13F

Investor

QVR LLC

CIK 0001718858 · filed 2026-01-28 · SEC filing

13F book

$1.98B

Positions

55

Largest name

1.2%

Tesla, Inc. · TSLA

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Tesla, Inc.TSLA50.8K$22.8M1.2%Held
Alphabet Inc45.6K$14.3M0.7%Held
Meta Platforms, Inc.META21.3K$14.1M0.7%Held
Alphabet Inc38.7K$12.1M0.6%Held
Advanced Micro Devices IncAMD53.3K$11.4M0.6%Held
Nvidia CorpNVDA51.7K$9.64M0.5%Held
Amazon Com IncAMZN34.3K$7.91M0.4%Held
Eli Lilly & CoLLY7.18K$7.71M0.4%Held
Micron Technology IncMU11.7K$3.33M0.2%Held
Visa Inc.V7.89K$2.77M0.1%Held
Merck & Co., Inc.MRK23.6K$2.49M0.1%Held
Palantir Technologies Inc.PLTR12.2K$2.18M0.1%Held
Johnson & JohnsonJNJ10.2K$2.11M0.1%Held
Jpmorgan Chase & Co.5.45K$1.75M0.1%Held
Ge Aerospace5.47K$1.68M0.1%Held
Salesforce, Inc.CRM6.11K$1.62M0.1%Held
RTX CorpRTX7.81K$1.43M0.1%Held
Proshares Tr Ii25K$1.38M0.1%Held
Philip Morris Intl Inc8.19K$1.31M0.1%Held
Wells Fargo Co New14K$1.3M0.1%Held
Agf Invts Tr86K$1.24M0.1%Held
Lam Research CorpLRCX7.22K$1.24M0.1%Held
Exxon Mobil Corp10.2K$1.22M0.1%Held
Boeing Co5.22K$1.13M0.1%Held
Linde PlcLIN2.42K$1.03M0.1%Held
Spdr Gold Tr2.59K$1.03M0.1%Held
Mastercard IncMA1.53K$874K0.0%Held
AbbVie Inc.ABBV3.81K$869.4K0.0%Held
Disney Walt Co7.63K$867.5K0.0%Held
Schwab Charles Corp8.38K$837.4K0.0%Held
Bristol-Myers Squibb Co14.5K$783.2K0.0%Held
Citigroup Inc6.18K$721.7K0.0%Held
Morgan Stanley3.85K$682.6K0.0%Held
Capital One Finl Corp2.69K$653.2K0.0%Held
Chubb Limited1.89K$589.3K0.0%Held
Berkshire Hathaway Inc Del1.07K$540.3K0.0%Held
Thermo Fisher Scientific Inc.TMO848$491.4K0.0%Held
Goldman Sachs Group Inc492$432.5K0.0%Held
Chevron Corp NewCVX2.84K$432.4K0.0%Held
Bank America Corp7.75K$426K0.0%Held
Applied Matls Inc1.48K$380.1K0.0%Held
Intercontinental Exchange In2.33K$377K0.0%Held
Analog Devices IncADI1.38K$375.3K0.0%Held
S&P Global Inc.SPGI674$352.2K0.0%Held
Intuitive Surgical IncISRG563$318.9K0.0%Held
Adobe Inc.ADBE784$274.4K0.0%Held
ConocophillipsCOP2.81K$263.3K0.0%Held
Gilead Sciences, Inc.GILD2.07K$254.1K0.0%Held
Lockheed Martin CorpLMT479$231.7K0.0%Held
Danaher Corporation926$212K0.0%Held
Kla CorpKLAC171$207.8K0.0%Held
Slb Limited/NvSLB4K$153.5K0.0%Held
Vertex Pharmaceuticals Inc253$114.7K0.0%Held
Tjx Cos Inc New708$108.8K0.0%Held
Walmart Inc.WMT89$9.91K0.0%Held

Positions as of Q4 2025. 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.