Investor
BURR FINANCIAL SERVICES, LLC
CIK 0001966297 · filed 2026-04-13 · SEC filing
13F book
$125.8M
Positions
25
5 new · 6 sold
Largest name
33.6%
Nvidia Corp · NVDA
Est. mark
−$5.21M
Price effect on 20 names still held. Flow −$2.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 242.7K | $42.3M | 33.6% | −$2.57M | Added$2.76M |
| Broadcom Inc. | AVGO | 43.4K | $13.4M | 10.7% | −$1.43M | Added−$67.3K |
| Palantir Technologies Inc. | PLTR | 88.8K | $13M | 10.3% | −$2.23M | Added$410.1K |
| Taiwan Semiconductor Mfg Ltd | — | 37.2K | $12.6M | 10.0% | $827.9K | Added$5.18M |
| Applied Matls Inc | — | 33.8K | $11.6M | 9.2% | $2.44M | Added$4.17M |
| Meta Platforms, Inc. | META | 17K | $9.75M | 7.8% | −$1.35M | Added−$349.2K |
| Diamondback Energy, Inc. | FANG | 35K | $6.92M | 5.5% | — | New |
| Amazon Com Inc | AMZN | 13.4K | $2.79M | 2.2% | −$301.8K | Cut−$8.23M |
| Micron Technology Inc | MU | 7.22K | $2.44M | 1.9% | — | New |
| Alphabet Inc | — | 7.31K | $2.1M | 1.7% | −$185.9K | Cut−$403.4K |
| Apple Inc. | AAPL | 7.49K | $1.9M | 1.5% | −$135.4K | Cut−$168K |
| Lam Research Corp | LRCX | 6.62K | $1.41M | 1.1% | $281K | Held |
| Palo Alto Networks Inc | PANW | 7.49K | $1.2M | 1.0% | −$178.8K | Cut−$6.16M |
| Advanced Micro Devices Inc | AMD | 4.36K | $886.8K | 0.7% | −$44.9K | Added−$10.4K |
| Soundhound Ai Inc | — | 90.2K | $619.5K | 0.5% | −$215.6K | Added−$73.9K |
| Marvell Technology, Inc. | MRVL | 5.19K | $514.2K | 0.4% | $73K | Held |
| Cencora, Inc. | COR | 1.31K | $412.8K | 0.3% | −$31K | Held |
| Costco Whsl Corp New | — | 316 | $314.9K | 0.3% | $42.4K | Held |
| Visa Inc. | V | 918 | $277.5K | 0.2% | −$44.5K | Cut−$141.6K |
| GE Vernova Inc. | GEV | 290 | $253.1K | 0.2% | — | New |
| Archer Aviation Inc | — | 47.5K | $245.7K | 0.2% | −$95.3K | Added−$59.3K |
| Mastercard Inc | MA | 488 | $243.8K | 0.2% | −$34.8K | Cut−$148.9K |
| Ge Aerospace | — | 850 | $241.2K | 0.2% | — | New |
| Quanta Svcs Inc | — | 400 | $219.6K | 0.2% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 420 | $206.4K | 0.2% | −$36.9K | Cut−$49.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.