The Analysis of Savoie Capital LLC's Holdings
Currently, Savoie Capital LLC holds 92 types of securities in its portfolio with a total value $804.6M. In the most recent quarter, they have increased their positions in MU (+55.2K shares, valued at $6.8M), AAPL (+31.4K shares, valued at $6.4M), UNH (+20.5K shares, valued at $6.4M); decreased their positions in FWONK (-363.5K shares, valued at $38.0M), TLT (-123.5K shares, valued at $10.9M), NVDA (-65.0K shares, valued at $10.3M); initiated new positions in UNH (+20.5K shares, valued at $6.4M), PLTR (+20.0K shares, valued at $2.7M), STZ (+6.0K shares, valued at $976.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION1.4M shares-4.52%2025-06-302025-08-14
AMZN AMAZON COM INC386.7K shares-6.41%2025-06-302025-08-14 GOOG ALPHABET INC211.1K shares-6.39%2025-06-302025-08-14 LBRDK LIBERTY BROADBAND CORP COM SER C351.8K shares-21.83%2025-06-302025-08-14 QQQ INVESCO QQQ TR48.4K shares-25.08%2025-06-302025-08-14 XOM EXXON MOBIL CORP236.6K shares-7.79%2025-06-302025-08-14 AMD ADVANCED MICRO DEVICES INC174.5K shares-19.36%2025-06-302025-08-14 MSFT MICROSOFT CORP39.8K shares1.27%2025-06-302025-08-14 FWONK LIBERTY MEDIA CORP DEL181.1K shares-66.74%2025-06-302025-08-14 ASML ASML HOLDING N V22.1K shares-3.49%2025-06-302025-08-14 AAPL APPLE INC74.2K shares73.44%2025-06-302025-08-14 LLY ELI LILLY & CO18.8K shares-0.53%2025-06-302025-08-14 MU MICRON TECHNOLOGY INC117.3K shares88.94%2025-06-302025-08-14 CVX CHEVRON CORP NEW100.5K shares-1.76%2025-06-302025-08-14 AMAT APPLIED MATLS INC77.3K shares-11.86%2025-06-302025-08-14 FANG DIAMONDBACK ENERGY INC88.6K shares3.51%2025-06-302025-08-14 QCOM QUALCOMM INC76.4K shares-7.28%2025-06-302025-08-14 AVGO BROADCOM INC41.9K shares-30.52%2025-06-302025-08-14 FWONA LIBERTY MEDIA CORP DEL102.1K shares-27.86%2025-06-302025-08-14 SPY SPDR S&P 500 ETF TR12.6K shares0.88%2025-06-302025-08-14 LRCX LAM RESEARCH CORP74.4K shares-10.14%2025-06-302025-08-14 HD HOME DEPOT INC19.1K shares0.00%2025-06-302025-08-14 COP CONOCOPHILLIPS77.2K shares-26.81%2025-06-302025-08-14 UNH UNITEDHEALTH GROUP INC20.5K sharesnew addition2025-06-302025-08-14 TSM TAIWAN SEMICONDUCTOR MFG LTD27.9K shares-10.01%2025-06-302025-08-14 JPIN J P MORGAN EXCHANGE TRADED F DIV RTN93.3K shares0.00%2025-06-302025-08-14 HCA HCA HEALTHCARE INC15.3K shares0.00%2025-06-302025-08-14 CMCSA COMCAST CORP NEW158.2K shares0.00%2025-06-302025-08-14 TLT ISHARES TR63.0K shares-66.22%2025-06-302025-08-14 WDIV SPDR INDEX SHS FDS74.2K shares0.00%2025-06-302025-08-14 DIS DISNEY WALT CO41.3K shares-13.06%2025-06-302025-08-14 KLAC KLA CORP5.0K shares0.00%2025-06-302025-08-14 PANW PALO ALTO NETWORKS INC19.9K shares0.00%2025-06-302025-08-14 LIN LINDE PLC8.4K shares0.00%2025-06-302025-08-14 SCHD SCHWAB STRATEGIC TR133.8K shares0.00%2025-06-302025-08-14 CRM SALESFORCE INC12.9K shares0.00%2025-06-302025-08-14 AWK AMERICAN WTR WKS CO INC NEW25.0K shares0.00%2025-06-302025-08-14 MA MASTERCARD INCORPORATED6.0K shares0.00%2025-06-302025-08-14 IGV ISHARES TR30.2K shares0.00%2025-06-302025-08-14 CIBR FIRST TR EXCHANGE TRADED FD42.8K shares0.00%2025-06-302025-08-14 AAP ADVANCE AUTO PARTS INC69.5K