Savoie Capital LLC current holdings: USA Stocks
Savoie Capital LLC reported $0.72 billion in share positions in stocks (listed in the US), 75 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are NVDA, AMZN, GOOG.
- NVDA: Country of operation United States; Class COM; Shares 1,374,900; Value $217,220,451.
- AMZN: Country of operation United States; Class COM; Shares 386,715; Value $84,841,404.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 211,120; Value $37,450,577.
- LBRDK: Country of operation United States; Class COM SER C; Shares 351,799; Value $34,609,986.
Form 13F-HR as filed (SEC CIK 2001471): quarter ended 2025-06-30, filed 2025-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,374,900 | $217,220,451 | 29.72% | 2025-06-30 | 2025-08-14 | +43.81% |
|---|
AMZN
AMAZON COM INC | United States | COM | 386,715 | $84,841,404 | 11.61% | 2025-06-30 | 2025-08-14 | +12.43% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 211,120 | $37,450,577 | 5.12% | 2025-06-30 | 2025-08-14 | +90.16% |
|---|
LBRDK
LIBERTY BROADBAND CORP COM SER C | United States | COM SER C | 351,799 | $34,609,986 | 4.74% | 2025-06-30 | 2025-08-14 | |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 236,586 | $25,503,971 | 3.49% | 2025-06-30 | 2025-08-14 | |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 174,522 | $24,764,672 | 3.39% | 2025-06-30 | 2025-08-14 | +328.17% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 39,753 | $19,773,540 | 2.71% | 2025-06-30 | 2025-08-14 | +2.32% |
|---|
FWONK
LIBERTY MEDIA CORP DEL | United States | COM LBTY ONE S C | 181,140 | $18,929,130 | 2.59% | 2025-06-30 | 2025-08-14 | -10.93% |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 22,100 | $17,710,719 | 2.42% | 2025-06-30 | 2025-08-14 | +128.90% |
|---|
AAPL
APPLE INC | United States | COM | 74,151 | $15,213,561 | 2.08% | 2025-06-30 | 2025-08-14 | |
|---|
LLY
ELI LILLY & CO | United States | COM | 18,816 | $14,667,636 | 2.01% | 2025-06-30 | 2025-08-14 | +51.97% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 117,263 | $14,452,665 | 1.98% | 2025-06-30 | 2025-08-14 | +764.16% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 100,475 | $14,387,015 | 1.97% | 2025-06-30 | 2025-08-14 | +42.73% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 77,295 | $14,150,396 | 1.94% | 2025-06-30 | 2025-08-14 | +179.68% |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 88,580 | $12,170,892 | 1.67% | 2025-06-30 | 2025-08-14 | +33.88% |
|---|
QCOM
QUALCOMM INC | United States | COM | 76,383 | $12,164,757 | 1.66% | 2025-06-30 | 2025-08-14 | +15.60% |
|---|
AVGO
BROADCOM INC | United States | COM | 41,890 | $11,546,979 | 1.58% | 2025-06-30 | 2025-08-14 | +28.82% |
|---|
FWONA
LIBERTY MEDIA CORP DEL | United States | COM LBTY ONE S A | 102,104 | $9,695,796 | 1.33% | 2025-06-30 | 2025-08-14 | -10.12% |
|---|
HD
HOME DEPOT INC | United States | COM | 19,115 | $7,008,324 | 0.96% | 2025-06-30 | 2025-08-14 | -21.44% |
|---|
COP
