SCIENTIFIC INC420 shares-4.98%2026-03-312026-04-13

NVDA

NVIDIA CORPORATION

14.39%

Shares242.7K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

11.26%

Shares43.4K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

25.47%

Shares88.8K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

52.98%

Shares37.2K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

17.67%

Shares33.8K

Event2026-03-31

Filed2026-04-13