shares0.00%2025-06-302025-08-14 NXPI NXP SEMICONDUCTORS N V14.5K shares-0.01%2025-06-302025-08-14 V VISA INC8.5K shares0.00%2025-06-302025-08-14 PLTR PALANTIR TECHNOLOGIES INC20.0K sharesnew addition2025-06-302025-08-14 TRV TRAVELERS COMPANIES INC10.0K shares0.00%2025-06-302025-08-14 JPM JPMORGAN CHASE & CO9.1K shares0.00%2025-06-302025-08-14 HWM HOWMET AEROSPACE INC13.3K shares0.00%2025-06-302025-08-14 BAC BANK AMERICA CORP50.0K shares0.00%2025-06-302025-08-14 SHOP SHOPIFY INC19.3K shares0.00%2025-06-302025-08-14 ARM ARM HOLDINGS PLC13.7K shares0.00%2025-06-302025-08-14 INTC INTEL CORP98.5K shares2.07%2025-06-302025-08-14 RDDT REDDIT INC14.0K shares40.00%2025-06-302025-08-14 WY WEYERHAEUSER CO MTN BE80.0K shares0.00%2025-06-302025-08-14 SYK STRYKER CORPORATION5.0K shares0.00%2025-06-302025-08-14 MNDY MONDAY COM LTD6.2K shares0.00%2025-06-302025-08-14 MLPX GLOBAL X FDS31.0K shares0.00%2025-06-302025-08-14 LLYVK LIBERTY MEDIA CORP DEL23.3K shares0.00%2025-06-302025-08-14 AIG AMERICAN INTL GROUP INC22.0K shares0.00%2025-06-302025-08-14 UMI USCF ETF TR33.9K shares0.00%2025-06-302025-08-14 UPS UNITED PARCEL SERVICE INC16.9K shares0.00%2025-06-302025-08-14 WMT WALMART INC17.3K shares0.00%2025-06-302025-08-14 ADBE ADOBE SYSTEMS INCORPORATED3.6K shares-66.88%2025-06-302025-08-14 CAT CATERPILLAR INC3.5K shares0.00%2025-06-302025-08-14 AMT AMERICAN TOWER CORP NEW5.7K shares-65.02%2025-06-302025-08-14 AKAM AKAMAI TECHNOLOGIES INC14.9K shares0.00%2025-06-302025-08-14 IRM IRON MOUNTAIN INC11.5K shares0.00%2025-06-302025-08-14 NOK NOKIA CORP225.0K shares0.00%2025-06-302025-08-14 PG PROCTER AND GAMBLE CO6.4K shares0.00%2025-06-302025-08-14 STZ CONSTELLATION BRANDS INC6.0K sharesnew addition2025-06-302025-08-14 GBX GREENBRIER COS INC20.5K shares0.00%2025-06-302025-08-14 BATRK ATLANTA BRAVES HLDGS INC19.9K shares0.00%2025-06-302025-08-14 MCD MCDONALDS CORP3.1K shares0.00%2025-06-302025-08-14 KO COCA COLA CO12.5K shares0.00%2025-06-302025-08-14 LMT LOCKHEED MARTIN CORP1.9K shares0.00%2025-06-302025-08-14 SWKS SKYWORKS SOLUTIONS INC11.3K shares-0.02%2025-06-302025-08-14 KMB KIMBERLY-CLARK CORP6.3K shares0.00%2025-06-302025-08-14 ESN NORTHERN LTS FD TR II50.2K shares0.00%2025-06-302025-08-14 NEE NEXTERA ENERGY INC10.0K shares0.00%2025-06-302025-08-14 PEP PEPSICO INC4.7K shares0.00%2025-06-302025-08-14 RTX RAYTHEON TECHNOLOGIES CORP4.0K shares0.00%2025-06-302025-08-14 GIS GENERAL MLS INC11.3K shares0.00%2025-06-302025-08-14 CTVA CORTEVA6.7K shares0.00%2025-06-302025-08-14 CCI CROWN CASTLE INC4.7K shares0.00%2025-06-302025-08-14 LLYVA LIBERTY MEDIA CORP DEL5.4K shares-10.55%2025-06-302025-08-14 MGM MGM RESORTS INTERNATIONAL12.5K shares0.00%2025-06-302025-08-14 META META PLATFORMS INC500 shares0.00%2025-06-302025-08-14 OKTA OKTA INC3.2K sharesnew addition2025-06-302025-08-14 GLW CORNING INC5.4K shares0.00%2025-06-302025-08-14 MMM 3M CO1.8K shares0.00%2025-06-302025-08-14 WAB WABTEC1.1K shares0.00%2025-06-302025-08-14 APO APOLLO GLOBAL MGMT INC1.5K shares0.00%2025-06-302025-08-14 PCN PIMCO CORPORATE & INCM STRG12.0K sharesnew addition2025-06-302025-08-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available