Fund HoldingsWarm Springs Advisors Inc.

Total Portfolio Value
$129.25M
Total Bought
$9.33M
Total Sold
$16.12M
Net Transaction
-$6.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ARISTA NETWORKS INC(ANET)020,499+20,49902,6862.08%+2,686
NEBIUS GROUP N.V.(NBIS)028,000+28,00002,3441.81%+2,344
ALPHABET INC(GOOG)29,97128,871-1,1007,2869,0376.99%+1,751
SOUNDHOUND AI INC(SOUN)0136,100+136,10001,3571.05%+1,357
ADVANCED MICRO DEVICES INC(AMD)25,31625,186-1304,0965,3944.17%+1,298
ISHARES ETHEREUM TR(ETHA)044,000+44,00009870.76%+987
GRAB HOLDINGS LIMITED
CLASS A ORD
208,500408,500+200,0001,2552,0381.58%+783
THERMO FISHER SCIENTIFIC(TMO)3,9983,817-1811,9392,2121.71%+273
FIGMA INC(FIG)40,00060,000+20,0002,0752,2421.73%+167
BROADCOM INC(AVGO)31,69030,611-1,07910,45510,5948.20%+140
APPLE INC(AAPL)24,64723,428-1,2196,2766,3694.93%+93
SALESFORCE INC(CRM)3,0043,00407127960.62%+84
AMAZON COM INC(AMZN)26,41725,492-9255,8005,8844.55%+84
MERCK & CO INC(MRK)3,8383,801-373224000.31%+78
APPLIED MATLS INC1,4871,48703043820.30%+78
DANAHER CORPORATION(DHR)1,5991,574-253173600.28%+43
ISHARES TR3,7363,73604514600.36%+9
MASTERCARD INCORPORATED(MA)1,0191,01905805820.45%+2
DUKE ENERGY CORP NEW(DUK)2,2912,29102842690.21%-15
BOSTON SCIENTIFIC CORP(BSX)6,6356,63506486330.49%-15
PROCTER AND GAMBLE CO(PG)1,7411,74102682500.19%-18
CHEVRON CORP NEW(CVX)4,1403,982-1586436070.47%-36
BERKSHIRE HATHAWAY INC DEL3,1903,119-711,6041,5681.21%-36
BANK AMERICA CORP15,26413,624-1,6407877490.58%-38
SOFI TECHNOLOGIES INC(SOFI)160,000160,00004,2274,1893.24%-38
ISHARES TR2,5992,312-2875094620.36%-47
BLACKROCK INC(BLK)72772708487780.60%-69
QUALCOMM INC(QCOM)7,0646,405-6591,1751,0960.85%-80
THE TRADE DESK INC(TTD)42,80052,800+10,0002,0982,0041.55%-93
VISA INC(V)9,5458,996-5493,2583,1552.44%-103
ADOBE INC(ADBE)1,3101,022-2884623580.28%-104
META PLATFORMS INC(META)1,3791,323-561,0138730.68%-139
CROWDSTRIKE HLDGS INC(CRWD)7,5797,57903,7173,5532.75%-164
STRYKER CORPORATION(SYK)3,0752,762-3131,1379710.75%-166
ACCENTURE PLC IRELAND
SHS CLASS A
2,9222,066-8567215540.43%-166
IRON MTN INC DEL(IRM)2,1170-2,1172160-216
JPMORGAN CHASE & CO.(JPM)8,9758,067-9082,8312,5992.01%-232
ABBVIE INC(ABBV)10,0328,714-1,3182,3231,9911.54%-332
HOME DEPOT INC(HD)3,9793,614-3651,6121,2430.96%-369
CLOUDFLARE INC(NET)22,19822,19804,7634,3763.39%-387
COSTCO WHSL CORP NEW(COST)4,1723,899-2733,8623,3622.60%-499
ZSCALER INC(ZS)7,9367,93602,3781,7851.38%-593
MICROSOFT CORP(MSFT)16,25715,835-4228,4207,6585.93%-762
COREWEAVE INC(CRWV)25,00035,000+10,0003,4212,5061.94%-915
NVIDIA CORPORATION(NVDA)101,29196,419-4,87218,89917,98213.91%-917
SCHWAB STRATEGIC TR52,18016,150-36,0301,3424240.33%-918
INVESCO QQQ TR9,3987,658-1,7405,6424,7053.64%-938
GRAYSCALE ETHEREUM MINI TR E(ETH)30,0000-30,0001,1750-1,175
ISHARES TR6,6314,721-1,9104,4383,2342.50%-1,204
DRAFTKINGS INC NEW(DKNG)50,0000-50,0001,8700-1,870
INTUITIVE SURGICAL INC7,1602,099-5,0613,2021,1890.92%-2,013
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