CONOCOPHILLIPS | United States | COM | 77,246 | $6,932,056 | 0.95% | 2025-06-30 | 2025-08-14 | +39.78% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 20,500 | $6,395,385 | 0.88% | 2025-06-30 | 2025-08-14 | +20.18% |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 15,250 | $5,842,275 | 0.80% | 2025-06-30 | 2025-08-14 | +12.67% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 158,217 | $5,646,765 | 0.77% | 2025-06-30 | 2025-08-14 | -35.43% |
|---|
DIS
DISNEY WALT CO | United States | COM | 41,291 | $5,120,497 | 0.70% | 2025-06-30 | 2025-08-14 | -15.00% |
|---|
KLAC
KLA CORP | United States | COM NEW | 4,999 | $4,477,804 | 0.61% | 2025-06-30 | 2025-08-14 | +119.41% |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 19,858 | $4,063,741 | 0.56% | 2025-06-30 | 2025-08-14 | +89.80% |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 8,415 | $3,948,150 | 0.54% | 2025-06-30 | 2025-08-14 | +0.89% |
|---|
CRM
SALESFORCE INC | United States | COM | 12,900 | $3,517,701 | 0.48% | 2025-06-30 | 2025-08-14 | -17.38% |
|---|
AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 25,000 | $3,477,750 | 0.48% | 2025-06-30 | 2025-08-14 | -6.69% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 6,000 | $3,371,640 | 0.46% | 2025-06-30 | 2025-08-14 | +0.29% |
|---|
AAP
ADVANCE AUTO PARTS INC | United States | COM | 69,500 | $3,231,055 | 0.44% | 2025-06-30 | 2025-08-14 | -14.54% |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 14,500 | $3,168,105 | 0.43% | 2025-06-30 | 2025-08-14 | +8.23% |
|---|
V
VISA INC | United States | COM CL A | 8,500 | $3,017,925 | 0.41% | 2025-06-30 | 2025-08-14 | +3.05% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 20,000 | $2,726,400 | 0.37% | 2025-06-30 | 2025-08-14 | +37.16% |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 10,000 | $2,675,400 | 0.37% | 2025-06-30 | 2025-08-14 | +35.76% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 9,129 | $2,646,588 | 0.36% | 2025-06-30 | 2025-08-14 | +15.55% |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 13,333 | $2,481,671 | 0.34% | 2025-06-30 | 2025-08-14 | +24.07% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 50,000 | $2,366,000 | 0.32% | 2025-06-30 | 2025-08-14 | +16.15% |
|---|
SHOP
SHOPIFY INC | | CL A | 19,300 | $2,226,255 | 0.30% | 2025-06-30 | 2025-08-14 | +28.53% |
|---|
INTC
INTEL CORP | United States | COM | 98,500 | $2,206,400 | 0.30% | 2025-06-30 | 2025-08-14 | +417.54% |
|---|
RDDT
REDDIT INC | United States | CL A | 14,000 | $2,107,980 | 0.29% | 2025-06-30 | 2025-08-14 | -3.46% |
|---|
WY
WEYERHAEUSER CO MTN BE | United States | COM NEW | 80,000 | $2,055,200 | 0.28% | 2025-06-30 | 2025-08-14 | -23.90% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 5,000 | $1,978,150 | 0.27% | 2025-06-30 | 2025-08-14 | -29.54% |
|---|
MNDY
MONDAY COM LTD | | SHS | 6,200 | $1,949,776 | 0.27% | 2025-06-30 | 2025-08-14 | -75.82% |
|---|
LLYVKXXXX
LIBERTY MEDIA CORP DEL | United States | COM LBTY LIV S C | 23,307 | $1,891,596 | 0.26% | 2025-06-30 | 2025-08-14 | |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 22,000 | $1,882,980 | 0.26% | 2025-06-30 | 2025-08-14 | -12.06% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 16,928 | $1,708,712 | 0.23% | 2025-06-30 | 2025-08-14 | -6.94% |
|---|
WMT
WALMART INC | United States | COM | 17,334 | $1,694,919 | 0.23% | 2025-06-30 | 2025-08-14 | +9.22% |
|---|
ADBE
