Fund HoldingsBURR FINANCIAL SERVICES, LLC

Total Portfolio Value
$127.49M
Total Bought
$8.01M
Total Sold
$27.02M
Net Transaction
-$19.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)016,669+16,66902,7672.17%+2,767
PALANTIR TECHNOLOGIES INC(PLTR)154,670156,486+1,81611,69813,20710.36%+1,510
UBER TECHNOLOGIES INC(UBER)015,570+15,57001,1340.89%+1,134
LAM RESEARCH CORP(LRCX)06,550+6,55004760.37%+476
CROWDSTRIKE HLDGS INC(CRWD)2,7503,823+1,0739411,3481.06%+407
GE AEROSPACE(GE)01,279+1,27902560.20%+256
HIMS & HERS HEALTH INC(HIMS)07,150+7,15002110.17%+211
SPROUTS FMRS MKT INC(SFM)3,8204,220+4004856440.51%+159
NETFLIX INC(NFLX)2,9152,935+202,5982,7372.15%+139
META PLATFORMS INC(META)18,85519,337+48211,04011,1458.74%+105
CENCORA INC1,3141,31402953650.29%+70
COSTCO WHSL CORP NEW(COST)31631602902990.23%+9
UNITEDHEALTH GROUP INC(UNH)52052002632720.21%+9
MONOLITHIC PWR SYS INC(MPWR)553533-203273090.24%-18
SOFI TECHNOLOGIES INC(SOFI)14,09015,580+1,4902171810.14%-36
PG&E CORP(PCG)12,21612,21602472100.16%-37
TRI POINTE HOMES INC
COM
11,60011,60004213700.29%-50
VISA INC(V)1,8951,250-6455994380.34%-161
ADVANCED MICRO DEVICES INC(AMD)7,7237,326-3979337530.59%-180
MARVELL TECHNOLOGY INC(MRVL)5,7606,490+7306364000.31%-237
THERMO FISHER SCIENTIFIC INC(TMO)992543-4495162700.21%-246
SOUNDHOUND AI INC(SOUN)23,30025,300+2,0004622050.16%-257
APPLIED MATLS INC6,9085,900-1,0081,1238560.67%-267
BROADCOM INC(AVGO)24,03731,419+7,3825,5735,2604.13%-312
SYNOPSYS INC(SNPS)1,415798-6176873420.27%-345
ADOBE INC(ADBE)2,5701,962-6081,1437520.59%-390
MASTERCARD INCORPORATED(MA)1,989848-1,1411,0474650.36%-583
PALO ALTO NETWORKS INC(PANW)52,43452,292-1429,5418,9237.00%-618
MICROSOFT CORP(MSFT)5,2463,946-1,3002,2111,4811.16%-730
ALPHABET INC(GOOG)18,56015,227-3,3333,5132,3551.85%-1,159
APPLE INC(AAPL)15,45110,872-4,5793,8692,4151.89%-1,454
AMAZON COM INC(AMZN)52,71651,711-1,00511,5659,8397.72%-1,727
QUANTA SVCS INC9,1623,511-5,6512,8968920.70%-2,003
TESLA INC(TSLA)29,41927,821-1,59811,8817,2105.66%-4,670
NVIDIA CORPORATION(NVDA)455,498449,322-6,17661,16948,69738.20%-12,471
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