Investor
Draper Asset Management, LLC
CIK 0001847921 · filed 2026-04-21 · SEC filing
13F book
$175.9M
Positions
21
5 new · 3 sold
Largest name
17.9%
Apple Inc. · AAPL
Est. mark
−$16.7M
Price effect on 16 names still held. Flow $1.83M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 124.2K | $31.5M | 17.9% | −$2.24M | Cut−$2.46M |
| Alphabet Inc | — | 100.2K | $28.8M | 16.4% | −$2.55M | Cut−$3.17M |
| Nvidia Corp | NVDA | 151K | $26.3M | 15.0% | −$1.82M | Added−$1.75M |
| Amazon Com Inc | AMZN | 122.2K | $25.4M | 14.5% | −$2.73M | Added−$2.47M |
| Meta Platforms, Inc. | META | 34.5K | $19.8M | 11.2% | −$2.64M | Added−$63.9K |
| Tesla, Inc. | TSLA | 22.6K | $8.39M | 4.8% | −$1.76M | Cut−$1.8M |
| Uber Technologies, Inc | UBER | 74K | $5.33M | 3.0% | −$724K | Cut−$1.16M |
| GE Vernova Inc. | GEV | 4.92K | $4.29M | 2.4% | $1.08M | Cut$1.07M |
| Alphabet Inc | — | 13.2K | $3.79M | 2.2% | −$356.1K | Added−$353.8K |
| Eli Lilly & Co | LLY | 3.77K | $3.47M | 2.0% | −$584.2K | Cut−$861.5K |
| Crowdstrike Hldgs Inc | — | 7.51K | $2.93M | 1.7% | −$500.1K | Added−$60.9K |
| TKO Group Holdings, Inc. | TKO | 14.1K | $2.84M | 1.6% | −$91.9K | Added$235.4K |
| Reddit, Inc. | RDDT | 16.8K | $2.26M | 1.3% | −$1.55M | Added−$1.49M |
| Insmed Inc | INSM | 11.3K | $1.85M | 1.1% | −$119K | Added−$117.5K |
| Weyerhaeuser Co Mtn Be | WY | 71.8K | $1.75M | 1.0% | $37.9K | Added$539.1K |
| Asml Holding N V | — | 1.22K | $1.61M | 0.9% | — | New |
| Palantir Technologies Inc. | PLTR | 9.83K | $1.44M | 0.8% | — | New |
| Alnylam Pharmaceuticals, Inc. | ALNY | 3.77K | $1.25M | 0.7% | −$161.7K | Added$285.3K |
| Seneca Foods Corp New | — | 6.53K | $987.3K | 0.6% | — | New |
| Netflix Inc | NFLX | 8.01K | $769.8K | 0.4% | — | New |
| At&T Inc | — | 7.04K | $204.2K | 0.1% | — | New |
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.