Fund HoldingsWarm Springs Advisors Inc.

Total Portfolio Value
$117.77M
Total Bought
$5.41M
Total Sold
$8.45M
Net Transaction
-$3.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTERA LABS INC(ALAB)026,535+26,53502,9082.47%+2,908
REDDIT INC(RDDT)010,000+10,00001,3471.14%+1,347
NEBIUS GROUP N.V.(NBIS)28,00028,00002,3442,9052.47%+562
COSTCO WHOLESALE CORPORATION(COST)3,8993,89903,3623,8853.30%+523
ATAIBECKLEY INC(ATAI)0136,400+136,40004830.41%+483
IRON MTN INC DEL(IRM)02,117+2,11702160.18%+216
COREWEAVE INC(CRWV)35,00035,00002,5062,7112.30%+205
CLOUDFLARE INC(NET)22,19822,19804,3764,5803.89%+204
CHEVRON CORPORATION(CVX)3,9823,911-716078090.69%+202
APPLIED MATLS INC1,4871,48703825080.43%+126
MERCK & CO INC(MRK)3,8013,784-174004550.39%+55
DUKE ENERGY CORP NEW(DUK)2,2912,29102693000.25%+31
PROCTER & GAMBLE CO(PG)1,7411,74102502510.21%+2
ISHARES TR3,7363,73604604230.36%-38
ISHARES TR2,3122,31204624190.36%-42
DANAHER CORP DEL(DHR)1,5741,57403602980.25%-62
STRYKER CORPORATION(SYK)2,7622,76209719080.77%-63
MASTERCARD INCORPORATED(MA)1,0191,01905825090.43%-73
BERKSHIRE HATHAWAY INC DEL3,1193,11901,5681,4951.27%-73
BLACKROCK INC(BLK)72772707786990.59%-79
BANK AMERICA CORP13,62413,62407496640.56%-85
HOME DEPOT INC(HD)3,6143,509-1051,2431,1540.98%-89
ISHARES TR4,7214,809+883,2343,1412.67%-92
ABBVIE INC(ABBV)8,7148,687-271,9911,8891.60%-102
META PLATFORMS INC(META)1,3231,32308737570.64%-116
ARISTA NETWORKS INC(ANET)20,49920,49902,6862,5172.14%-169
BOSTON SCIENTIFIC CORP(BSX)6,6356,63506334160.35%-216
INTUITIVE SURGICAL INC2,0992,09901,1899680.82%-221
JPMORGAN CHASE & CO(JPM)8,0678,06702,5992,3732.01%-226
SALESFORCE INC(CRM)3,0042,862-1427965340.45%-262
ADVANCED MICRO DEVICES INC(AMD)25,18625,18605,3945,1244.35%-270
ISHARES ETHEREUM TR(ETHA)44,00044,00009876970.59%-290
QUALCOMM INC(QCOM)6,4056,121-2841,0967880.67%-307
THERMO FISHER SCIENTIFIC INC(TMO)3,8173,815-22,2121,8751.59%-337
ADOBE INC(ADBE)1,0220-1,0223580-358
GRAB HOLDINGS LIMITED
CLASS A ORD
408,500458,500+50,0002,0381,6781.42%-360
SOUNDHOUND AI INC(SOUN)136,100136,10001,3579350.79%-422
APPLE INC(AAPL)23,42823,42806,3695,9465.05%-423
SCHWAB STRATEGIC TR16,1500-16,1504240-424
VISA INC(V)8,9968,99603,1552,7192.31%-436
INVESCO QQQ TR7,6587,299-3594,7054,2133.58%-492
ACCENTURE PLC IRELAND
SHS CLASS A
2,0660-2,0665540-554
AMAZON COM INC(AMZN)25,49225,49205,8845,3094.51%-575
CROWDSTRIKE HLDGS INC(CRWD)7,5797,57903,5532,9592.51%-594
ALPHABET INC(GOOG)28,87128,751-1209,0378,2687.02%-769
THE TRADE DESK INC(TTD)52,80052,80002,0041,1981.02%-806
FIGMA INC(FIG)60,00060,00002,2421,2681.08%-974
BROADCOM INC(AVGO)30,61130,246-36510,5949,3617.95%-1,233
NVIDIA CORPORATION(NVDA)96,41994,618-1,80117,98216,50114.01%-1,481
SOFI TECHNOLOGIES INC(SOFI)160,000160,00004,1892,5412.16%-1,648
ZSCALER INC(ZS)7,9360-7,9361,7850-1,785
MICROSOFT CORP(MSFT)15,83515,83507,6585,8624.98%-1,796
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