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
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tesla, Inc. | TSLA | 50.8K | $22.8M | 1.2% | — | Held |
| Alphabet Inc | — | 45.6K | $14.3M | 0.7% | — | Held |
| Meta Platforms, Inc. | META | 21.3K | $14.1M | 0.7% | — | Held |
| Alphabet Inc | — | 38.7K | $12.1M | 0.6% | — | Held |
| Advanced Micro Devices Inc | AMD | 53.3K | $11.4M | 0.6% | — | Held |
| Nvidia Corp | NVDA | 51.7K | $9.64M | 0.5% | — | Held |
| Amazon Com Inc | AMZN | 34.3K | $7.91M | 0.4% | — | Held |
| Eli Lilly & Co | LLY | 7.18K | $7.71M | 0.4% | — | Held |
| Micron Technology Inc | MU | 11.7K | $3.33M | 0.2% | — | Held |
| Visa Inc. | V | 7.89K | $2.77M | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 23.6K | $2.49M | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 12.2K | $2.18M | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 10.2K | $2.11M | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 5.45K | $1.75M | 0.1% | — | Held |
| Ge Aerospace | — | 5.47K | $1.68M | 0.1% | — | Held |
| Salesforce, Inc. | CRM | 6.11K | $1.62M | 0.1% | — | Held |
| RTX Corp | RTX | 7.81K | $1.43M | 0.1% | — | Held |
| Proshares Tr Ii | — | 25K | $1.38M | 0.1% | — | Held |
| Philip Morris Intl Inc | — | 8.19K | $1.31M | 0.1% | — | Held |
| Wells Fargo Co New | — | 14K | $1.3M | 0.1% | — | Held |
| Agf Invts Tr | — | 86K | $1.24M | 0.1% | — | Held |
| Lam Research Corp | LRCX | 7.22K | $1.24M | 0.1% | — | Held |
| Exxon Mobil Corp | — | 10.2K | $1.22M | 0.1% | — | Held |
| Boeing Co | — | 5.22K | $1.13M | 0.1% | — | Held |
| Linde Plc | LIN | 2.42K | $1.03M | 0.1% | — | Held |
| Spdr Gold Tr | — | 2.59K | $1.03M | 0.1% | — | Held |
| Mastercard Inc | MA | 1.53K | $874K | 0.0% | — | Held |
| AbbVie Inc. | ABBV | 3.81K | $869.4K | 0.0% | — | Held |
| Disney Walt Co | — | 7.63K | $867.5K | 0.0% | — | Held |
| Schwab Charles Corp | — | 8.38K | $837.4K | 0.0% | — | Held |
| Bristol-Myers Squibb Co | — | 14.5K | $783.2K | 0.0% | — | Held |
| Citigroup Inc | — | 6.18K | $721.7K | 0.0% | — | Held |
| Morgan Stanley | — | 3.85K | $682.6K | 0.0% | — | Held |
| Capital One Finl Corp | — | 2.69K | $653.2K | 0.0% | — | Held |
| Chubb Limited | — | 1.89K | $589.3K | 0.0% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.07K | $540.3K | 0.0% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 848 | $491.4K | 0.0% | — | Held |
| Goldman Sachs Group Inc | — | 492 | $432.5K | 0.0% | — | Held |
| Chevron Corp New | CVX | 2.84K | $432.4K | 0.0% | — | Held |
| Bank America Corp | — | 7.75K | $426K | 0.0% | — | Held |
| Applied Matls Inc | — | 1.48K | $380.1K | 0.0% | — | Held |
| Intercontinental Exchange In | — | 2.33K | $377K | 0.0% | — | Held |
| Analog Devices Inc | ADI | 1.38K | $375.3K | 0.0% | — | Held |
| S&P Global Inc. | SPGI | 674 | $352.2K | 0.0% | — | Held |
| Intuitive Surgical Inc | ISRG | 563 | $318.9K | 0.0% | — | Held |
| Adobe Inc. | ADBE | 784 | $274.4K | 0.0% | — | Held |
| Conocophillips | COP | 2.81K | $263.3K | 0.0% | — | Held |
| Gilead Sciences, Inc. | GILD | 2.07K | $254.1K | 0.0% | — | Held |
| Lockheed Martin Corp | LMT | 479 | $231.7K | 0.0% | — | Held |
| Danaher Corporation | — | 926 | $212K | 0.0% | — | Held |
| Kla Corp | KLAC | 171 | $207.8K | 0.0% | — | Held |
| Slb Limited/Nv | SLB | 4K | $153.5K | 0.0% | — | Held |
| Vertex Pharmaceuticals Inc | — | 253 | $114.7K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 708 | $108.8K | 0.0% | — | Held |
| Walmart Inc. | WMT | 89 | $9.91K | 0.0% | — | 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.