Investor
FFG Partners, LLC
CIK 0002045972 · filed 2026-04-17 · SEC filing
13F book
$252.7M
Positions
35
10 new · 14 sold
Largest name
9.6%
Nvidia Corp · NVDA
Est. mark
−$8.49M
Price effect on 25 names still held. Flow −$83.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 139.1K | $24.3M | 9.6% | −$1.68M | Cut−$19M |
| Spdr Gold Tr | — | 52K | $22.4M | 8.9% | $1.77M | Cut$281K |
| Palantir Technologies Inc. | PLTR | 142.8K | $20.9M | 8.3% | −$4.49M | Cut−$6.97M |
| Energy Transfer L P | — | 889.1K | $17.2M | 6.8% | $2.4M | Added$3.07M |
| Broadcom Inc. | AVGO | 53.3K | $16.5M | 6.5% | −$1.95M | Added−$1.9M |
| Amazon Com Inc | AMZN | 68.8K | $14.3M | 5.7% | −$1.55M | Cut−$9.58M |
| Ishares Tr | — | 182.8K | $12.5M | 5.0% | $163.5K | Added$4.32M |
| Alphabet Inc | — | 41.8K | $12M | 4.8% | −$1.06M | Cut−$1.22M |
| Meta Platforms, Inc. | META | 20.6K | $11.8M | 4.7% | −$1.78M | Added−$1.58M |
| Jpmorgan Chase & Co. | — | 39.3K | $11.6M | 4.6% | −$1.1M | Cut−$7.32M |
| Goldman Sachs Group Inc | — | 13.1K | $11.1M | 4.4% | — | New |
| Micron Technology Inc | MU | 28.8K | $9.73M | 3.9% | — | New |
| Ulta Beauty, Inc. | ULTA | 18.4K | $9.64M | 3.8% | −$1.35M | Added−$310.5K |
| American Centy Etf Tr | — | 92.6K | $9.25M | 3.7% | — | New |
| Crowdstrike Hldgs Inc | — | 23.2K | $9.07M | 3.6% | −$1.75M | Added−$1.43M |
| Costco Whsl Corp New | — | 8.52K | $8.49M | 3.4% | $1.14M | Cut$1.13M |
| Vertiv Holdings Co | VRT | 31.2K | $7.82M | 3.1% | $2.72M | Added$2.84M |
| Eli Lilly & Co | LLY | 3.89K | $3.58M | 1.4% | — | New |
| Generac Hldgs Inc | — | 15.3K | $2.99M | 1.2% | — | New |
| Asml Holding N V | — | 2.2K | $2.9M | 1.1% | $503.5K | Added$757.2K |
| Tesla, Inc. | TSLA | 7.3K | $2.71M | 1.1% | −$177.8K | Added$1.69M |
| Novo-Nordisk A S | — | 67.5K | $2.48M | 1.0% | — | New |
| Ishares Gold Tr | — | 16.2K | $1.42M | 0.6% | $112.9K | Cut$19.5K |
| Vanguard Index Fds | — | 2K | $1.19M | 0.5% | — | New |
| Spdr Series Trust | — | 4.59K | $1.17M | 0.5% | $55.6K | Added$112.5K |
| Palo Alto Networks Inc | PANW | 6.85K | $1.1M | 0.4% | −$163.6K | Cut−$833.7K |
| Alphabet Inc | — | 3.39K | $971.8K | 0.4% | −$91.1K | Cut−$256.8K |
| Invesco Exchange Traded Fd T | — | 4.65K | $891.7K | 0.4% | — | New |
| Vanguard Index Fds | — | 1.81K | $581.7K | 0.2% | −$26.2K | Held |
| Microsoft Corp | MSFT | 1.3K | $483.1K | 0.2% | −$148.1K | Cut−$842.1K |
| First Tr Exchange Traded Fd | — | 6.28K | $393.9K | 0.2% | −$55.1K | Cut−$64.7K |
| Taiwan Semiconductor Mfg Ltd | — | 1.05K | $353.7K | 0.1% | $35.6K | Added$36.3K |
| Ishares Tr | — | 3.6K | $312.5K | 0.1% | — | New |
| Humana Inc | HUM | 1.73K | $300.5K | 0.1% | — | New |
| Vanguard Bd Index Fds | — | 3.34K | $245.9K | 0.1% | −$1.41K | Added$134 |
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.