ADOBE SYSTEMS INCORPORATED | United States | COM | 3,615 | $1,398,571 | 0.19% | 2025-06-30 | 2025-08-14 | -39.73% |
|---|
CAT
CATERPILLAR INC | United States | COM | 3,465 | $1,345,148 | 0.18% | 2025-06-30 | 2025-08-14 | +112.94% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 5,650 | $1,248,763 | 0.17% | 2025-06-30 | 2025-08-14 | -24.28% |
|---|
AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 14,900 | $1,188,424 | 0.16% | 2025-06-30 | 2025-08-14 | +35.97% |
|---|
IRM
IRON MOUNTAIN INC | United States | COM | 11,545 | $1,184,171 | 0.16% | 2025-06-30 | 2025-08-14 | +8.71% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 6,414 | $1,021,878 | 0.14% | 2025-06-30 | 2025-08-14 | -6.90% |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 6,000 | $976,080 | 0.13% | 2025-06-30 | 2025-08-14 | -30.68% |
|---|
GBX
GREENBRIER COS INC | United States | COM | 20,500 | $944,025 | 0.13% | 2025-06-30 | 2025-08-14 | -10.73% |
|---|
BATRK
ATLANTA BRAVES HLDGS INC | United States | COM SER C | 19,868 | $929,226 | 0.13% | 2025-06-30 | 2025-08-14 | +15.42% |
|---|
MCD
MCDONALDS CORP | United States | COM | 3,129 | $914,200 | 0.13% | 2025-06-30 | 2025-08-14 | -19.92% |
|---|
KO
COCA COLA CO | United States | COM | 12,523 | $886,002 | 0.12% | 2025-06-30 | 2025-08-14 | +22.74% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,863 | $862,830 | 0.12% | 2025-06-30 | 2025-08-14 | +10.60% |
|---|
SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 11,316 | $843,268 | 0.12% | 2025-06-30 | 2025-08-14 | +18.14% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 6,271 | $808,457 | 0.11% | 2025-06-30 | 2025-08-14 | -23.22% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 10,000 | $694,200 | 0.09% | 2025-06-30 | 2025-08-14 | +9.32% |
|---|
PEP
PEPSICO INC | United States | COM | 4,650 | $613,986 | 0.08% | 2025-06-30 | 2025-08-14 | -2.54% |
|---|
RTX
RAYTHEON TECHNOLOGIES CORP | United States | COM | 4,041 | $590,067 | 0.08% | 2025-06-30 | 2025-08-14 | +28.02% |
|---|
GIS
GENERAL MLS INC | United States | COM | 11,313 | $586,127 | 0.08% | 2025-06-30 | 2025-08-14 | -34.72% |
|---|
CTVA
CORTEVA | United States | COM | 6,666 | $496,817 | 0.07% | 2025-06-30 | 2025-08-14 | +4.48% |
|---|
CCI
CROWN CASTLE INC | United States | COM | 4,700 | $482,831 | 0.07% | 2025-06-30 | 2025-08-14 | -34.71% |
|---|
MGM
MGM RESORTS INTERNATIONAL | United States | COM | 12,500 | $429,875 | 0.06% | 2025-06-30 | 2025-08-14 | -8.35% |
|---|
META
META PLATFORMS INC | United States | CL A | 500 | $369,045 | 0.05% | 2025-06-30 | 2025-08-14 | +0.09% |
|---|
OKTA
OKTA INC | United States | CL A | 3,200 | $319,904 | 0.04% | 2025-06-30 | 2025-08-14 | +104.94% |
|---|
GLW
CORNING INC | United States | COM | 5,400 | $283,986 | 0.04% | 2025-06-30 | 2025-08-14 | +201.79% |
|---|
MMM
3M CO | United States | COM | 1,800 | $274,032 | 0.04% | 2025-06-30 | 2025-08-14 | +10.67% |
|---|
WAB
WABTEC | United States | COM | 1,074 | $224,842 | 0.03% | 2025-06-30 | 2025-08-14 | +39.11% |
|---|
APO
APOLLO GLOBAL MGMT INC | United States | COM | 1,500 | $212,805 | 0.03% | 2025-06-30 | 2025-08-14 | -16.12% |
|---|
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